Senior Tax Manager

100x Recruiting; Chattanooga (TN); Hybrid; USD 120,000 - 180,000; Full time

Job summary

100x Recruiting seeks a Senior Tax Manager in Chattanooga, TN to lead sophisticated gift and estate planning for high-net-worth clients, overseeing compliance for trusts, estates, and partnerships, while mentoring staff.

This full-time, hybrid role offers leadership development within our Family Wealth Services practice, focusing on client relationships, strategic tax planning, and business growth.

Qualifications

• 7+ years of public accounting experience with individuals, trusts, estates, and partnerships.
• CPA certification required.
• Leadership and project/team management experience.
• Excellent communication and networking skills.
• Experience building client relationships and business development.

Responsibilities

• Lead tax, gift, and estate planning engagements for high-net-worth clients.
• Oversee compliance for trusts, estates, and partnerships.
• Mentor and develop the tax team.
• Build and maintain strong client relationships.
• Drive business development and growth of Family Wealth Services.
• Review and manage engagements for quality and efficiency.

Skills

Leadership

Communication

Networking

Client relationships

Tax planning

Education

Bachelor's degree in Accounting/Finance/Law

Master's in Tax/LLM preferred

Tools

Tax software

Data analytics tools

Job description

Senior Tax Manager - Chattanooga, TN

Who: A seasoned tax professional with 7+ years of public accounting experience serving high-net-worth individuals, family partnerships, trusts, and estates.

What: Lead complex tax, gift, and estate planning engagements while overseeing compliance, developing staff, managing client relationships, and supporting business growth.

When: Full-time leadership opportunity available immediately.

Where: Hybrid role within a confidential firm location.

Why: To drive strategic tax planning for HNW clients, mentor future leaders, and contribute to the continued expansion of a specialized Family Wealth Services practice.

Office Environment: Collaborative, inclusive, and focused on professional development and long-term leadership growth.

Salary: Competitive and commensurate with experience.

Position Overview

The Senior Tax Manager in the High Net Worth / Family Wealth Services practice consults on sophisticated gift and estate planning matters while overseeing tax compliance for high-net-worth individuals, trusts, and family partnerships. This role involves technical review, quarterly and year-end planning, team leadership, engagement oversight, business development, and providing solutions to complex tax issues. The firm views this role as a key future leadership position.

Key Responsibilities

• Provide tax, gift, and estate planning and compliance services to individuals and related trusts.
• Expand expertise in individual, gift, trust, and estate planning and maintain strong professional development.
• Build trusted advisor relationships with clients through exceptional service and communication.
• Identify technical tax issues and propose innovative solutions.
• Manage client engagements to achieve high-quality, efficient outcomes.
• Develop and grow a strong professional network to support business development.
• Set and achieve business development goals for yourself and the team.
• Recruit, motivate, and develop team members.
• Foster collaboration, engagement, inclusion, and accountability within the team.
• Promote organizational values and lead teams with integrity.
• Establish and achieve stretch goals that increase impact and organizational value.

Qualifications

• Bachelor's degree in Accounting, Finance, or Law; Master's in Tax/LLM preferred.
• 7+ years of recent public accounting experience with individuals, trusts, estates, and partnerships.
• CPA certification required.
• Proven leadership and project/team management experience.
• Excellent communication and networking skills.
• Strong ability to manage and grow client relationships.
• Experience with tax software and technology tools.