Finance & Tax Analyst

Our client is a rapidly growing boutique Wealth Management firm headquartered in Nashville, TN, seeking a motivated Finance & Tax Analyst to support portfolio analytics, client reporting, and investment/financial planning initiatives. This is a high-visibility opportunity to join a collaborative team, build wealth management expertise, and grow alongside a firm that’s expanding quickly—while maintaining a healthy, sustainable pace.

• Prepare and maintain client performance reporting, portfolio summaries, and investment analytics, especially as it pertains to client tax needs
• Support asset allocation and portfolio monitoring (drift analysis, rebalancing support, cash management)
• Assist with financial planning analysis (retirement projections, cash flow, net worth tracking, scenario modeling)
• Build and enhance Excel-based models for forecasting, benchmarking, and investment analysis
• Partner with advisors to deliver client-ready materials for meetings and ongoing communication
• Help ensure accuracy and data integrity across reporting tools, custodial platforms, and internal systems
• Support ad hoc analysis tied to market updates, investment recommendations, and operational improvements
• Salary: Up to $90,000 (based on experience)
• Bonus: Performance-based bonus opportunity
• Benefits: Full suite of benefits (medical, dental, vision, etc.)
• Work-Life Balance: A team culture that prioritizes balance and flexibility
• Growth Potential: Clear runway to expand responsibilities and build a long-term career in wealth management

✅ Qualifications

• Open to Accounting or Finance professionals interested in building a career in Wealth Management
• 1–3 years of experience (ideal for a strong 2nd-year professional in accounting/finance/analysis)
• Strong Excel skills (pivot tables, lookups, formulas; modeling a plus)
• Comfort working with financial data, reconciling reports, and spotting variances/inconsistencies
• Solid understanding of financial statements and core finance/accounting concepts
• Detail-oriented, organized, and able to manage multiple priorities in a fast-moving environment
• Strong communication skills—able to translate analysis into clean, client-friendly outputs

🚀 How to Apply

If you’re ready to join a growing Nashville-based wealth management firm and take the next step in your finance/accounting career, apply today on Linked In. For immediate consideration, please also email your resume directly to Gene at . We’re moving quickly—don’t miss out! 📩