Lead Advisor · 1 week ago
Sr. Tax Manager
Nashville, TN
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expLead Advisor is a consulting and search firm. They are seeking a Senior Tax Manager to join a growing Tax Department, providing exceptional tax planning and advisory services to high-net-worth clients without business development responsibilities.
ConsultingHuman ResourcesWealth Management
Responsibilities
Provide exceptional tax planning, compliance, and advisory services to high net-worth and family office clients
Review and file a variety of tax returns—including but not limited to Forms 1040, 1041, 1065, and 1120-S—ensuring accuracy and timely submission to the appropriate tax authorities
Lead client meetings to address tax related inquiries and provide strategic recommendations
Collaborate with advisors and internal teams to ensure comprehensive compliance with federal and state tax regulations
Assist with analyzing individual and business tax returns to identify planning opportunities, efficiencies, and potential risks
Conduct research on complex federal and state tax issues and prepare clear, welldocumented responses to client questions
Mentor, train, and support the professional development of junior tax staff members
Manage and execute department-wide initiatives and special projects as assigned by the Tax Director
Qualification
Required
Minimum of 8 years experience in a public accounting firm or an RIA, serving in a Tax Manager or Senior Tax Manager position
Active CPA or JD certification required
Bachelor's degree in accounting, finance, economics, mathematics, or related fields
Exhibit a comprehensive knowledge of the tax issues facing individuals while also having knowledge of S-corps, Trusts, Partnerships, and Non-profits
Detail-oriented, possess excellent time management and prioritization skills
Proficiency in MS Office applications (Word, Excel, and PowerPoint)
Preferred
Experience with CCH Axcess, CCH Workflow, Holistiplan
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase