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Core Income Advisors Jobs in Tennessee (NOW HIRING)

Biltmore Company

$86K - $111K/yr

... teams and external advisors, with a focus on improving visibility, enhancing processes, and ... tax, and income & franchise taxes Manage the tax calendar to ensure all deadlines are met with ...

PYA P C

Tax Manager - Private Wealth

Knoxville, TN · On-site

$91K - $120K/yr

Serve as a trusted advisor, proactively identifying tax‑planning opportunities and advising ... Meet with clients to review income, discuss tax implications, and provide strategic recommendations

PYA P C

Tax Senior - Private Wealth

Knoxville, TN · On-site

$67K - $83K/yr

Serve as a trusted advisor, proactively identifying tax‑planning opportunities and advising ... Meet with clients to review income, discuss tax implications, and provide strategic recommendations

Crowe LLP

Tax Manager, Exempt Organizations

Knoxville, TN · On-site +1

$105K - $138K/yr

Advise clients on complex tax issues specific to exempt organizations, such as unrelated business ... income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution ...

Crowe LLP

Tax Manager, Exempt Organizations

Nashville, TN · On-site +1

$107K - $140K/yr

Advise clients on complex tax issues specific to exempt organizations, such as unrelated business ... income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution ...

Alpine Legacy Group

Sales Representative

Germantown, TN · On-site

$64K - $85K/yr

... control of their income, enjoy a healthy work-life balance, and grow both personally and ... one, and become a trusted advisor within your community. Core Responsibilities * Develop ...

Alpine Legacy Group

Sales Representative

Brentwood, TN · On-site

$64K - $85K/yr

... control of their income, enjoy a healthy work-life balance, and grow both personally and ... one, and become a trusted advisor within your community. Core Responsibilities * Develop ...

Alpine Legacy Group

Sales Representative

Cookeville, TN · On-site

$64K - $85K/yr

... control of their income, enjoy a healthy work-life balance, and grow both personally and ... one, and become a trusted advisor within your community. Core Responsibilities * Develop ...

Alpine Legacy Group

Sales Representative

Lebanon, TN · On-site

$64K - $85K/yr

... control of their income, enjoy a healthy work-life balance, and grow both personally and ... one, and become a trusted advisor within your community. Core Responsibilities * Develop ...

BDO USA

Tax Senior Manager, ASC740

Nashville, TN · On-site

The Core Tax Services ("CTS") Senior Manager - ASC740 is responsible for advising clients on the ... Clearly and concisely explains and discusses components of the income tax provision and uncertain ...

BDO

Tax Senior Manager, ASC740

Nashville, TN · On-site

The Core Tax Services ("CTS") Senior Manager - ASC740 is responsible for advising clients on the ... Clearly and concisely explains and discusses components of the income tax provision and uncertain ...

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Showing results 41-60

All JobsCore Income Advisors JobsCore Income Advisors Jobs in Tennessee

Core Income Advisors information

What is the difference between Core Income Advisors vs Financial Planners?

AspectCore Income AdvisorsFinancial Planners
CertificationsCertified Financial Planner (CFP), Series 7/66CFP, ChFC, or similar
Work EnvironmentFinancial advisory firms, banks, independentIndependent practice, firms, or banks
Primary FocusGenerating income strategies, retirement, cash flowComprehensive financial planning, investments, estate

Core Income Advisors and Financial Planners often share certifications and work environments, but Core Income Advisors focus specifically on income strategies and retirement cash flow, while Financial Planners provide broader financial planning services. Both roles serve clients' financial needs but differ in scope and specialization.

What are popular job titles related to Core Income Advisors jobs in Tennessee? For Core Income Advisors jobs in Tennessee, the most frequently searched job titles are:
What job categories do people searching Core Income Advisors jobs in Tennessee look for? The top searched job categories for Core Income Advisors jobs in Tennessee are:
What cities in Tennessee are hiring for Core Income Advisors jobs? Cities in Tennessee with the most Core Income Advisors job openings:
Core Income Advisors jobs near you
Infographic showing various Core Income Advisors job openings in Tennessee as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Tax Senior Manager, Core Tax Services

BDO USA

Nashville, TN • On-site

Full-time

Retirement

Re-posted 6 days ago

Job description


Job Summary:
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.
Job Duties:
  • Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities
  • Manages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partners
  • Contributes to client satisfaction by providing timely services and work product
  • Demonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developments
  • Tax Compliance
    • Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
    • Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.
    • Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
    • Plans and reviews the tax process and the procedures to be performed to include:
    • Budgeting and staffing
    • Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
    • Timely billing including management of identified out-of-scope activity and communication to client
    • Timely collection of A/R
    • Manages client relationships/expectations in accordance with the project
    • Provides advice to clients in a timely manner;
  • Research
    • Identifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
    • Applies most Firm and professional standards for preparation of WTA and tax returns
    • Involves firm specialists, as appropriate
  • Strategy Development
    • Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
    • Reviews studies of tax implications and offers clients alternative courses of action
    • Identifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methods
  • Other duties as required

Supervisory Responsibilities:
  • Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needs
  • Supervises associates and senior associates on all projects
  • Reviews work prepared by associates and senior associates and provide review comments
  • Trains Associates and Seniors how to use all current software tools
  • Acts as a Career Advisor to associates and senior associates
  • Schedules and manages workload of associates and senior associates
  • Provides verbal and written performance feedback to associates and senior associate

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelor's degree, required; major in Accounting, Finance, Economics or Statistics, preferred
  • Master's degree in Accounting or Taxation, preferred

Experience:
  • Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.
  • Prior supervisory experience, required

License/Certifications:
  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required
  • Possession of other professional degrees or certifications applicable to role, preferred

Software:
  • Proficient in Microsoft Office Suite, preferred

Other Knowledge, Skills & Abilities:
  • Detailed oriented
  • Excellent written and verbal communication skills
  • Ability to work independently and in a team environment
  • Ability to effectively delegate work as needed
  • Strong analytical, research and critical thinking skills as well as decision-making skills
  • Capable of developing and managing a team of tax professionals
  • Capable of effectively developing and maintaining client relationships
  • Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients

About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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