Senior Tax Analyst, Family Law & Litigation

Senior Tax Analyst, Family Law & Litigation

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This role is ideal for professionals passionate about individual finance and supporting clients through the financial and tax complexities of family law. It offers a high-visibility opportunity to work with sophisticated clients and contribute to a growing financial planning practice. Based in Nashville, this position includes mentorship from seasoned professionals and a clear path to leadership within LBMC.

• Lead financial planning and family law engagements, focusing on personal finance, taxation, and financial forensics.
• Analyze financial documents and create reports to support client decision-making, mediation, and trial proceedings.
• Perform complex financial and tax calculations, including review of personal financial documents and tax returns.
• Identify optimal strategies to meet engagement goals, leveraging technology and team resources effectively.
• Build and maintain strong relationships with clients, attorneys, and financial professionals to foster long-term partnerships.
• Apply deep knowledge of individual tax and personal finance to deliver tailored client solutions.
• Contribute to thought leadership and practice development initiatives.
• Adhere to LBMC’s processes, including privacy and confidentiality policies.

• Bachelor’s degree in accounting or related field; CPA eligibility required.
• 2+ years of experience in individual tax, family office, or personal finance, with strong Excel modeling skills.
• CPA or CPA candidate (required for advancement); CFP or PFS designation a plus (PFS required for advancement).
• Demonstrated progression in responsibility and leadership over 2+ years.
• Preferred:
  Experience developing and implementing comprehensive financial plans.
• Preferred:
  Familiarity with financial and tax issues in family law (e.g., property classification, income and retirement calculations).
• Proven ability to work independently and deliver exceptional client service.
• Willingness to travel to client sites as needed.

• Mid-Senior level

• Full-time

• Accounting/Auditing

• Accounting

Medical insurance

Vision insurance

401(k)

Paid paternity leave

Paid maternity leave

Pension plan

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