Current jobs related to Wealth Management Tax Supervisor - Nashville, Tennessee - Lindquist LLP

  • Wealth Management Consultant

    2 months ago

    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Position OverviewCompensation Structure: Base Salary + Commission. Potential earnings can reach up to $200,000+ with unlimited income opportunities.Work Environment: This role requires onsite presence in Nashville, TN.Working Hours: Standard business hours from Monday to Friday, with flexibility for evening seminars or client meetings.Employment Type:...

  • Financial Advisor

    6 days ago

    Nashville, Tennessee, United States Financial & Tax Architects LLC Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Financial & Tax Architects LLC. As a Financial Advisor, you will be responsible for meeting with High-Quality Prospects, understanding their financial needs and retirement goals, and converting them into High-Quality Clients. You will also lead educational...

  • Tax Consultant

    2 days 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...

  • Tax Manager

    1 month ago

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

    Private Client Tax ManagerForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Our professionals include CPAs and JDs, partnering with financial planners, Wealth Strategists, and Innovation teams to expand flexibility and help...

  • Tax Manager

    1 week ago

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

    Private Client Tax ManagerForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries. Our team includes CPAs and JDs who partner with financial planners, Wealth Strategists, and Innovation teams to help clients grow, preserve, and protect their...

  • Client Success Manager

    2 weeks ago

    Nashville, Tennessee, United States Wealth Access Full time

    Job OverviewWealth Access is seeking a seasoned professional to lead our client success team. As a Client Success Lead, you will be responsible for driving strategic initiatives to improve customer loyalty and revenue.Key Responsibilities:Manage client relationships and develop client success strategiesAnalyze client data to identify opportunities for...

  • Wealth Team Supervisor

    1 week ago

    Nashville, Tennessee, United States Foote Region - Modern Woodmen of America Full time

    Job DescriptionModern Woodmen of America is seeking a highly motivated and experienced Wealth Team Supervisor to lead our team of financial representatives in the Greater Nashville/Murfreesboro area. As a key member of our leadership team, you will be responsible for driving business growth, developing and implementing strategies to achieve sales and revenue...

  • Wealth Management Advisor

    3 days ago

    Nashville, Tennessee, United States Truist Financial Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Advisor to join our team at Truist Financial. As a Wealth Advisor, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with comprehensive wealth management advice and solutions.Key ResponsibilitiesMeet revenue...

  • Tax Manager | Private Client

    3 days 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...

  • Wealth Management Specialist

    2 weeks ago

    Nashville, Tennessee, United States The KXN Full time

    Role Overview:The KXN is collaborating with a reputable Wealth Management company in the Nashville area to find a skilled and motivated Wealth Advisor to join their growing team. This is an excellent opportunity for a professional with a passion for helping clients achieve their financial goals through comprehensive planning and personalized strategies.Key...

  • Tax Manager

    1 month ago

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

    Private Client Tax ManagerForvis Mazars' Private Client tax advisors 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 flexibility to...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States Tri Star Sports and Entertainment Group,Inc Full time

    Job Title: Tax ManagerTri Star Sports and Entertainment Group, Inc. is a leading business management firm serving high net-worth clients in the sports and entertainment industry. We provide comprehensive financial and advisory services, including accounting, tax, tour management, and wealth preservation strategy.Job SummaryThis position requires a highly...

  • Tax Manager

    7 days ago

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

    As a Private Client Tax Manager at Forvis Mazars, LLP, you will provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries. You will work closely with our financial planners, Wealth Strategists, and Innovation teams to deliver tailored solutions that help clients grow, preserve, and...

  • Wealth Planning Analyst

    4 weeks ago

    Nashville, Tennessee, United States Fifth Third Full time

    Job Title: Sr. Wealth Planning AnalystJoin Fifth Third Bank as a Sr. Wealth Planning Analyst and contribute to delivering exceptional wealth planning experiences to our clients. As a key member of our team, you will partner with Wealth Strategists, WMAs, and other specialists to develop and implement comprehensive wealth strategies for high-net-worth...

