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PANGEATWO · 9 hours ago

Senior Tax Advisor – Private Wealth & Investments

Franklin, TN

Full-time

Hybrid

Mid, Senior Level

$70K/yr - $95K/yr

2+ years exp

PANGEATWO is a full-service investment firm serving high-net-worth individuals and families, and they are seeking a Senior Tax Advisor – Private Wealth & Investments to join its growing team. This role involves preparing and reviewing complex tax returns, supporting tax planning strategies, and building strong client relationships in a collaborative tax group.

ConsultingHuman ResourcesInformation TechnologySmall and Medium BusinessesStaffing Agency

Hiring Manager

Leigh Ellen Melson, CPA

Responsibilities

Prepare and review complex tax returns and supporting workpapers for high-net-worth individuals, trusts, estates, partnerships, and S corporations

Support tax planning strategies and research to address sophisticated private wealth and investment-related tax matters

Assist with year-end close processes and contribute to accounting and client advisory projects

Build and maintain strong client relationships, providing high-touch, consultative service

Mentor junior team members and support their professional growth

Qualification

Tax planning strategiesIndividual taxationPartnership taxationS-Corp taxationTrust taxationEstate taxationGift taxationMentoring junior team membersCommunicationClient-focused mindset

Required

Bachelor's degree in Accounting (CPA or CPA-eligible preferred)

2+ years of tax experience, ideally working with high-net-worth individuals or private clients

Strong knowledge of individual, partnership, and S-Corp taxation

Excellent communication skills and a client-focused, advisory mindset

Preferred

Exposure to trust, estate, and gift taxation is a plus

Benefits

Hybrid work schedule with up to 3 days per week working from home

Collaborative, relationship-focused culture with frequent team lunches and social events

Clear growth path as the firm continues to expand

Supportive leadership that values development and long-term careers

Company

PANGEATWO

We are PangeaTwo, an executive search, consulting, and staffing firm, who have chosen a different path than the well-traveled roads of our industry.

Birmingham, Alabama, USA

201-500 employees

http://www.pangeatwo.com

Funding

Current Stage

Growth Stage

Leadership Team

Jody Jones

Chief Executive Officer

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