Tax Principal

Wertz & Associates
  • Brentwood, Tennessee
    8 days ago

    Job Description

    Tax Principal

    Strategic Tax Leadership | Multi-Industry Advisory | Practice Growth | Principal-Level Opportunity

    Compensation: $190,000–$275,000 Base + Performance Bonus + Long-Term Leadership Opportunity

    Location: Brentwood (Nashville), Tennessee
    Schedule: Flexible Hybrid

    Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Principal to join its growing tax leadership team in the Nashville market.

    This is not simply another senior tax role.

    This is an opportunity to work alongside some of the industry's most respected advisors while serving as a trusted consultant to business owners, healthcare organizations, financial institutions, real estate investors, manufacturers, nonprofit organizations, and professional service firms throughout the country.

    The ideal candidate is an accomplished tax leader who combines technical excellence with relationship-building, business development, mentoring, and strategic advisory capabilities.

    If you're looking for a role where you can influence client success, help shape firm growth, and continue building a long-term leadership career, we'd welcome a confidential conversation.

    Why This Opportunity Stands Out

    • $190,000–$275,000 base salary
    • Performance-based bonus opportunity
    • Principal-level leadership position
    • National platform with entrepreneurial culture
    • Significant client advisory responsibilities
    • Exposure to sophisticated, complex tax engagements
    • Strong business development opportunities
    • Direct influence on practice growth and strategic initiatives
    • Collaborative leadership environment
    • Clear path toward expanded leadership responsibilities

    Exceptional candidates with substantial business development success, a portable book of business, niche industry expertise, or significant leadership experience may be considered above the posted compensation range.

    The Opportunity

    As a Tax Principal, you'll serve as both a strategic advisor and business leader while helping drive the continued growth of a thriving tax practice.

    You'll work closely with executives, investors, entrepreneurs, healthcare systems, closely held businesses, ownership groups, and nonprofit organizations while leading sophisticated planning, consulting, and compliance engagements.

    This role provides significant exposure to:

    • Tax Advisory & Consulting
    • Federal & Multi-State Tax Planning
    • Pass-Through Entity Taxation
    • Business Strategy & Growth Planning
    • Nonprofit & Healthcare Tax Matters
    • Real Estate Tax Planning
    • Team Leadership & Development
    • Practice Growth & Business Development

    Key Responsibilities

    Strategic Tax Advisory

    • Lead complex tax planning, consulting, and compliance engagements
    • Develop proactive tax strategies that support business growth and profitability
    • Advise clients on entity structuring, ownership transitions, and strategic business decisions
    • Provide guidance on complex federal, state, and local tax matters
    • Serve as a trusted advisor to executives, business owners, and organizational leaders

    Client Relationship Leadership

    • Build and strengthen long-term client relationships
    • Deliver exceptional client service and business insight
    • Identify opportunities to expand and deepen client engagements
    • Collaborate with management teams and stakeholders on critical business initiatives
    • Help clients navigate evolving regulatory and tax environments

    Team Leadership & Mentorship

    • Lead and develop tax professionals across multiple levels
    • Mentor future managers, directors, and firm leaders
    • Provide technical guidance and professional development support
    • Foster a collaborative culture focused on excellence and client service
    • Support recruiting, retention, and talent development initiatives

    Business Development & Practice Growth

    • Participate in networking, speaking engagements, and industry events
    • Assist with strategic growth initiatives and market expansion
    • Develop relationships with referral sources and prospective clients
    • Support proposal development and client presentations
    • Contribute to the ongoing evolution of the firm's tax practice

    Industry Exposure

    This role serves clients across a variety of industries, including:

    • Healthcare
    • Financial Institutions
    • Real Estate
    • Manufacturing
    • Professional Services
    • Nonprofit Organizations
    • Closely Held Businesses
    • High-Net-Worth Individuals & Ownership Groups

    Professionals with expertise in any of these sectors will find significant opportunities for growth and specialization.

    Qualifications

    Required

    • CPA, EA, or equivalent professional credential
    • 8+ years of tax experience in public accounting, consulting, or corporate tax leadership
    • Strong tax planning and advisory experience
    • Experience managing client relationships and complex engagements
    • Demonstrated leadership and mentoring abilities
    • Excellent communication and business-development skills
    • Strategic mindset and strong problem-solving capabilities

      Who Thrives Here?

      The ideal candidate:

      • Thinks like a business advisor rather than simply a tax technician
      • Enjoys developing long-term client relationships
      • Has a passion for mentoring and leadership
      • Brings an entrepreneurial mindset to practice growth
      • Enjoys helping organizations solve complex business and tax challenges
      • Wants meaningful influence over client and firm success
      • Values collaboration, innovation, and continuous improvement

      Benefits

      • Competitive compensation package
      • Performance-based bonus opportunities
      • Comprehensive medical, dental, and vision coverage
      • Retirement savings programs
      • Professional development and leadership training
      • Continuing education support
      • Advancement opportunities within a growing national organization
      • Flexible work arrangements
      • Collaborative and inclusive culture
      • Access to industry-leading specialists and resources

      About Our Client

      Our client is one of the nation's premier independent advisory, tax, consulting, audit, and accounting firms, serving organizations across the United States. The firm combines deep technical expertise with a client-centered approach that emphasizes long-term relationships, strategic thinking, and innovative solutions.

      With recognized leadership across healthcare, financial institutions, real estate, manufacturing, professional services, and nonprofit organizations, the firm continues to grow by attracting exceptional professionals who want meaningful work, strong client relationships, and outstanding career opportunities.

      Professionals enjoy the sophistication and resources of a national platform while benefiting from a culture that values collaboration, entrepreneurship, professional growth, and client success.

      If you're a senior tax leader seeking a highly visible Principal-level opportunity with strong earning potential, meaningful client impact, and the ability to help shape the future of a growing practice, we'd love to speak with you confidentially.

      Numbers & Facts

      LocationBrentwood, Tennessee
      Websitehttps://wertzandassoc.com/

      Skills

      • Business Developmentunmatched
      • Business Growthunmatched
      • Business Practicesunmatched
      • Business Skillsunmatched
      • Business Strategyunmatched
      • Business Supportunmatched
      • Certified Public Accountant (CPA)unmatched
      • Communication Skillsunmatched
      • Consultingunmatched
      • Continuous Improvementunmatched
      • Corporate Taxunmatched
      • Customer Relationsunmatched
      • Customer Relationship Management (CRM)unmatched
      • Customer Support/Serviceunmatched
      • Entrepreneurshipunmatched
      • Financial Auditunmatched
      • Healthcareunmatched
      • High Net Worthunmatched
      • Leadershipunmatched
      • Local Taxunmatched
      • Manufacturingunmatched
      • Mentoringunmatched
      • Nonprofitunmatched
      • People Managementunmatched
      • Problem Solving Skillsunmatched
      • Professional Servicesunmatched
      • Profit & Lossunmatched
      • Property Taxunmatched
      • Proposal Developmentunmatched
      • Public Accountingunmatched
      • Real Estateunmatched
      • Sales Presentationunmatched
      • Sales Prospectingunmatched
      • State Taxunmatched
      • Strategic Planningunmatched
      • Talent Managementunmatched
      • Tax Accountingunmatched
      • Tax Planningunmatched
      • Tax Regulationsunmatched
      • Team Lead/Managerunmatched
      • Team Playerunmatched
      • Technical Leadershipunmatched

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