Tax Manager - High Net Worth
full-time•Nashville
About this role
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.
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.
Other facts
Tech stack
Taxation,Public Accounting,Trusts,Estates,Gift Tax,High-Net-Worth Individuals,Leadership,Staff Development,Decision-Making,Organization,Client Communication,Research,Compliance,Mentoring,Quality Oversight,Business Development
About NorthPoint Search Group
NorthPoint Search Group’s Executive support division offers diverse specialty areas and focuses on the direct hire, project and temporary placement of professionals at all levels across all industries.
INCREASE PRODUCTIVITY. REDUCE DOWNTIME
Selecting a new executive can set the stage for success for your entire company. A game-changing candidate isn’t as rare as you might think. It all comes down to whom you work with to select your next executive.
Ready to TopGrade Your Team - Find out more. CALL NOW - 678-777-5627
Team size: 11-50 employees
Website: http://www.northpointsearchgroup.com
LinkedIn: Visit
Industry: Staffing and Recruiting
Founding Year: 2003
What you'll do
- The Tax Manager leads complex compliance and planning engagements, oversees technical reviews, and strengthens client relationships. They ensure exceptional quality and confidentiality while managing staff and providing expert guidance.
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Frequently Asked Questions
What does a Tax Manager - High Net Worth do at NorthPoint Search Group?
As a Tax Manager - High Net Worth at NorthPoint Search Group, you will: the Tax Manager leads complex compliance and planning engagements, oversees technical reviews, and strengthens client relationships. They ensure exceptional quality and confidentiality while managing staff and providing expert guidance..
Why join NorthPoint Search Group as a Tax Manager - High Net Worth?
NorthPoint Search Group is a leading Staffing and Recruiting company.
Is the Tax Manager - High Net Worth position at NorthPoint Search Group remote?
The Tax Manager - High Net Worth position at NorthPoint Search Group is based in Nashville, Tennessee, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Tax Manager - High Net Worth position at NorthPoint Search Group?
You can apply for the Tax Manager - High Net Worth position at NorthPoint Search Group directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about NorthPoint Search Group on their website.