Estate Tax Planning Manager

2 weeks ago

Nashville, Tennessee, United States Lindquist LLP Full time

We are seeking a highly skilled Estate Tax Planning Manager to join our team at Lindquist LLP. As a key member of our Tax Services Group, you will play a critical role in helping our clients navigate the complexities of estate and gift taxation.



Our ideal candidate will have a strong background in public accounting, with a minimum of 4 years of experience in tax planning and consulting. A Bachelor's degree in accounting and a CPA license are preferred, but not required. If you have a passion for helping high net worth individuals and families achieve their financial goals, we want to hear from you



Job Description

As an Estate Tax Planning Manager, you will be responsible for:




  • Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Providing tax planning and consulting to our firm's high net worth clients for estate and individual income taxes
  • Researching and consulting on various estate, gift, and trust-related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
  • Identifying additional estate and income tax planning opportunities for clients
  • Overseeing billing and collections of clients
  • Managing, coaching, and mentoring staff, seniors, and supervisors
  • Researching and drafting memorandum involving complex tax matters
  • Identifying and implementing tax planning opportunities
  • Overseeing complete tax research projects for a variety of clients and diverse industries
  • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
  • Serving in professional development programs as an instructor or discussion leader


Our ideal candidate will have excellent client service and communication skills, with a demonstrated ability to develop and maintain outstanding client relationships. They will also have strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to clients' management.



Requirements

To be considered for this role, you will need:




  • Bachelor's degree in accounting, Master's of Science in Taxation preferred
  • CPA License (preferred) or plan to obtain license
  • At least 4 years of public accounting experience
  • Exceptional client service and communication skills
  • Strong leadership, training, and mentoring skills
  • Excellent analytical, organizational, project management skills
  • Ability to travel as needed based on client assignments


We offer a competitive salary range of $120,000 - $180,000 per year, based on experience, as well as a comprehensive benefits package, including health insurance, retirement plan, and paid time off. If you are a motivated and results-driven professional looking to join a dynamic team, please submit your application today



We are an equal opportunity employer and welcome applications from diverse candidates. Please note that only shortlisted candidates will be contacted for an interview.



About Us

Lindquist LLP is a forward-thinking, technology-driven advisory and accounting firm, helping clients to be in a position of strength in today's modern business landscape. We empower our clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Our team is made up of brilliant individuals who share a genuine passion for the business and a commitment to excellence.



Location

This role is based in our office in [location], with opportunities to work with clients across the country. If you are a team player with a strong work ethic and a passion for delivering exceptional results, we want to hear from you



Please note that the salary range is an estimate based on the job description, location, and industry standards. The actual salary offered may vary based on the candidate's qualifications and experience.

  • Tax and Estate Planning Supervisor

    4 weeks ago

    Nashville, Tennessee, United States Lindquist LLP Full time

    About the RoleWe are seeking a highly skilled Tax and Estate Planning Supervisor to join our team at Lindquist LLP. As a key member of our Tax Services Group, you will play a vital role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.Key ResponsibilitiesLead complex gift, estate, and fiduciary income tax returns,...

  • Estate Tax Planning Lead

    2 days ago

    Nashville, Tennessee, United States Lindquist LLP Full time

    Unlock Your Career PotentialWe are seeking a highly skilled and experienced Estate Tax Planning Lead to join our team at Lindquist LLP. This is an exceptional opportunity for a seasoned professional to take on a leadership role and drive our clients' estate tax planning strategies forward.About the RoleIn this pivotal position, you will be responsible for...

  • Tax Manager for Trusts and Estates

    4 weeks ago

    Nashville, Tennessee, United States CyberCoders Full time

    Job Title: Tax Manager for Trusts and EstatesLocation: Remote flexible for candidates on EST/CSTSalary Range: $125k-160k + Strong OT Bonus StructureRequirements: Active CPA or EA or J.D. and must be a Tax Manager with strong Fiduciary Tax Exp. (Trusts, Estates, Gift returns)About the Role: We are an Established, Top 300 CPA firm based out of the Greater DMV...

  • Tax Manager, Trusts Expert

    1 month ago

    Nashville, Tennessee, United States Frazier & Deeter Full time

    About the Role:Frazier & Deeter is seeking a seasoned Tax Manager with expertise in trust and estate taxation. This individual will work closely with partners, staff, and clients to plan, supervise, review, and complete client engagements. The successful candidate will provide proactive tax savings and profitability suggestions for clients and work to...

  • Tax Manager Position

    4 weeks ago

    Nashville, Tennessee, United States CyberCoders Full time

    Job SummaryWe are seeking a highly skilled Tax Manager to join our team at CyberCoders. As a Tax Manager, you will be responsible for managing tax returns, extensions, and tax planning calculations for various entity types. Your expertise in individual and corporate tax planning, as well as your ability to communicate complex tax concepts to clients, will be...

