Talent.com
Staff Financial Group
Tax Manager - High Net WorthStaff Financial Group • Nashville, TN, US
Tax Manager - High Net Worth

Tax Manager - High Net Worth

Staff Financial 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.
Create a job alert for this search

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

Similar jobs

Tax Senior Manager

CBIZNashville, TN, United States
Full-time

Essential Functions and Primary Duties.Regarded as a Subject Matter Expert within business unit and shares knowledge.Make recommendations on internal department procedures.Recognize business opport... Show more

 • Promoted

Tax Manager - Corporate Accounting

Thorndale PartnersNashville, TN, United States
Full-time

We are looking for an experienced Tax Accounting Manager to lead and develop a team of tax accountants.Candidates considered will hold a CPA and a minimum of 5 years of tax experience with at least... Show more

 • Promoted

Sr Manager Income Tax

LKQNashville, TN, United States
Full-time

We're looking for motivated individuals to join our team at LKQ Corporation.With opportunities for growth, competitive benefits, and a supportive work environment, LKQ is the place to be.Apply now ... Show more

 • Promoted

Tax Manager, Exempt Organizations

CroweNashville, TN, United States
Full-time

Manager Exempt Organizations Tax Services.Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you'r... Show more

 • Promoted

Tax Manager - Business Tax Services

RubinBrown LLPNashville, TN, United States
Full-time

Tax Manager - Business Tax Services.Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms.The RubinBrown name and reputation are synonymous wit... Show more

 • Promoted

Tax Manager/Senior Manager

Calvetti FergusonNashville, TN, United States
Full-time

Tax Manager/Senior Manager/h2pNashville, Tennessee, United States/ppCalvetti Ferguson is a leading CPA and advisory firm thats more than just numbers.Were a team of passionate professionals who are... Show more

 • Promoted

Tax Manager

Liberty StaffingNashville, TN, United States
Full-time

As 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 fi... Show more

 • Promoted

Tax Manager

Career MovementNashville, TN, United States
Full-time

Tax Manager/h2pThe Tax Manager will serve as a key advisor on tax matters, with expertise in accounting under US GAAP, multi-state tax law, and tax return regulations.Key responsibilities include p... Show more

 • Promoted

Tax Manager

NFP CorpNashville, TN, United States
Full-time

Ground Control (a Wealthspire company) is a business management firm built for those with boundless potential.We act as a financial concierge, designing and implementing a customized plan to meet t... Show more

 • Promoted

Tax Manager - Nashville, TN

Rodefer Moss & Co, PLLCNashville, TN, United States
Full-time

Are you a leader? Would you like to grow your career in public accounting and still enjoy work-life balance and a positive, friendly environment? Rodefer Moss, PLLC is a regional CPA firm that oper... Show more

 • Promoted

Tax Manager

Rogers Group Inc.Nashville, TN, United States
Full-time

Rogers Group is currently seeking Corporate Tax Manager to join our in-house tax team.This position is on-site and plays a vital role in supporting the department's daily operations and long-term g... Show more

 • Promoted

Tax Manager - High Net Worth

NorthPoint Search GroupNashville, TN, United States
Full-time

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 taxa... Show more

 • Promoted

Tax Senior Manager, Core Tax Services

BDO USANashville, TN, United States
Full-time

Core Tax Services Senior Manager.The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative ... Show more

 • Promoted

Senior Tax Manager - Enterprise Tax

AprioNashville, TN, United States
Full-time

Join Aprio's Tax team and you will help clients maximize their opportunities.Aprio is a progressive, fast-growing firm looking for a Senior Tax Manager to join their dynamic team.Consolidated C cor... Show more

 • Promoted

Manager, Corporate Transaction Tax (M&A Tax)

Alvarez & MarsalNashville, TN, United States
Part-time

Manager, Corporate Transaction Tax (M&A Tax).Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals.We take a hands-on approach to solvin... Show more

 • Promoted

Tax Manager - High Net Worth

Staff Financial GroupNashville, TN, United States
Full-time

Tax Manager Estates, Trusts & High-Net-Worth.Who: A CPA with at least five years of public accounting experience and specialized expertise in trust, estate, gift, and high-net-worth individual tax... Show more

 • Promoted

Tax Manager, High Net Worth

Frazier & DeeterNashville, TN, United States
Full-time

Nashville, Tennessee, United States.Join Frazier & Deeter and be a part of a rapidly growing top 50 accounting & advisory firm that has been repeatedly named a best firm to work for, a best firm fo... Show more

 • Promoted

Tax Manager

Baker TillyNashville, TN, United States
Full-time

Tax Manager Opportunity At Baker Tilly.Join Baker Tilly as a Tax Manager with our Nashville office! This is a great opportunity to be a valued advisor delivering tax and business advisory services ... Show more

 • Promoted

Tax Manager (Nashville, TN Hybrid)

HarperCollins PublishersNashville, TN, United States
Full-time

The candidate will report to the Tax Director, based in Nashville and serve the primary role of managing the HarperCollins global tax function.Ideal candidate must be willing to manage and assist o... Show more

 • Promoted

Tax Manager, Core Tax Services

BDO USANashville, TN, United States
Full-time

Tax Manager, Core Tax Services.The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative acti... Show more