Tax Manager - Public

Job Description

Job Description

We are looking for an experienced Tax Manager to join a collaborative public accounting and advisory environment in Franklin, Tennessee. This role focuses on delivering sophisticated tax services for high-net-worth individuals and privately held businesses while serving as a trusted advisor on planning and compliance matters. The position offers the opportunity to work alongside professionals across tax, advisory, wealth management, and valuation disciplines on complex client needs. It is well suited for someone who brings strong technical tax knowledge, sound judgment, and a proactive approach to client relationships.

Responsibilities:
• Lead the preparation and final review of complex individual tax returns for high-net-worth clients, ensuring accuracy, timeliness, and regulatory compliance.
• Oversee tax engagements for pass-through and corporate entities, including partnerships, S corporations, and related filings with multi-state considerations.
• Advise business owners on tax planning strategies that support growth, operational decisions, and long-term financial objectives.
• Provide guidance on transaction-related tax matters, including ownership changes, business exits, and other restructuring events.
• Manage K-1 reporting and coordinate the tax treatment of entity activity across multiple jurisdictions.
• Serve as a primary point of contact for clients, translating technical tax matters into clear recommendations and building long-term advisory relationships.
• Review financial data and supporting records using tools such as QuickBooks and Lacerte Tax Software to support efficient tax compliance and planning.
• Collaborate with internal professionals across advisory and valuation functions to develop integrated solutions for complex client situations.

• At least 3 years of experience in public accounting or tax advisory, with progressive responsibility in client service and High Net Worth Individual experience.

• Strong background in tax work for high-net-worth individuals and pass-through entities, including partnerships and S corporations.

• Experience preparing or reviewing forms such as 1040, 1065, 1120, and 1120S, along with K-1 reporting requirements.

• Working knowledge of multi-state taxation, annual tax provision concepts, and relevant standards such as ASC 740 and US GAAP.

• Proficiency with tax and accounting systems, including Lacerte Tax Software and QuickBooks.

• Certified Public Accountant designation preferred, or active progress toward completion.

• Excellent communication skills with the ability to manage client relationships in a detail-focused, consultative manner.

• Self-directed work style with strong accountability, organization, and attention to detail.