Senior Tax Manager
Synergy Search, nashville, remote, United States
A growing wealth management firm in the Nashville area is looking for a Senior Tax Manager to join their in-house tax practice. This is a collaborative, planning-focused role working alongside financial advisors to serve high-net-worth clients, not a traditional CPA firm environment.
What You'll Do
- Lead tax planning engagements for high-net-worth individuals, families, estates, and trusts
- Prepare and review complex returns including Forms 1041, 706, 709, and pass-through entity returns
- Partner with wealth advisors in joint client meetings
- Proactively bring planning opportunities to clients
- Help build out a growing tax practice over time
What You're Bringing
- CPA required
- 4+ years of tax experience with high-net-worth individuals, estates, and trusts
- Pass-through entity experience (S-corps, partnerships) preferred
- Wealth management or RIA background a differentiator