Tax Manager, Wealth Planning

At Burney Tax Advisors, we're looking for a tax professional who's technically strong, genuinely curious about clients, and ready to work at the intersection of tax and comprehensive wealth management, where your advice directly shapes investment decisions and financial plans.

This is not a traditional tax manager role. You won’t spend your career in a compliance queue and worried about billable hours. You’ll be embedded alongside CFPs and portfolio managers, collaborating on integrated planning for high-net-worth clients, with experienced colleagues who will sharpen your skills and expand your toolkit along the way.

If you’re a few years into your career, technically strong, and looking for a place to grow fast, we’d love to talk.

About Burney

Founded in 1974, Burney Wealth Management is a nationally recognized, CNBC FA 100 firm serving 1,000 families across the country. Burney Tax Advisors is our in-house tax practice, built to serve the same clients with the same level of care. We’re a people-centric firm with real career paths and a genuine commitment to developing the people who join us.

This role is based in our Brentwood, TN office, reporting to our Director of Tax and Managing Partner.

What You’ll Do

• Collaborate with Burney Wealth advisors in client meetings to deliver integrated tax and financial planning.

• Prepare and review complex individual, estate, trust, and fiduciary returns (Forms 1041, 706, 709), and contribute to business owner planning as your expertise grows.

• Bring proactive planning ideas to clients before they become missed opportunities.

• Leverage AI-assisted tools to keep compliance work efficient so your focus stays on high-value advisory work.

• Stay current on tax law changes and translate them into clear, actionable guidance for clients and colleagues.

What You Bring

• CPA required

• 2 years of tax experience, with exposure to high-net-worth individuals, estates, or trusts. You don’t need to have seen everything yet, but you need a solid foundation and the curiosity to build on it.

• Comfort with, or eagerness to develop depth in, Forms 1041, 706, and 709.

• Ability to explain complex tax concepts in plain language to clients and non-tax colleagues.

• Exposure to pass-through entities, business owner planning, or an RIA/wealth management environment is a real plus.

Benefits

• Base salary is set to attract serious tax professionals and grows as you do, with bonus potential tied to firm and individual performance.

• 401(k): 15% automatic company contribution, no employee contribution or match required. This is not a typo.

• Health Insurance: 100% company-paid coverage.

• HSA: Annual company contribution.

• Tuition Assistance: Support for continuing education and professional development, including advanced degrees like an MST.

• Open PTO with a 2-week annual minimum.

• Financial Planning Services: Complimentary for employees, discounted for family.

• A supportive, diverse team where professional growth is the norm, not the exception.

Why This Role

Most tax professionals spend years waiting for the work to get interesting. Here, it’s interesting from day one, because you’re sitting next to the people executing the plan, not just filing a return and moving on. We’re investing in the tools, the team, and the people to build something great. If you want to be part of that, we’d love to hear from you.

Apply today and help us build the future of tax planning at Burney.

Burney Wealth Management is an Equal Opportunity Employer committed to providing equal opportunity in employment to all applicants and employees.