Tax Manager - High Net Worth
Not Disclosed•Full-TimeOn-site
location_onStockyard Boulevard, Downtown Nashville, Nashville, Davidson County, Middle Tennessee, Tennessee, 37219, United States
About the Role
The Tax Manager – Estates, Trusts & High-Net-Worth is a pivotal leadership position designed to enhance the firm's capabilities in specialized tax areas. This role exists to provide strong technical leadership and quality oversight while delivering proactive, high-caliber client service to a sophisticated portfolio of high-net-worth individuals, trusts, and estates.
In this capacity, you will lead complex compliance and planning engagements, ensuring exceptional quality and confidentiality. You will serve as a trusted advisor, communicating directly with clients to support their best interests while managing the strategic direction of their tax matters.
Office Environment
We offer a collaborative, professional setting that deeply values expertise, clear communication, continuous development, and high-quality client service. The team culture is built on mentorship and a shared commitment to excellence.
Application Instructions
If you are interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.
Work location
Work model: On-site
Stockyard Boulevard, Downtown Nashville, Nashville, Davidson County, Middle Tennessee, Tennessee, 37219, United States
Nashville, Tennessee
Key Responsibilities
- check_circleProvide final technical review on tax returns and related documents
- check_circleResearch complex tax issues and recommend effective solutions
- check_circleDirect, schedule, and manage client engagements to ensure timely completion
- check_circleCommunicate with clients to support their best interests and deliver exceptional service
- check_circleLead and support staff by providing resources, guidance, and a positive work environment
- check_circleMonitor the quality of completed work and team performance
- check_circleAssign, track, and manage tasks and projects completed by staff and supervisors
- check_circleOversee billing, collections, WIP monitoring, aging, and write-downs
Requirements
- verifiedCPA certification required
- verifiedMinimum of five years of public accounting experience
- verifiedExperience preparing and reviewing Forms 1041, 706, and 709
- verifiedExperience with high-net-worth 1040 returns and related planning
