Tax and Estate Planning Supervisor

4 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 vital 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
  • Identify and implement tax planning opportunities
  • Oversee complete tax research projects for various clients and industries
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
  • Serve in professional development programs as an instructor or discussion leader
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 with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements and competing projects
  • Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client's management
  • Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills
  • Ability to travel as needed based on client assignments


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