Tax Manager - High Net Worth

Company: NorthPoint Search Group
Location: Nashville
Posted on: April 1, 2026

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.

Keywords: NorthPoint Search Group, Smyrna , Tax Manager - High Net Worth, Accounting, Auditing , Nashville, Tennessee