Senior Tax Reviewer / Tax Manager

Senior Tax Reviewer / Tax Manager

We are seeking a highly skilled and detail-oriented Senior Tax Reviewer / Tax Manager to join our growing accounting firm in Nashville, TN. This role will be responsible for reviewing complex individual and business tax returns, identifying tax planning opportunities, implementing tax-saving strategies, mentoring tax staff, and assisting with tax department workflow management.

The ideal candidate combines deep technical tax knowledge with strong leadership and communication skills. This individual will play a key role in maintaining quality control, developing team members, and ensuring exceptional client service while supporting a collaborative and balanced work environment.

Key Responsibilities

Tax Review & Quality Control

• Review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and other entities.

• Ensure compliance with applicable tax laws and firm quality standards.

• Identify issues, risks, omissions, and planning opportunities during the review process.

• Provide clear review notes and guidance to preparers.

• Research complex tax matters and communicate conclusions effectively.

Tax Planning & Strategy

• Develop and recommend proactive tax strategies for individuals and business clients.

• Assist clients with tax minimization and long-term planning initiatives.

• Identify opportunities related to entity structure, deductions, credits, retirement planning, succession planning, and other tax-saving strategies.

• Collaborate with partners and advisors to implement tax planning recommendations.

Staff Leadership & Development

• Mentor, coach, and develop tax preparers and senior staff.

• Provide timely, constructive, and actionable feedback.

• Serve as a technical resource for team members.

• Support staff growth through training and knowledge sharing.

• Foster a positive, collaborative, and team-oriented culture.

Workflow Management

• Assist in managing tax workflow, production schedules, and due dates.

• Monitor project status and help balance workloads across the team.

• Identify process improvements to increase efficiency and quality.

• Help ensure timely completion of client engagements during peak seasons.

• Support department leadership in capacity planning and resource allocation.

Client Service

• Maintain strong relationships with clients.

• Participate in client meetings and tax planning discussions.

• Communicate complex tax concepts in a clear and practical manner.

• Deliver exceptional service while maintaining responsiveness and professionalism.

Qualifications

• CPA license required (or actively maintained equivalent credential).

• Bachelor's degree in Accounting, Finance, or related field.

• 7+ years of public accounting tax experience preferred.

• Extensive experience reviewing individual and business tax returns.

• Strong knowledge of federal and multi-state taxation.

• Demonstrated tax planning and consulting experience.

• Experience mentoring and leading tax professionals.

• Excellent written and verbal communication skills.

• Strong organizational and project management abilities.

• Proficiency with tax preparation and practice management software.

Preferred Qualifications

• Experience reviewing complex pass-through entity returns.

• Experience with high-net-worth individuals and closely held businesses.

• Prior supervisory or managerial experience.

• Advanced tax research skills.

Success Factors

• Technical tax expertise

• Leadership and mentoring ability

• Strong attention to detail

• Strategic thinking

• Client-focused mindset

• Collaborative approach

• Commitment to continuous improvement

Benefits & Work Environment

• Competitive compensation based on experience

• Performance-based bonus opportunities

• Flexible work arrangements

• Hybrid remote work environment

• Professional development and continuing education support

• Collaborative, team-oriented culture

• Strong commitment to work-life balance

At our firm, we believe outstanding client service starts with taking care of our people. We strive to maintain reasonable workloads, flexibility, and a supportive culture. During tax season, team members generally work no more than 50-55 hours per week, allowing professionals to build successful careers without sacrificing personal priorities.