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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
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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.
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.
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.
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.
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.
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.
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.
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
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
