About this role
Senior Tax Reviewer / Tax Manager
We are seeking a highly skilled and detail-oriented Senior Tax Reviewer / Tax Manager to join our growing accounting firm in Nashville, TN. This role will be responsible for reviewing complex individual and business tax returns, identifying tax planning opportunities, implementing tax-saving strategies, mentoring tax staff, and assisting with tax department workflow management.
The ideal candidate combines deep technical tax knowledge with strong leadership and communication skills. This individual will play a key role in maintaining quality control, developing team members, and ensuring exceptional client service while supporting a collaborative and balanced work environment.
Key Responsibilities
Tax Review & Quality Control
- ##### Review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and other entities.
- ##### Ensure compliance with applicable tax laws and firm quality standards.
- ##### Identify issues, risks, omissions, and planning opportunities during the review process.
- ##### Provide clear review notes and guidance to preparers.
- ##### Research complex tax matters and communicate conclusions effectively.
Tax Planning & Strategy
- ##### Develop and recommend proactive tax strategies for individuals and business clients.
- ##### Assist clients with tax minimization and long-term planning initiatives.
- ##### Identify opportunities related to entity structure, deductions, credits, retirement planning, succession planning, and other tax-saving strategies.
- ##### Collaborate with partners and advisors to implement tax planning recommendations.
Staff Leadership & Development
- ##### Mentor, coach, and develop tax preparers and senior staff.
- ##### Provide timely, constructive, and actionable feedback.
- ##### Serve as a technical resource for team members.
- ##### Support staff growth through training and knowledge sharing.
- ##### Foster a positive, collaborative, and team-oriented culture.
Workflow Management
- ##### Assist in managing tax workflow, production schedules, and due dates.
- ##### Monitor project status and help balance workloads across the team.
- ##### Identify process improvements to increase efficiency and quality.
- ##### Help ensure timely completion of client engagements during peak seasons.
- ##### Support department leadership in capacity planning and resource allocation.
Client Service
- ##### Maintain strong relationships with clients.
- ##### Participate in client meetings and tax planning discussions.
- ##### Communicate complex tax concepts in a clear and practical manner.
- ##### Deliver exceptional service while maintaining responsiveness and professionalism.
Qualifications
- ##### CPA license required (or actively maintained equivalent credential).
- ##### Bachelor's degree in Accounting, Finance, or related field.
- ##### 7+ years of public accounting tax experience preferred.
- ##### Extensive experience reviewing individual and business tax returns.
- ##### Strong knowledge of federal and multi-state taxation.
- ##### Demonstrated tax planning and consulting experience.
- ##### Experience mentoring and leading tax professionals.
- ##### Excellent written and verbal communication skills.
- ##### Strong organizational and project management abilities.
- ##### Proficiency with tax preparation and practice management software.
Preferred Qualifications
- ##### Experience reviewing complex pass-through entity returns.
- ##### Experience with high-net-worth individuals and closely held businesses.
- ##### Prior supervisory or managerial experience.
- ##### Advanced tax research skills.
Success Factors
- ##### Technical tax expertise
- ##### Leadership and mentoring ability
- ##### Strong attention to detail
- ##### Strategic thinking
- ##### Client-focused mindset
- ##### Collaborative approach
- ##### Commitment to continuous improvement
Benefits & Work Environment
- ##### Competitive compensation based on experience
- ##### Performance-based bonus opportunities
- ##### Flexible work arrangements
- ##### Hybrid remote work environment
- ##### Professional development and continuing education support
- ##### Collaborative, team-oriented culture
- ##### Strong commitment to work-life balance
At our firm, we believe outstanding client service starts with taking care of our people. We strive to maintain reasonable workloads, flexibility, and a supportive culture. During tax season, team members generally work no more than 50-55 hours per week , allowing professionals to build successful careers without sacrificing personal priorities.
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