  • Tax Manager

    3 days ago

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

    Job SummaryAs a Tax Manager - Private Client Advisor at Forvis Mazars, LLP, you will provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs, and we partner with financial planners, Wealth Strategists, and Innovation teams to expand your...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States Tri Star Sports and Entertainment Group,Inc Full time

    Job Title: Tax ManagerTri Star Sports and Entertainment Group, Inc. is a leading business management firm serving high net-worth clients in the sports and entertainment industry. Our team provides comprehensive financial and advisory services, including accounting, tax, tour management, and wealth preservation strategy.Job Summary:We are seeking a highly...

  • Tax Manager/Director

    3 days ago

    Nashville, Tennessee, United States CliftonLarsonAllen Full time

    At CliftonLarsonAllen, we are committed to creating opportunities for our clients, people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.We are seeking a highly skilled Tax Manager/Director to join our growing Clean Energy Incentives team in our Federal Tax Strategies practice.The ideal...

  • Tax Manager

    4 weeks ago

    Nashville, Tennessee, United States CyberCoders Full time

    Job Title: Tax ManagerLocation: 100% Remote in the SoutheastSalary: $120K-$150K DOERequirements:Bachelor's degree in accounting from an accredited college/universityCPA strongly preferred (open to EA candidates)Minimum of 5 years of experience in preparing and reviewing complex business and/or personal tax returns, preferably across various industriesWe are...

  • Tax Manager

    1 month ago

    Nashville, Tennessee, United States CyberCoders Full time

    Job Title: Tax ManagerLocation: 100% Remote in the SoutheastSalary: $120K-$150K DOERequirements:Bachelor's degree in accounting from an accredited college/universityCPA strongly preferred (open to EA candidates)Minimum of 5 years of experience in preparing and reviewing complex business and/or personal tax returns, preferably across various industriesWe are...

  • Private Wealth Management Professional

    3 days ago

    Nashville, Tennessee, United States AllianceBernstein Holding L.P. Full time

    Position OverviewBernstein Private Wealth Management is a leading investment management firm that advises high-net-worth and ultra-high-net-worth clients. Our team is dedicated to providing exceptional service and support to our clients, and we are seeking a talented individual to join our team as a Private Wealth Associate.Key ResponsibilitiesAs a Private...

Wealth Management Tax Supervisor

2 months ago

Nashville, Tennessee, United States Lindquist LLP Full time

Become a key member of a forward-thinking team at Lindquist LLP

About the Company: Lindquist LLP is a progressive firm dedicated to providing clients with cutting-edge solutions for their accounting, tax, and overall business management requirements. With a commitment to talent development, collaboration, and exceptional client service, Lindquist LLP fosters an environment where professionals can excel.

Job Title: Trust and Estate Tax Supervisor

Job Overview:

As a Trust and Estate Tax Supervisor at Lindquist LLP, you will be instrumental in managing audit engagements, ensuring compliance with tax reporting requirements, and delivering tax planning and advisory services to affluent clients. You will collaborate with a team of seasoned CPAs and industry experts, overseeing multiple projects and engagements to meet client expectations effectively.

Key Responsibilities:

  • Evaluating intricate tax returns and fiduciary accountings
  • Offering tax planning and advisory services to affluent clients
  • Conducting research and providing insights on various tax matters
  • Spotting tax planning opportunities for clients
  • Managing billing, collections, and client interactions
  • Leading and mentoring junior staff
  • Executing tax research initiatives for diverse clients
  • Engaging in professional development activities

Qualifications:

  • Bachelor's degree in accounting; a Master's in Taxation is preferred
  • CPA License is preferred or a plan to obtain it
  • A minimum of 4 years of experience in public accounting
  • Outstanding client service and communication abilities
  • Strong leadership, project management, and analytical skills
  • Willingness to travel as required for client engagements