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Tax Manager, High Net Worth

1 month ago

Nashville, Tennessee, United States Frazier & Deeter Full time
Join Frazier & Deeter's Dynamic Team

We are seeking a highly skilled Tax Manager to join our High Net Worth team. As a key member of our team, you will work closely with partners, staff, and clients to deliver exceptional tax services.

Key Responsibilities:
  • Manage the preparation of tax returns for high net worth individual clients, business returns, and trust returns.
  • Collaborate with estate/gift tax subject matter experts to develop income and estate/gift tax planning strategies for clients.
  • Provide innovative tax planning, consulting, and compliance expertise to clients, designing and implementing tax-planning strategies and managing to budget.
  • Develop a project vision and set challenging personal and client service team goals.
  • Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews.
  • Maintain knowledge on changes in tax laws/regulations and industry trends.
Requirements:
  • A Bachelor's degree and/or Master's degree in Accounting.
  • Active CPA license.
  • 5 to 10 years of progressive public accounting tax experience.
  • Experience with corporate taxation, individuals, and partnerships.
  • Ability to develop tax planning strategies for clients.
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates.
  • Excellent verbal and written communication skills.