Senior Wealth & Tax Client Manager

Citrin Cooperman; Nashville (TN); On-site; USD 140,000 - 220,000; Full time

Job summary

Citrin Cooperman seeks a senior wealth management professional to join our Nashville team, focusing on family office services and strategic client advisory. The role emphasizes leadership, relationship building, and proactive planning across estate and wealth matters.

You will develop opportunities, manage client communications, and oversee multi-engagement planning while collaborating with partners to maintain high-quality service and firm profitability.

Qualifications

• Bachelor's degree in Accounting, Business Administration, Economics or related field.
• Active CPA, EA, CFP or PFS preferred but not required.
• Strong external communication and leadership abilities.

Responsibilities

• Generate and identify opportunities for new business; involved with practice development, networking and other market-facing activities.
• Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively.
• Negotiate the purchase, financing, and monitoring of major assets.
• Multi-jurisdictional planning in accordance with SALT and International tax groups.
• Ensure staffing & coverage needs are met as needed.
• Identify and act as co-lead with Partner for client onboarding.
• Manage & mentor with team.
• Final review bonus payrolls to officers from loan out entities.
• Manage planning and execution of multiple engagement(s)/client(s).
• Recognize income, gift, estate tax issues that arise in conjunction with clients’ matters.
• Understand and manage firm risk on engagement(s) and proposals within budgetary and time constraints.
• Investment analysis & life planning.

Skills

Leadership

Interpersonal skills

Client-facing

Analytical thinking

Education

Bachelor's degree in Accounting/Business/Economics or related field

Job description

Citrin Cooperman seeks a senior wealth management professional to join our Nashville team, focusing on family office services and strategic client advisory. The role emphasizes leadership, relationship building, and proactive planning across estate and wealth matters.

You will develop opportunities, manage client communications, and oversee multi-engagement planning while collaborating with partners to maintain high-quality service and firm profitability.