  • High-Net-Worth Tax Planning Specialist

    4 weeks ago

    Nashville, Tennessee, United States CyberCoders Full time

    HNWI Tax Advisory Services ManagerWe are seeking a skilled and experienced HNWI Tax Advisory Services Manager to provide tax planning and compliance services to high-net-worth individuals (HNWIs).Key ResponsibilitiesPrepare and review tax returns for HNWIs and their affiliated entities, ensuring compliance with regulatory requirementsDevelop and implement...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    About the RoleWe are seeking a highly skilled Tax Manager to join our team at Forvis Mazars, LLP. As a Tax Manager, you will play a key role in providing tax advisory services, tax compliance, and tax provision to our clients.Key ResponsibilitiesManage tax advisory services, tax compliance, and tax provision for a variety of clients, including manufacturing...

  • Tax Senior Associate

    1 week ago

    Nashville, Tennessee, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars. As a key member of our tax advisory services team, you will provide expert guidance to clients in the manufacturing and distribution, construction and real estate, professional services and technology, and financial institutions industries.Key...

  • Tax Senior Associate

    4 weeks ago

    Nashville, Tennessee, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled Tax Senior Associate to join our team at Forvis Mazars. As a key member of our tax advisory services team, you will provide expert guidance to clients across various industries, including manufacturing, distribution, construction, real estate, professional services, and technology.Your primary responsibilities will...

  • Tax Manager

    4 weeks ago

    Nashville, Tennessee, United States Cherry Bekaert Full time

    Job SummaryCherry Bekaert is seeking a highly skilled Tax Manager to join our Nashville, Tennessee market. As a key member of our Core Tax Services team, you will be responsible for managing client tax compliance needs, anticipating tax and business issues, and recognizing tax planning opportunities.Key ResponsibilitiesSolve complex tax problems for...

  • Tax Manager, High Net Worth

    4 weeks ago

    Nashville, Tennessee, United States Frazier & Deeter Full time

    Join Frazier & Deeter's Dynamic TeamWe are seeking a highly skilled Tax Manager to join our High Net Worth team. As a key member of our team, you will work closely with partners, staff, and clients to deliver exceptional tax services.Key Responsibilities:Manage the preparation of tax returns for high net worth individual clients, business returns, and trust...

  • Real Estate Transaction Coordinator

    4 weeks ago

    Nashville, Tennessee, United States The Anderson Group Real Estate Full time

    Job Title: Real Estate Transaction CoordinatorAbout The Role:We are seeking a highly organized and detail-oriented Real Estate Transaction Coordinator to join our team at The Anderson Group Real Estate. As a key member of our team, you will be responsible for managing transaction contracts, coordinating with clients and sales agents, and ensuring a smooth...

  • Tax Advisory Services Manager

    4 weeks ago

    Nashville, Tennessee, United States FORVIS Full time

    Job SummaryAs a Tax Manager at Forvis Mazars, you will play a key role in providing tax advisory services to our clients. You will be responsible for managing tax advisory services, tax compliance, and tax provision to pass-through and C-corporation entities with an emphasis on manufacturing and distribution, construction and real estate, professional...

  • Tax Manager | Private Client

    4 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    Forvis Mazars' Private Client team is seeking a highly skilled Tax Manager to provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your...

  • Tax Consultant

    4 weeks ago

    Nashville, Tennessee, United States Tax Management Associates Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Tax Consultant to join our Audit Support team. The ideal candidate will have a strong working knowledge of Microsoft Word and Excel, as well as excellent data entry skills.Key ResponsibilitiesAnswer client requests and taxpayer inquiries via phone and email.Schedule audit appointments for...

  • Real Estate Marketing Specialist

    4 weeks ago

    Nashville, Tennessee, United States The Anderson Group Real Estate Services Full time

    Job DescriptionThe Real Estate Marketing Specialist will be responsible for advancing the community and customer experience of our real estate team through online and traditional marketing. The position requires interaction with our marketing, customer service, operations, sales, and technology teams to ensure that our website, social media, collateral, and...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States KraftCPAs PLLC Full time

    Job OverviewKraftCPAs PLLC is a thriving business and a contributor to our community's continued growth. We're proud to be one of Tennessee's largest full-service firms, with over 250 employees and offices in Nashville, Chattanooga, Columbia, and Lebanon.We're committed to quality client experiences and a collaborative, inclusive work environment. Our...

  • Real Estate Transaction Coordinator

    1 month ago

    Nashville, Tennessee, United States The Anderson Group Real Estate Services Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Listing Coordinator to join our real estate sales team. As a key member of our team, you will be responsible for overseeing all aspects of seller transactions, preparing listing information, and managing MLS listings and social media postings.Key ResponsibilitiesManage sales activity and input...

  • Tax Manager

    4 weeks ago

    Nashville, Tennessee, United States Forvis Mazars, LLP Full time

    As a Tax Manager at Forvis Mazars, you will be responsible for managing tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities with a focus on manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions.You will provide authentic support to your...

  • Tax Services Manager

    4 weeks ago

    Nashville, Tennessee, United States KPMG Full time

    Business Title: Manager, Business Tax Services - Private EnterpriseRequisition Number:Function: Tax ServicesArea of Interest:State:TNCity: NashvilleDescription:At KPMG, you will be part of a dynamic team at one of the world's top tax firms, where you can develop your career through multifaceted engagements, formal training, and informal mentoring. Enjoy a...