Family Office Tax Manager (40 hour work week) - Navigate Search

About the Company: We work with small, midsize and large top 10 firms based in Nashville. These firms handle C and S corporations, Partnerships, HNW, Trust and Estate, Gift, and International tax. The owner is seeking to bring on a Tax Manager who can assume leadership responsibilities with celebrity clients in the entertainment space.

Responsibilities:

• Oversee and manage all aspects of the tax compliance process for C and S corporations and high-net-worth individuals.
• Coordinate and review complex tax returns, ensuring accuracy and compliance with federal, state, and local regulations.
• Provide tax planning and consulting services, advising clients on strategies to minimize tax liabilities.
• Stay updated on tax law changes and communicate relevant information to clients to ensure compliance and optimize tax strategies.
• Assist in the preparation of financial statements and work closely with the accounting team to ensure accurate tax filings.
• Train and mentor junior staff members, fostering a collaborative team environment.
• Communicate with IRS and other tax authorities regarding audits, inquiries, and discrepancies as needed.
• Build and maintain strong client relationships, providing exceptional service and developing new business opportunities.
• Lead tax projects and special assignments as required, directly contributing to the firm’s growth and success.

Essential Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Master’s degree in Taxation or an MBA with a tax concentration is a plus.
• Active CPA license is required.
• Strong understanding of tax laws, regulations, and compliance related to C and S corporations.
• Proficiency in tax preparation software and accounting systems.

Desired Experience:

• Minimum of 5 years of experience in public accounting with a focus on taxation.
• Demonstrated experience in managing multiple client accounts and complex tax situations.
• Proven track record of effective communication with clients, providing clear and confident advice on tax issues.
• Management experience is preferred, including the ability to lead and develop a team.
• Experience with high-net-worth individual tax strategies is a bonus.

Salary & Benefits:

• Salary Type: Salary Negotiable but most would like to stay under 175k
• Comprehensive benefits package including health insurance, retirement plans, and paid time off.
• Opportunities for professional development and continuing education.
• Supportive and collaborative work environment with a focus on work-life balance.
• If you are looking to take the next step in your career and are passionate about providing exceptional tax services, we encourage you to apply for the Tax Manager