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Senior Tax Reviewer / Tax Manager

  • Mount Juliet, TN
  • Accounting/Finance
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.