Tax Manager: Proactive Planning for High-Net-Worth
SHR Talent
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). #J-18808-Ljbffr SHR Talent
- ...partnering with a growing wealth management and family office platform in its search for a Tax Manager. The Tax Manager... ...professional who enjoys working with high-net-worth individuals and families,... ...to both tax compliance and proactive planning within a modern,...High net worthFull timeWork at office
- ...businesses, public-sector organizations, tax-exempt organizations, high-net-worth individuals, and families through tax compliance, planning, advisory, advocacy, assurance, risk,... ...Company, LLC is seeking a hands-on Tax Manager to lead federal and multistate tax compliance...High net worthLocal area
- ...partnering with an established business management firm seeking an experienced Tax Manager to support HNW... ...will have a strong background in high-net-worth individual taxation, partnership... ...other financial professionals on tax planning and compliance matters. Provide...High net worthFull timeWork at office
$165k - $200k
...Tax Strategy Manager | Build & Lead a New Tax Division | Middle Tennessee... ...with a fast-growing financial planning firm in Middle Tennessee to... ...division built entirely around proactive planning, not compliance.... ...volume. Your work centers on high-level tax planning alongside...SuggestedFull timeWork at officeRelocationRelocation package- ...Description Job Description HNW Tax Manager / Senior Manager – Private... ...work? I'm representing a highly respected, well-established... ...the chance to work with high-net-worth individuals, families, and privately... ...1(k) contributions under the plan. Professional support:...High net worthPrivate practiceWork at officeFlexible hours
$120k - $165k
...Description Job Description Tax Manager – Public Accounting Firm Location... ...Support client relationships through proactive communication and tax planning discussions Lead, mentor, and... ...Prior experience working with high-net-worth individuals, trusts, or family offices...High net worthWork at officeFlexible hours3 days per week- ...Managing Director, Wealth Strategy About the Company Offers... ...estate and wealth planning for high-net-worth families Industry Financial... ...identifying and developing proactive observations and recommendations... ...experience in estate and tax planning, or fiduciary and...High net worthWork at office
$105.38k - $215.38k
Position Summary Are you a tax professional who enjoys... ...building trusted relationships with high-net-worth individuals, families, and... ...tax compliance and planning, including complex matters involving... ...wealth transfer? If so, this Tax Manager opportunity within Deloitte...High net worthWork at officeLocal area- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services... ...firm.We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice... ...on complex gifting and estate planning, as well as oversee the tax preparation...High net worthFull timeContract workWork at officeFlexible hours
$95.4k - $180.4k
...why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses... ...or require complex estate and income tax planning and compliance. Our team of professionals... ...achieve our clients’ goals. As a Tax Manager, you will be responsible for the following...High net worthFull timeWork experience placementInternshipLocal area$124k - $335k
...business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...team focus on key issues like wealth management, compliance, cash flow management,...High net worthFull timeH1b- ...Tax SupervisorLocation: Nashville, TNA national CPA and advisory... ...income tax returnsPrepare high net worth individual returnsReview mid-... ...complex tax mattersIdentify tax planning opportunitiesHandle and... ...communication skillsAbility to manage multiple engagements and competing...High net worthWork at office
- ...within our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families,... ...people with complicated tax and financial structures. The... ...retirement, and life insurance planning.A Tax Manager, Private Client Services is...High net worthPrivate practiceWork at office
$99k - $266k
...business advisory needs such as audit, tax compliance, and planning to help improve their operational... ...owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting... ...team focus on key issues like wealth management, compliance, cash flow management,...High net worthFull timeContract workH1b- ...growth-focused accounting, tax, and advisory firms.... ...an experienced Tax Manager or Tax Director to support... ...tax practice. This high‑impact opportunity is... ...family offices, and high-net-worth individuals Oversee... ...entity structuring, and planning opportunities...High net worthFull timeWork at officeLocal area
- ...Experience: 5-7 years of public accounting tax experience License: An active CPA... ...preferred A Day in the Life of a Tax Manager : Manage a client base consisting of... ...partners on all phases of the engagement. Proactive effort to develop new business with both...
$70k - $120k
...Wealth & Tax Planning Advisor Boutique Wealth Management Firm | Financial Planning & Tax Strategy... ...deliver comprehensive, highly personalized financial strategies... ...strategies. Provide proactive tax planning... ...Experience advising high-net-worth individuals, business owners...High net worthRemote work- ...Job Description Job Description Tax Manager / Senior Manager Nashville, TN | Fully On-Site Competitive base + bonus ,... ...• A portfolio of tax compliance and consulting work across high-net-worth individuals, partnerships, and closely held corporate clients...High net worthWork at officeLocal area
$110k - $150k
Job Title: Tax Manager - Boutique-Sized CPA FirmJob Location: Nashville, TN - Hybrid Salary: $110k - $150k (DOE)Requirements: 5+ Years of... ...and state tax returns accurately and timely.Provide tax planning and consulting services to clients to minimize tax liabilities...High net worthLocal areaImmediate startFlexible hours$100k - $135k
...Plus!Job Description:Withum’s Tax Services Group is made up of... ...aspects of audit engagements, from planning to completion, to include... ...income tax returns Preparing high net worth individual returns Reviewing... ...relationships Ability to manage multiple engagements and competing...High net worthFull timeWork at officeLocal area- ...Managing Director, Individual Tax & Strategy Services About the Company Integrated professional services... ...individual tax practice serving high-net-worth clients with complex tax and... ...Director will provide year-round tax planning and investment-related guidance, build...High net worthWork at office
- ...wealth advisory, digital, audit, tax, consulting, and outsourcing... ...to hire a Tax Director or Manager to join CLA Carolantaville's Business... ...such as succession and tax planning.Lead, schedule, supervise, and... ...’re ready to join a team of high-performing people.You have a knack...High net worthFull timeWork at office
$130k - $160k
...Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus... ...CPA consulting, advisory and tax planning firm is looking for a Trust & Estate... ...Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote...High net worthImmediate startRemote workRelocation- ...Job Description Job Description Tax Principal / Partner (Senior Manager ready for the step up) Location... ...national platform behind them, or for a high-performing Tax Senior Manager with... ...consulting engagements across high-net-worth individuals, partnerships, and...High net worthWork at officeLocal area
- ...within our firm. Offering a high touch approach, we have extensive... ...experience serving high net-worth individuals, their families,... ...people with complicated tax and financial structures. The... ...retirement, and life insurance planning.A Tax Managing Director, Private Client...High net worthPrivate practiceWork at office
- ...AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry... ...CPA firm.We are searching for a Senior Manager to help lead our team forward. This is an... ...achieve their strategic goals through a proactive, innovative, and future-oriented service...Full timeContract workWork at officeFlexible hours
- ...Confidential Career ConversationsYou help clients plan for their futures. Are you giving your own... ...transferTrust and estate administrationEstate and gift tax planningBusiness succession planningFiduciary matters and high-net-worth clientsWhat Could Your Next Move Offer?More...High net worthPrivate practiceImmediate start
- ...Closes: 2027-08-27Job Summary:The Core Tax Services Senior Manager is responsible for advising clients... ...and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and... ...implementation of work plans (client service plan) if applicable for...Work at officeLocal area
- ...Closes: 2027-08-25Job Summary:The Core Tax Services Senior Manager is responsible for advising clients... ...and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and... ...implementation of work plans (client service plan) if applicable for...Work at officeLocal area
- A Nashville-based entertainment business management firm is seeking an experienced Tax Preparer to join their team. The role involves... ...for touring clients, and assisting in tax planning strategies for entertainers and high-net-worth individuals. The ideal candidate should...High net worth
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