Tax Principal

Wertz & Associates•Brentwood, TN

10d•Hybrid

About The Position

Our client, a nationally recognized consulting, tax, accounting, audit, and advisory firm, is seeking an experienced Tax Principal to join its growing tax leadership team in the Nashville market. This is an opportunity to work alongside some of the industry's most respected advisors while serving as a trusted consultant to business owners, healthcare organizations, financial institutions, real estate investors, manufacturers, nonprofit organizations, and professional service firms throughout the country. The ideal candidate is an accomplished tax leader who combines technical excellence with relationship-building, business development, mentoring, and strategic advisory capabilities. This role provides significant exposure to: Tax Advisory & Consulting, Federal & Multi-State Tax Planning, Pass-Through Entity Taxation, Business Strategy & Growth Planning, Nonprofit & Healthcare Tax Matters, Real Estate Tax Planning, Team Leadership & Development, Practice Growth & Business Development. As a Tax Principal, you'll serve as both a strategic advisor and business leader while helping drive the continued growth of a thriving tax practice. You'll work closely with executives, investors, entrepreneurs, healthcare systems, closely held businesses, ownership groups, and nonprofit organizations while leading sophisticated planning, consulting, and compliance engagements.

Requirements

CPA, EA, or equivalent professional credential
8+ years of tax experience in public accounting, consulting, or corporate tax leadership
Strong tax planning and advisory experience
Experience managing client relationships and complex engagements
Demonstrated leadership and mentoring abilities
Excellent communication and business-development skills
Strategic mindset and strong problem-solving capabilities

Nice To Haves

Thinks like a business advisor rather than simply a tax technician
Enjoys developing long-term client relationships
Has a passion for mentoring and leadership
Brings an entrepreneurial mindset to practice growth
Enjoys helping organizations solve complex business and tax challenges
Wants meaningful influence over client and firm success
Values collaboration, innovation, and continuous improvement

Responsibilities

Lead complex tax planning, consulting, and compliance engagements
Develop proactive tax strategies that support business growth and profitability
Advise clients on entity structuring, ownership transitions, and strategic business decisions
Provide guidance on complex federal, state, and local tax matters
Serve as a trusted advisor to executives, business owners, and organizational leaders
Build and strengthen long-term client relationships
Deliver exceptional client service and business insight
Identify opportunities to expand and deepen client engagements
Collaborate with management teams and stakeholders on critical business initiatives
Help clients navigate evolving regulatory and tax environments
Lead and develop tax professionals across multiple levels
Mentor future managers, directors, and firm leaders
Provide technical guidance and professional development support
Foster a collaborative culture focused on excellence and client service
Support recruiting, retention, and talent development initiatives
Participate in networking, speaking engagements, and industry events
Assist with strategic growth initiatives and market expansion
Develop relationships with referral sources and prospective clients
Support proposal development and client presentations
Contribute to the ongoing evolution of the firm's tax practice