Tax and Estate Planning Supervisor

2 weeks ago


Nashville, Tennessee, United States Lindquist LLP Full time
About the Role

We 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 critical role in ensuring the accuracy and timeliness of tax reporting obligations for our clients.

Key Responsibilities
  • Lead complex gift, estate, and fiduciary income tax returns, including related schedules and forms
  • Review fiduciary accountings for estates and trusts
  • Provide tax planning and consulting to high net worth clients for estate and individual income taxes
  • Research and consult on various estate, gift, and trust-related issues
  • Identify additional estate and income tax planning opportunities for clients
  • Oversee billing and collections of clients
  • Manage, coach, and mentor staff, seniors, and supervisors
  • Research and draft memoranda involving complex tax matters
Requirements
  • 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
  • Ability to manage multiple engagements and competing projects
  • Strong leadership, training, and mentoring skills
About Us

Lindquist LLP is a forward-thinking, technology-driven advisory and accounting firm. We empower our clients with innovative tools and solutions to address their accounting, tax, and overall business management needs. Our team is dedicated to helping our clients grow and thrive in today's modern business landscape.


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