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Franklin, Tennessee | Hybrid
$70,000 - $95,000 + bonus
Are you a tax professional ready to take the next step in a more advisory, relationship-driven role? Our client, a full-service investment firm serving a sophisticated portfolio of high-net-worth individuals and families, is seeking a Senior Tax Advisor – Private Wealth & Investments to join its growing team.
This role sits within a sharp, collaborative tax group that values long-term relationships—both with clients and with one another. The firm offers a hybrid schedule with up to three days per week working from home, along with a welcoming, team-oriented culture that includes regular lunches and social outings.
What You’ll Do
What We’re Looking For
Why You’ll Love This Opportunity
PangeaTwo’s goal is to ensure that each recruitment opportunity yields rewarding dividends for both candidates and clients. To survive in the employment world, we suggest you disengage your internal compass and allow us to lead you to unexplored opportunities in your career. Allowing our professional recruiters to be engaged in your career transition might be more beneficial and satisfying to you. PangeaTwo specializes in executive and support positions focused in Accounting, Administrative Support and Information Technology searches across the Southeast. Allow our recruiters the opportunity to speak with you about our current opportunities.
At our clients’ request, only individuals with required experience will be considered.
Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
Your resume will never be submitted to a client without your prior knowledge and consent to do so.
#LI-DNI
IND123
Senior Tax Advisor – Private Wealth & Investments
Senior Tax Advisor – Private Wealth & InvestmentsFranklin, Tennessee | Hybrid
$70,000 - $95,000 + bonus
Are you a tax professional ready to take the next step in a more advisory, relationship-driven role? Our client, a full-service investment firm serving a sophisticated portfolio of high-net-worth individuals and families, is seeking a Senior Tax Advisor – Private Wealth & Investments to join its growing team.
This role sits within a sharp, collaborative tax group that values long-term relationships—both with clients and with one another. The firm offers a hybrid schedule with up to three days per week working from home, along with a welcoming, team-oriented culture that includes regular lunches and social outings.
What You’ll Do
- Prepare and review complex tax returns and supporting workpapers for high-net-worth individuals, trusts, estates, partnerships, and S corporations
- Support tax planning strategies and research to address sophisticated private wealth and investment-related tax matters
- Assist with year-end close processes and contribute to accounting and client advisory projects
- Build and maintain strong client relationships, providing high-touch, consultative service
- Mentor junior team members and support their professional growth
What We’re Looking For
- Bachelor’s degree in Accounting (CPA or CPA-eligible preferred)
- 2+ years of tax experience, ideally working with high-net-worth individuals or private clients
- Strong knowledge of individual, partnership, and S-Corp taxation
- Exposure to trust, estate, and gift taxation is a plus
- Excellent communication skills and a client-focused, advisory mindset
Why You’ll Love This Opportunity
- Hybrid work schedule with up to 3 days per week working from home
- Collaborative, relationship-focused culture with frequent team lunches and social events
- Opportunity to work with sophisticated private wealth and investment clients nationwide
- Clear growth path as the firm continues to expand
- Supportive leadership that values development and long-term careers
PangeaTwo’s goal is to ensure that each recruitment opportunity yields rewarding dividends for both candidates and clients. To survive in the employment world, we suggest you disengage your internal compass and allow us to lead you to unexplored opportunities in your career. Allowing our professional recruiters to be engaged in your career transition might be more beneficial and satisfying to you. PangeaTwo specializes in executive and support positions focused in Accounting, Administrative Support and Information Technology searches across the Southeast. Allow our recruiters the opportunity to speak with you about our current opportunities.
At our clients’ request, only individuals with required experience will be considered.
Please note - if you have recently submitted your resume to a PangeaTwo posting, your qualifications will be considered for other open opportunities.
Your resume will never be submitted to a client without your prior knowledge and consent to do so.
#LI-DNI
IND123