Tax Manager

SHR Talent; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A wealth management firm in Nashville, Tennessee, is looking for a Tax Manager. The ideal candidate has 5+ years of tax experience, a bachelor's degree in Accounting, and a CPA license. Responsibilities include preparing tax returns for high-net-worth clients and assisting with proactive tax planning. This full-time position offers opportunities for collaboration and professional growth in an institutional-quality environment, along with benefits such as medical and vision insurance and a 401(k).

Qualifications

• 5+ years of relevant tax experience.
• Experience with high-net-worth individuals, trusts, and closely held entities.
• Background in public accounting, family office, or wealth management preferred.

Responsibilities

• Prepare and review individual, trust, and entity tax returns for high-net-worth clients.
• Assist with proactive tax planning strategies and projections.
• Maintain compliance with tax regulations and filing deadlines.

Skills

Strong technical skills

Attention to detail

Communication of complex tax matters

Team-oriented mindset

Education

Bachelor’s degree in Accounting or related field

Certified Public Accountant (CPA) license preferred

Job description

Overview

SHR Talent is partnering with a growing wealth management and family office platform in its search for a Tax Manager. The Tax Manager opportunity is ideal for a tax professional who enjoys working with high-net-worth individuals and families, values collaboration, and wants exposure to both tax compliance and proactive planning within a modern, institutional-quality environment.

Responsibilities

• Prepare and review individual, trust, and entity tax returns for high-net-worth clients
• Assist with proactive tax planning strategies, projections, and estimated payments
• Support year-end tax planning initiatives and multi-entity structures
• Research federal and state tax issues and communicate findings clearly
• Collaborate with internal advisors and cross-functional teams
• Maintain compliance with tax regulations and filing deadlines
• Contribute to continuous improvement of tax processes and workflows

Qualifications

• Bachelor’s degree in Accounting or related field
• Certified Public Accountant (CPA) license, preferred, or CPA-eligible
• 5+ years of relevant tax experience
• Experience working with high-net-worth individuals, trusts, and closely held entities
• Background in public accounting, family office, or wealth management, preferred
• Strong technical skills and attention to detail
• Ability to communicate complex tax matters clearly and professionally
• Team-oriented mindset with long-term career interest

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)

Referrals increase your chances of interviewing at SHR Talent by 2x.