Senior Tax Manager - High Net Worth

Senior Tax Manager - High Net Worth

Location: Nashville, TN

Overview

A fast-growing national accounting and advisory firm is seeking a Senior Tax Manager for its high net worth tax practice in Nashville, Tennessee. You will work closely with partners, staff and high net worth clients to plan, manage, review and complete complex engagements, and serve as a leader within the practice, guiding teams and advising clients on complex tax matters.

Responsibilities

• Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts
• Identify and analyze tax issues and clearly communicate relevant issues, authority and conclusions
• Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution and delivery
• Build and maintain strong client relationships and lead client meetings and presentations
• Ensure timely and accurate filing of client tax returns and meet all regulatory deadlines
• Review team members' work and provide constructive feedback on quality and accuracy
• Work with partners, senior managers, seniors and staff on client service and new business development
• Monitor engagement profitability by managing budgets, billing and client expectations

Qualifications

• Bachelor's and/or master's degree in accounting
• Active CPA license required
• 8+ years of progressive public accounting experience focused on high net worth tax planning, compliance and consulting
• Deep understanding of estate, gift and trust tax laws, including grantor trust rules (IRC Sections 671-679)
• Familiarity with family office services and private foundation structures
• Proven expertise overseeing complex client engagements and developing tax planning strategies
• Proficiency in tax software (e.g., CCH Axcess) and Microsoft Office
• Experience supervising, training and reviewing the work of staff and senior associates

If you are interested in connecting further about this opportunity or other public accounting opportunities, please apply here or email me directly at austin.eppard@gogpac.com or call/text (605) 872-5131.

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.

GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.