Tax Manager - High Net Worth

Tax Manager

• High Net Worth
• Nashville, TN

Who: A CPA with at least five years of public accounting experience and specialized expertise in trust, estate, gift, and high-net-worth individual taxation.

What: Performs final technical reviews, leads tax engagements, manages staff, and provides expert guidance on estate, trust, and gift tax matters.

When: Full-time position available immediately.

Where: Nashville, TN

Why: To enhance the firm’s estate, trust, and high-net-worth tax capabilities through strong technical leadership, quality oversight, and proactive client service.

Office Environment: A collaborative, professional setting that values expertise, communication, development, and high-quality client service.

Salary: Competitive and commensurate with experience.

Position Overview:

The Tax Manager – Estates, Trusts & High-Net-Worth leads complex compliance and planning engagements, oversees technical reviews, mentors staff, and strengthens client relationships while ensuring exceptional quality and confidentiality.

Key Responsibilities:

• Provide final technical review on tax returns and related documents across the client base.
• Research complex tax issues and recommend effective solutions.
• Stay current on changes in tax legislation and accounting procedures.
• Direct, schedule, and manage client engagements to ensure timely completion.
• Communicate with clients to support their best interests and deliver exceptional service.
• Lead and support staff and supervisors by providing resources, guidance, and a positive work environment.
• Monitor the quality of completed work and team performance.
• Assign, track, and manage tasks and projects completed by staff and supervisors.
• Take an active role in developing and mentoring team members.
• Build and nurture internal and external relationships to support business development opportunities.
• Oversee billing, collections, WIP monitoring, aging, and write-downs.
• Participate in internal CPE and training initiatives.

Qualifications:

• CPA certification required.
• Minimum of five years of public accounting experience.
• Experience preparing and reviewing Forms 1041, 706, and 709, as well as high-net-worth 1040 returns and related planning.
• Demonstrated leadership and staff development skills.
• Strong decision-making capabilities with initiative.
• Ability to remain calm and effective under pressure.
• Excellent organization and ability to prioritize a heavy workload.

If you’re interested in learning more about this opportunity or would like to discuss your qualifications, please apply now.