HNW Tax Manager / Senior Manager – Private Client Services

Nashville / Brentwood, TN | Exceptional Hybrid Flexibility | Bonus Potential Up to 20%

Enjoy working with sophisticated HNW clients but wish you had more flexibility in how and where you work?

I'm representing a highly respected, well-established CPA firm in the Nashville area looking for an experienced HNW Tax Manager or Senior Manager to join its Private Client practice.

This opportunity offers the chance to work with high-net-worth individuals, families, and privately held businesses while enjoying substantial flexibility, professional autonomy, and the resources of an established firm.

What Makes This Opportunity Different?

• Exceptional flexibility: A hybrid environment built around professional responsibility and client needs, with reduced office attendance possible once established.
• Attractive compensation: Competitive base salary plus a discretionary bonus of up to 20%, with a strong history of payouts.
• Generous time off: Five weeks of PTO plus 12 paid holidays.
• Excellent benefits: Employer-paid employee-only health insurance and employer 401(k) contributions under the plan.
• Professional support: Paid CPA licensing, CPE, and professional memberships.
• Meaningful work: Sophisticated HNW/UHNW clients, complex planning opportunities, and direct client relationships.
• Room to grow: A collaborative environment offering professional development and advancement opportunities.

What We're Looking For

• Strong experience with complex individual income tax returns (1040) for HNW/UHNW clients.
• Experience with trust and fiduciary income tax returns (1041).
• Partnership taxation (1065), including K-1s and closely held businesses.
• Tax planning, client advisory, and relationship management skills.
• Experience reviewing tax returns and mentoring staff.
• Current or recent public accounting experience.
• CPA preferred.

Location: Nashville / Brentwood, TN. Flexible hybrid arrangement. Some office attendance is expected, particularly while becoming established.

If you're an experienced Private Client Tax professional who enjoys challenging work but would welcome more flexibility and a supportive environment, I'd enjoy a confidential conversation.