This is not a traditional public accounting role. There are no billable hours, and we offer a collaborative, entrepreneurial environment where tax professionals are trusted advisors, not technicians. We’re looking for a motivated, detail-oriented Tax Manager to join our in-office team and help shape the future of our integrated tax practice.
Primary Responsibilities :
- Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
- Lead tax planning conversations in collaboration with financial advisors, presenting strategy and projections in client-facing meetings.
- Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
- Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.
- Mentor junior staff, sharing expertise and promoting professional growth across the team.
- Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
- Contribute to process improvements, helping refine workflow and support scalability as our Tax team grows.
Qualifications:
- Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level
- Growth mindset – desire to improve, learn, and evolve in a high-performing team
- Ability to thrive in a fast-paced and dense environment during tax season
- Interest in building a long-term career with access to unique career paths and advancement opportunities as our client continues to grow
- Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)
- CPA, EA, or JD designation required
- 7+ years of experience in a similar setting
- Proven experience working with high-net-worth individuals and family entities
- Proficiency in Microsoft Excel; experience with UltraTax (preferred)
- Strong communication and interpersonal skills, with a client-first mindset
- Comfortable managing multiple priorities in a fast-paced, collaborative environment
Why Join
- No billable hours – Focus on impact, not time sheets
- Relocation bonus available – We’ll help you make Louisville home
- Salary + annual bonus – With incentive equity opportunities available for high performers
- National client exposure – Serve sophisticated clients from across the U.S.
- Collaborative, growing team – Work in a high-growth, team-based culture that values autonomy, accountability, and shared success
- Long-term career path – Opportunities for advancement, education, and equity
Job Type: Full-time
Pay: $125,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Ability to Commute:
- Louisville, KY 40201 (Required)
Ability to Relocate:
- Louisville, KY 40201: Relocate before starting work (Required)
Work Location: In person
