Tax Principal

Wertz & Associates; Brentwood (TN); Hybrid; USD 190,000 - 275,000; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunities

Medical, dental, vision coverage

Retirement plans

Professional development

Flexible work arrangements

Collaborative culture

Job summary

Wertz & Associates is seeking a Tax Principal in the Nashville area to lead strategic tax engagements for diverse clients, including healthcare, financial services, real estate, and manufacturing sectors.

The role emphasizes relationship-building, advisory leadership, and practice growth within a national advisory platform. A portable book of business and strong leadership are valued assets.

Qualifications

• CPA, EA, or equivalent 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.

Responsibilities

• 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 decisions.
• Provide guidance on complex federal, state, and local tax matters.
• Serve as a trusted advisor to executives and business owners.
• 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 on critical business initiatives.
• Drive recruiting, retention, and talent development initiatives.

Skills

Tax leadership

Client relationships

Business development

Mentoring

Strategic advisory

Education

CPA/EA credential

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.