Tax Manager - High Net Worth

NorthPoint Search Group; Nashville (TN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Collaborative office environment

Opportunities for professional development

Job summary

A reputable recruiting agency in Nashville is seeking an experienced Tax Manager specializing in high-net-worth taxation. The ideal candidate will lead tax engagements, perform technical reviews, and mentor staff while maintaining strong client relationships. Required qualifications include CPA certification and at least five years of public accounting experience, particularly with estate and gift taxes. This full-time role offers a collaborative work environment with a focus on quality service and staff development.

Qualifications

• Minimum of five years of public accounting experience.
• Experience preparing high-net-worth tax returns including Forms 1041, 706, 709.
• Demonstrated leadership and staff development skills.

Responsibilities

• Provide final technical review on tax returns.
• Research complex tax issues and recommend solutions.
• Communicate with clients to ensure exceptional service.
• Lead and support staff by providing resources and guidance.
• Stay current on tax law changes and impact on clients.

Skills

Leadership skills

Decision-making capabilities

Organizational skills

Ability to work under pressure

Project management

Education

CPA certification

Job description

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.