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NorthPoint Search Group
Tax Manager - High Net WorthNorthPoint Search Group • Nashville, TN, US
Tax Manager - High Net Worth

Tax Manager - High Net Worth

NorthPoint Search Group • Nashville, TN, US
30+ days ago
Job type
  • Full-time
Job description

Tax Manager - High Net Worth - Nashville, TN

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.

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Tax Manager - High Net Worth • Nashville, TN, US

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