Tax Manager - High Net Worth

Tax Manager- High Net Worth- Nashville, TNWho: 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, TNWhy: 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.

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