- Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms
- Reviewing of fiduciary accountings for estates and trusts
- Providing tax planning and consulting to our firm's high net worth client for estate and individual income taxes
- Researching and consulting on various estate, gift, and trust related issues, such as trustee and beneficiary issues, Crummey obligations, and generation skipping tax issues
- Identifying additional estate and income tax planning opportunities for clients
- Overseeing billing and collections of clients
- Managing, coaching, and mentoring staff, seniors, and supervisors
- Researching and drafting memorandum involving complex tax matters
- Identifying and implementing tax planning opportunities
- Overseeing complete tax research projects for a variety of clients and diverse industries
- Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
- Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
- Serving in professional development programs as an instructor or discussion leader
- Bachelor's degree in accounting, Masters of Science in Taxation is 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
-
Tax Supervisor
6 days ago
Frazier & Deeter Nashville, United StatesJoin Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, L ...
-
Tax Supervisor
1 day ago
KraftCPAs PLLC Nashville, United StatesJob Description · Job DescriptionTax Supervisor - Hybrid OpportunityIn a city known for music, we've proudly marched to our own beat since 1958. And we're just warming up. · KraftCPAs PLLC has evolved to become one of Tennessee's largest full-service firms with more than 250 empl ...
-
Tax Supervisor
5 days ago
Marcum LLP Nashville, United States Full timeMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...
-
Supervisor, Payroll Tax and Financials
1 week ago
Pilot Travel Centers LLC Nashville, United StatesCompany Description. Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 44 states and six Canadian provinces. Our energy and logistics division serves as a to Payroll, Tax, Financial, Supe ...
-
Supervisor, Payroll Tax and Financials
1 week ago
PILOT Nashville, United StatesCompany Description · Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 44 states and six Canadian provinces. Our energy and logistics division serves as a top supplier of fuel, employin ...
-
Supervisor, Payroll Tax and Financials
2 days ago
Pilot Company Nashville, United StatesJob Description · Job DescriptionCompany Description · Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 44 states and six Canadian provinces. Our energy and logistics division serves as ...
-
Tax Staff Accountant
6 days ago
LBMC Nashville, United StatesOPPORTUNITY · The Staff Accountant role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. You would be joining a progressive office in Nashville, Knoxville, Chattanooga, or Louisville while recei ...
-
Senior Tax Accountant
6 days ago
LBMC Nashville, United StatesOPPORTUNITY · This Senior Tax Accountant role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. You would be joining a office that focuses on mentorship and support from seasoned industry professi ...
-
Remote - HNW Tax Manager / Sr Manager
2 days ago
CyberCoders Nashville, TN, United StatesIndianapolis, IN · • Columbus, OH · • Chicago, IL · • Nashville, TN · • Pittsburgh, PARemote Available Full-time $140, $165,000.00Posted 04/12/2024We are a full service public accounting firm specialized in providing accounting, tax, assurance, wealth management and business ...
-
Entertainment Tax Manager
2 days ago
CyberCoders Nashville, TN, United StatesNashville, TN Full-time $140, $200,000.00Posted 05/10/2024Founded in 1967, are a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver compreh ...
-
Tax Staff- Nashville
6 days ago
Marcum Search Nashville, United StatesMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techn ...
-
Tax Staff Accountant
6 days ago
LBMC Family of Companies Nashville, United StatesOPPORTUNITY · The Staff Accountant role is a great opportunity for anyone passionate about tax and is looking to step into a highly visible role with sophisticated clients. You would be joining a progressive office in · Nashville, Knoxville, Chattanooga, or Louisville · while r ...
-
Fund Administration Team Lead
5 days ago
Insight Global Nashville, United StatesA client in the Nashville, TN area is looking for a Fund Administration Team Lead to join their team. This resource will be the middle man between management and 3-4 Fund Administration Analyst team members to handle any escalations, questions or provide guidance on any processes ...
-
Travel Interventional Radiology Technologist
1 week ago
Focus Staff Nashville, TN, United StatesFocus Staff is seeking a travel Interventional Radiology Technologist for a travel job in Nashville, Tennessee. · Job Description & Requirements · Specialty: Interventional Radiology Technologist · Discipline: Allied Health Professional · Start Date: 06/17/2024 · Duration: 13 wee ...
-
Focus Staff Nashville, TN, United StatesFocus Staff is seeking a travel Interventional Radiology Technologist for a travel job in Nashville, Tennessee. · Job Description & Requirements · Specialty: Interventional Radiology Technologist · Discipline: Allied Health Professional · Start Date: 06/17/2024 · Duration: ...
-
Equipment Operator
1 week ago
Nashville International Airport Nashville, United StatesAs infrastructure critical to the region's growth and prosperity, BNA is a vital asset for Middle Tennessee and serves as a gateway to Music City and beyond. According to a recent State of Tennessee study, in 2019 alone, BNA generated more than $9.9 billion in total economic impa ...
-
Asset & Wealth Management Tax Director
1 week ago
PwC Nashville, United StatesIndustry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax oblig ...
-
Leasing Manager
1 week ago
TWG | Together, We Grow Nashville, United StatesJob Title: Leasing Manager · Reports To: Property Manager · Property Details: Whispering Oaks is a 482-unit multifamily development with a business center, clubhouse, two swimming pools, gated access, on-site laundry facility, barbeque and picnic area, playground, basketball cou ...
-
Operations Manager-Commercial Construction
6 days ago
Kimmel & Associates Nashville, United StatesAbout the Company: RELOCATE TO THE WONDERFUL NASHVILLE AREA to work with the best and enjoy the tax-free state Premier regional subcontracting firm specializing in winning and delivering profitable and consistent results in the commercial drywall, acoustical ceiling, and carpentr ...
-
maintenance dispatcher
1 week ago
Nashville International Airport Nashville, TN, United StatesAs infrastructure critical to the region's growth and prosperity, BNA is a vital asset for Middle Tennessee and serves as a gateway to Music City and beyond. According to a recent State of Tennessee study, in 2019 alone, BNA generated more than $9.9 billion in total economic impa ...
Trust and Estate Tax Supervisor - Nashville, United States - Lindquist LLP
Description
Looking to work at a firm that encourages a work life balance and a path to Partnership?
Withum, is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.
Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.
You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.
Withum's brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the , promoting personal and professional growth for all team members, clients, and surrounding communities.
How you'll spend your time:
The kinds of people we want to talk to have many of the following:
