Senior Tax Manager - Burney Tax Advisors

About the Job

At Burney Tax Advisors, we believe exceptional tax strategy is a cornerstone of comprehensive financial planning. We’re not a traditional CPA firm — we sit inside a fully integrated wealth management ecosystem, which means our tax advisors work alongside CFPs and portfolio managers to deliver planning that actually connects to the bigger picture. If you’re a senior CPA who’s done with compliance-heavy work and wants to spend your time on strategy that matters, we’d love to talk.

Founded in 1974, Burney Wealth Management is a nationally recognized, CNBC FA 100 firm helping 1,000+ families across the country with financial planning, tax planning, retirement planning, and investment management. Burney Tax Advisors is our in-house tax practice, built to serve the same high-net-worth clients with the same level of care. We are a people-centric firm focused on building lasting relationships with our clients and employees, and pride ourselves in providing clear career paths across the firm.

About the Role

We’re hiring a Senior Tax Manager to expand our capacity for sophisticated tax planning in Nashville. This is not a compliance-heavy seat. You’ll spend most of your time on proactive strategy: pass-through entity planning, retirement tax strategy, and tax-efficient wealth transfer. We’re also investing in AI-assisted tools to absorb the routine compliance grind, so the people in this seat stay focused on the high-value advisory work that actually moves the needle for clients.

This role is based in our Brentwood, TN office. You’ll report to our Director of Tax and work closely with the Burney Wealth advisory team on joint client engagements.

What You’ll Do

• Lead advanced tax planning engagements for high-net-worth clients including individuals, families, estates, and trusts, as well as business owners where applicable.
• Collaborate with Burney Wealth advisors in joint client meetings to deliver integrated tax and financial planning.
• Prepare and review complex individual, estate, trust, and fiduciary returns (Forms 1041, 706, 709) alongside partnerships and S-corp returns where needed.
• Bring planning opportunities to clients proactively, before they become missed opportunities.
• Help build the tax practice over time, including systems, capacity, and eventually a team beneath you.
• Stay current on tax law changes and translate them into clear, actionable guidance for clients.

What You Bring

• CPA required; advanced degree (MST or LLM in Tax) strongly preferred
• 5+ years of tax experience with demonstrated depth in high-net-worth individual, estate, and trust returns — comfort with Forms 1041, 706, and 709 is essential
• Experience with pass-through entities, S-corps, and business owner tax planning is a strong plus
• Experience working alongside or within a wealth management or RIA environment is a real differentiator
• You can explain complex tax strategy in plain language, to clients and to colleagues who aren’t tax people

Benefits at Burney Tax Advisors

• Base salary reflective of senior-level tax expertise
• 401(k): 15% automatic company contribution—no match or contribution required
• Health Insurance: 100% company-paid coverage
• HSA: Annual company contribution to support your health and wellness
• Tuition Assistance: Support for continuing education and professional development
• Vacation Policy: Open time-off policy with a 2-week annual minimum to ensure balance
• Financial Planning Services: Complimentary for employees, discounted for family
• Work Environment: A supportive, diverse, and fun team culture where professional growth and personal goals go hand in hand

Why Burney?

At Burney Tax Advisors, you’ll do planning work that actually goes somewhere. Your recommendations feed directly into investment decisions and financial plans, because your colleagues are CFPs and portfolio managers, not just other CPAs. If you’re technically strong, client-oriented, and ready to build something, this is the right seat.

Apply today and help us elevate the future of tax planning.

Equal Opportunity Employer

Burney Wealth Management is committed to providing equal opportunity in employment to all applicants and employees