Tax Manager: Proactive Planning for High-Net-Worth

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

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).