Senior Manager, Private Wealth Advisory

  • Location
    Brentwood, Tennessee
  • Category:
    Legal - Estate Planning
  • Job Type:
    Direct Hire
  • Job reference:
    US_EN_8_878427_2829317

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.



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