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LBMC · 1 week ago

Senior Tax Analyst, Family Law & Litigation

Nashville, TN

Full-time

Onsite

Mid, Senior Level

2+ years exp

LBMC is a company focused on financial planning and tax complexities in family law, and they are seeking a Senior Analyst, Private Client. This role involves leading financial planning engagements and supporting clients through personal finance and tax-related challenges.

AccountingBusiness IntelligenceComplianceFinancial ServicesHuman ResourcesInformation TechnologyManagement ConsultingRecruitingSecurity

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Lauren Godbold

Responsibilities

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

Qualification

Individual tax expertiseFinancial planningExcel modelingCPA eligibilityFinancial forensicsClient serviceLeadershipRelationship building

Required

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

Proven ability to work independently and deliver exceptional client service

Willingness to travel to client sites as needed

Preferred

Experience developing and implementing comprehensive financial plans

Familiarity with financial and tax issues in family law (e.g., property classification, income and retirement calculations)

Company

LBMC

LBMC is one of the Southeast’s largest accounting and business consulting firms.

Founded in 1984

Brentwood, Tennessee, USA

501-1000 employees

http://www.lbmc.com/

H1B Sponsorship

LBMC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (5)

2024 (1)

2023 (3)

2022 (1)