Tax Manager - High Net Worth
Full-time
NorthPoint Search Group
Tax Manager - High Net Worth - Nashville, TN
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.
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.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Tax Manager - High Net Worth in Nashville, TN vacancy
- ...Job TitleTax ManagerJob DescriptionAs Tax Manager, you'll partner directly with ultra-high-net-worth individuals and family offices, guiding them through complex tax planning, wealth transfer, and compliance strategies that shape financial legacies. What You'll Be Doing...High net worth
Liberty Staffing LLC
Nashville, TN4 days ago $95.4k - $180.4k
...why there’s nowhere like RSM.Our Ultra High Net Worth Multi-Generational Families team focuses... ...have or require complex estate and income tax planning and compliance. Our team of... ...to achieve our clients’ goals. As a Tax Manager, you will be responsible for the following...High net worthFull timeWork experience placementInternshipLocal area- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace... ...PLLC), a licensed CPA firm.We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate...High net worthFull timeContract workWork at officeFlexible hours
$124k - $335k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeH1b- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well...High net worthWork at office
- ...Tax Manager - High Net Worth - Nashville, TNA CPA with at least five years of public accounting experience and specialized expertise in trust, estate, gift, and high-net-worth individual taxation. Performs final technical reviews, leads tax engagements, manages staff,...High net worthFull timeImmediate start
NorthPoint Search Group Inc
Nashville, TN4 days ago $91k - $321.5k
...Description & SummaryAt PwC, our people in tax services focus on providing advice and... ...tax planning and compliance services to high-net-worth individuals and privately-owned... ...guidance to the owners of PwC. As a Senior Manager you are expected to lead large projects,...High net worthFull timeH1bRemote work$100k - $175k
...Job Title: Senior Tax Manager Job Type Full-Time Location Nashville, TN (On-site) Position Overview We are... ...field. Experience working with closely held businesses and high-net-worth individuals. Experience with partnership, corporate, and...High net worthFull timeLocal areaProtouch Staffing
Nashville, TN2 days ago$99k - $266k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeContract workH1b- SHR Talent is partnering with a client to search for a Senior Tax Manager to play a leadership role within its expanding Tax Services... ...Senior Tax Manager will serve as a trusted tax advisor to high‑net‑worth clients, lead complex tax planning initiatives, and act as a...High net worthFull timeWork at office
- Tax Manager - CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm We’re partnering with a fast-growing, well-respected... ...engagements for corporations, partnerships, and high-net-worth individuals Provide strategic tax planning and...High net worthFull timeRemote workFlexible hours
- ...practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families,... ...other people with complicated tax and financial structures. The... ...insurance planning. A Tax Managing Director, Private Client Services...High net worthPrivate practiceWork at office
- Public Tax Manager Who: A CPA-certified tax professional with at least five years of public... ...: A collaborative, inclusive, high-integrity culture focused on professional... ...estate, professional services, and high-net-worth individuals. This role includes reviewing...High net worthFull timeWork at officeImmediate start
$120k - $165k
...Job Description Job Description Tax Manager – Public Accounting Firm Location: Nashville, TN Work Style: Hybrid or In-Office... ..., or related discipline Prior experience working with high-net-worth individuals, trusts, or family offices Comfortable working...High net worthWork at officeFlexible hours3 days per week$100k - $135k
Tax Supervisor This Tax Supervisor role will be based out of our Nashville, TN, New... ...partnership income tax returns Preparing high net worth individual returns Reviewing mid-level... ...outstanding client relationships Ability to manage multiple engagements and competing...High net worthWork at officeLocal area- ...Job Description Job Description Tax Manager – CPA | Hybrid | High-Growth Public Accounting Firm Job Type: Full-time About the Firm:... ...accurate filings for corporations, partnerships, and high-net-worth individuals. Provide strategic tax planning and compliance...High net worthFull timeRemote workFlexible hours
$130k - $160k
...Job Description Job Description Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits... ...Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical...High net worthImmediate startRemote workRelocation$103.1k - $214.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and... ...of professionals providing dedicated tax technical services to both US and global... ...tailored to the unique needs of the high-net worth tax industry. The team has a dedicated focus...High net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours$77k - $214k
...of business advisory needs such as audit, tax compliance, and planning to help improve... ...privately owned entities, entrepreneurs, and high net worth individuals. You’ll be assisting the team focus on key issues like wealth management, compliance, cash flow management, equity...High net worthFull timeH1b$100.35k - $205k
Position Summary Are you a strategic and creative federal tax professional who likes solving complex federal tax issues? Do... ...Recruiting for this role ends on May 31st 2027. What You’ll Do As a Tax Manager within the Business Tax Services group, you will provide federal...Work at officeLocal area- WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine... ...in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.Tax Manager will lead tax strategy and compliance in the Healthcare area....Full timeContract workWork at officeLocal areaFlexible hours
- ...nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers... ...supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines,...
- Tax Managers review and manage tax engagements for clients while mentoring Staff and Senior Accountants. Impactful Managers act as technical advisors, often providing advice or research assistance to team members with complex tax questions and they supervise multiple engagements...Temporary workLocal area
$124k - $335k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... .... Your ability to develop and sustain high performing, diverse, and inclusive teams,... ...deeper level of sophistication. As a Senior Manager you are expected to lead large projects,...Full timeH1b$100.06k - $162.1k
...innovative and sophisticated advisory, assurance and tax services to our clients. As a Tax Manager supporting our Not-For-Profit industry, you will serve... ...geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus,...Full timeWork experience placementLocal areaRemote workRelocation- Job Summary:The Core Tax Services (“CTS”) Senior Manager - ASC740 is responsible for advising clients on the tax implications of their business objectives... ...’s National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740Other...Work at officeLocal area
$110k - $210k
...Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists... ...and Private Client services. As a Trust and Estate Tax Manager based out any of our office locations, you'll work alongside an...Full timeWork at officeLocal areaRemote work$120k - $145k
...About the Opportunity - Assistant Controller Our client, a well-established professional services organization serving high-net-worth individuals and the entertainment industry, is seeking an Assistant Controller to join its growing finance team. This newly created...High net worthWork at officeCreative Financial Staffing
Nashville, TN2 days ago- ...Description Job Description Grubbs CPA Group, PC is a tax and small business accounting firm with a focus on providing high quality services. We are seeking an experienced... ...are essential 6. Organize, prioritize and manage multiple projects under tight deadlines...Full timeSeasonal work
Grubbs CPA Group, PC
Brentwood, TN13 days ago $124k - $335k
...SectorNot ApplicableSpecialismGeneral Tax ConsultingManagement... ...ability to develop and sustain high performing, diverse, and inclusive... ...clients' needs. As a Senior Manager you are expected to lead large... ...; NJ-Florham Park; TX-Fort Worth; NC-Greensboro; CT-Hartford; TX...Full timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Manager - High Net Worth. Be the first to apply!
Related searches
- senior tax director Nashville, TN
- sales & use tax manager Nashville, TN
- tax director Nashville, TN
- remote tax manager Nashville, TN
- state tax manager Nashville, TN
- tax manager Nashville, TN
- senior international tax manager Nashville, TN
- hedge fund private equity tax manager Nashville, TN
- tax manager public accounting Nashville, TN
- property tax manager Nashville, TN