Senior Tax Reviewer / Tax Manager

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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.

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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.

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Key Responsibilities

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Tax Review & Quality Control

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Review federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, and other entities.
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Ensure compliance with applicable tax laws and firm quality standards.
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Identify issues, risks, omissions, and planning opportunities during the review process.
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Provide clear review notes and guidance to preparers.
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Research complex tax matters and communicate conclusions effectively.
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Tax Planning & Strategy

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Develop and recommend proactive tax strategies for individuals and business clients.
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Assist clients with tax minimization and long-term planning initiatives.
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Identify opportunities related to entity structure, deductions, credits, retirement planning, succession planning, and other tax-saving strategies.
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Collaborate with partners and advisors to implement tax planning recommendations.
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Staff Leadership & Development

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Mentor, coach, and develop tax preparers and senior staff.
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Provide timely, constructive, and actionable feedback.
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Serve as a technical resource for team members.
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Support staff growth through training and knowledge sharing.
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Foster a positive, collaborative, and team-oriented culture.
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Workflow Management

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Assist in managing tax workflow, production schedules, and due dates.
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Monitor project status and help balance workloads across the team.
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Identify process improvements to increase efficiency and quality.
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Help ensure timely completion of client engagements during peak seasons.
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Support department leadership in capacity planning and resource allocation.
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Client Service

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Maintain strong relationships with clients.
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Participate in client meetings and tax planning discussions.
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Communicate complex tax concepts in a clear and practical manner.
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Deliver exceptional service while maintaining responsiveness and professionalism.
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Qualifications

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CPA license required (or actively maintained equivalent credential).
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Bachelor's degree in Accounting, Finance, or related field.
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7+ years of public accounting tax experience preferred.
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Extensive experience reviewing individual and business tax returns.
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Strong knowledge of federal and multi-state taxation.
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Demonstrated tax planning and consulting experience.
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Experience mentoring and leading tax professionals.
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Excellent written and verbal communication skills.
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Strong organizational and project management abilities.
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Proficiency with tax preparation and practice management software.
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Preferred Qualifications

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Experience reviewing complex pass-through entity returns.
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Experience with high-net-worth individuals and closely held businesses.
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Prior supervisory or managerial experience.
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Advanced tax research skills.
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Success Factors

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Technical tax expertise
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Leadership and mentoring ability
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Strong attention to detail
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Strategic thinking
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Client-focused mindset
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Collaborative approach
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Commitment to continuous improvement
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Benefits & Work Environment

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Competitive compensation based on experience
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Performance-based bonus opportunities
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Flexible work arrangements
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Hybrid remote work environment
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Professional development and continuing education support
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Collaborative, team-oriented culture
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Strong commitment to work-life balance
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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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Senior Tax Reviewer / Tax Manager

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