Senior Tax Manager (CPA) (3753)

LEVEL GROUP LTD • Nashville, TN

10d • Hybrid

About The Position

The Sr. Tax Manager at Level Group balances high-level technical mastery with dynamic team leadership. In this role, you will oversee comprehensive corporate and individual tax strategies for high-earning entertainment clients, manage our end-to-end filing pipeline, and mentor internal teams to elevate the firm's operational excellence.

Requirements

• Bachelor’s degree in Accounting, Business Administration, Finance, Tax Law, or a related field
• Active CPA license is strictly required.
• Minimum of 4 years’ professional work experience in public accounting or business management.
• Extensive experience preparing tax returns for individuals, alongside strong experience working with corporations, partnerships, and high-net-worth individuals.
• Minimum of 2 years in a dedicated management role, with a proven record of supervising, motivating, inspiring, and training staff to foster a positive work environment.
• Strong Communication: Ability to seamlessly facilitate internal and external communication, lead impact meetings, and provide clear updates to teams and senior leadership on key metrics and operational progress.
• Financial Acumen: Deep background in financial oversight, strategic tax planning, auditing, and small business management.
• Form Expertise: Exceptional, proven skills reviewing Form 1040 and Form 1040-NR (non-resident alien), paired with strong professional familiarity with Forms 1120, 1120-S, and 1065.
• Technical Proficiency: Professional familiarity with accounting software such as QuickBooks, project management tools, Office 365, and relevant modern tech suites.
• Process Innovation: Ability to confidently identify, select, and implement technology solutions to continuously streamline workflows and scale efficiency.

Nice To Haves

• An advanced degree is preferred.
• Proven background in tax strategy and tax notice resolution is highly preferred.

Responsibilities

• Lead and oversee comprehensive tax strategy for all corporate and individual clients.
• Provide strategic tax guidance to Account Managers and develop their tax filing knowledge.
• Offer expert advice on complex tax matters for high-earning individuals and entertainment entities.
• Ensure accurate, proactive, and timely tax compliance for all clients across the firm's portfolio.
• Manage the end-to-end tax filing process for both corporate entities and individual clients.
• Review and audit complex financial statements to ensure absolute correctness.
• Monitor and track the live status of tax preparation and filings to ensure all deadlines are met.
• Serve as the primary, authoritative liaison between external CPA partners and internal teams.
• Analyze received tax notices and execute swift, appropriate actions for timely and effective resolutions.
• Communicate directly with federal, state, and local tax authorities via written correspondence or phone.
• Review and file critical client compliance documents, including 1099 and 1042-S forms.
• Partner closely with fellow Tax Managers to meet overarching Tax Department deliverables and operational excellence goals.
• Ensure the highest level of quality assurance across all departmental work and output.
• Administrate annual tax training programs for the broader firm.
• Communicate key tax deadlines, regulatory updates, and shifts in policy or internal procedures.
• Identify specific training needs and procure resources for individual and team professional development.
• Leverage unique team members' strengths and strategically provide opportunities for career growth.
• Deliver consistent, constructive feedback and prepare comprehensive annual performance evaluations.
• Manage specialized projects and handle ad hoc needs as required by incoming new business or shifting regulatory requirements.
• Proactively identify and implement innovative workflow solutions to increase efficiency.
• Promote, live by, and exemplify Level Group’s core company values daily.

Benefits

• Competitive Compensation: $150,000 base salary plus performance bonuses tailored to your experience and qualifications.
• Health & Wellness: Comprehensive Health, Dental, and Vision insurance plans.
• Retirement Planning: Secure 401(k) retirement plan featuring an annual company contribution.
• Financial Protection: Complimentary basic life insurance coverage.
• Generous Time Off: A robust Paid Time Off (PTO) policy paired with an annual paid holiday schedule.
• Vibrant Environment: Casual dress code daily, fun and collaborative colleagues, stocked office snacks, regular company-sponsored events, and team-building outings.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior