Estate Tax Planning Lead

5 days ago


Nashville, Tennessee, United States Lindquist LLP Full time

Unlock Your Career Potential

We 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 Role

In this pivotal position, you will be responsible for overseeing the preparation of complex gift, estate, and fiduciary income tax returns, as well as reviewing fiduciary accountings for estates and trusts. You will also provide expert tax planning and consulting services to high net worth clients, identifying additional estate and income tax planning opportunities to minimize their tax liabilities.

Your Key Responsibilities

  • Reviewing and preparing complex tax returns, including related schedules and forms
  • Providing expert tax planning and consulting services to high net worth clients
  • Researching and consulting on various estate, gift, and trust-related issues
  • Identifying additional estate and income tax planning opportunities
  • Overseeing billing and collections of clients
  • Managing, coaching, and mentoring staff, seniors, and supervisors
  • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
  • Serving in professional development programs as an instructor or discussion leader

What We Offer

We offer a competitive salary range of $120,000 - $180,000 per year, depending on experience. Additionally, we provide a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off. Our firm is committed to fostering a positive and inclusive work environment, where professionals can grow and thrive.

About Us

Lindquist LLP is a dynamic and forward-thinking accounting firm dedicated to helping our clients achieve their financial goals. With a strong focus on teamwork and client service excellence, we strive to deliver personalized solutions that address the unique needs of each client. If you are a motivated and results-driven professional looking to make a meaningful impact, we encourage you to apply for this exciting opportunity.



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