Parker + Lynch is assisting a well-respected accounting firm in Nashville in its search for a Senior Manager to join its Private Wealth Advisory Team.
In this client-facing role, the successful candidate would work in an advisory capacity with high net worth clients on matters pertaining to trusts & estates, gift planning and filing, wealth and transfer taxes, general tax planning and compliance, private foundation creation, and retirement planning.
This is a unique, Director Level opportunity to work with a diverse group of professionals in law, accounting, tax, and financial advisory capacities and supervise junior managers.
The firm boasts a friendly and collaborative environment, excellent work-life balance, extremely competitive base and bonus compensation, and a pathway to Shareholder!
Ideal candidates will have:
At least 6 years of experience handling trusts and estates matters for high net worth individuals in the law firm, accounting firm, or trust company settings
JD from a respected law school and strong academic credentials
Interest in and ability to work collaboratively on a cross-functional team and supervise junior team members
Interest in working in Nashville, Tennessee
Submit your resume if you meet these qualifications and would like to be considered for the role.
Equal Opportunity Employer/Veterans/Disabled
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The Company will consider qualified applicants with arrest and conviction records