Manta Search · 1 day ago
Senior Tax Manager (High Net Worth)
Franklin, TN
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
7+ years expManta Search is a boutique wealth management practice providing comprehensive tax planning and advisory services to high-net-worth individuals. The Senior Tax Manager will oversee complex tax matters for clients and help shape the firm’s tax strategy and future growth.
Staffing & Recruiting
Hiring Manager
Lauren Lehman
Responsibilities
Manage and review complex individual, trust, estate, and pass-through entity tax returns for high-net-worth clients
Serve as a trusted tax advisor to clients, providing proactive tax planning, wealth transfer, and strategic advisory services
Collaborate closely with wealth advisors, investment teams, and external professionals (attorneys, CPAs, bankers)
Lead tax planning initiatives related to estate planning, charitable giving, business succession, and investment strategies
Oversee and mentor junior tax staff; review work and provide technical guidance
Stay current on federal and state tax regulations impacting high-net-worth individuals and private wealth structures
Assist with process improvements and help build scalable tax infrastructure as the firm grows
Participate in client meetings and play a visible role in relationship management
Qualification
Required
CPA license is required
7+ years of experience in high-net-worth tax, private client services, or wealth management
Strong background with individual, trust, estate, and pass-through entity taxation
Excellent client-facing and communication skills
Proven ability to manage multiple complex engagements with a high level of accuracy and discretion
Preferred
Experience working with affluent families, family offices, or wealth management firms strongly preferred
Benefits
Competitive compensation and benefits aligned with experience
Company
Manta Search
We are a boutique search firm delivering fast, accurate shortlists with a focus on long-term fit.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase