Senior Analyst – Family Law & Financial Planning Services

Location: Nashville TN
Employment Type: Full-Time
Work Model: On-site / Hybrid (as applicable)

The Senior Analyst Family Law & Financial Planning Services role is an excellent opportunity for professionals passionate about personal finance taxation and client advisory work. This position supports complex family law engagements by delivering high-quality financial analysis tax planning and financial reporting to attorneys and clients.

The role offers high visibility exposure to sophisticated clients and the opportunity to contribute meaningfully to a growing financial planning practice. High performers will benefit from mentorship professional development and a clearly defined path to future leadership roles.

• Perform financial planning engagements related to family law matters including personal finance tax analysis and financial forensics.

• Conduct complex financial and tax calculations including analysis of personal financial statements cash flow income assets liabilities and tax returns.

• Apply individual taxation and personal finance principles to develop practical client-focused solutions.

• Review financial documents and translate complex financial data into clear concise reports to support attorneys and clients in:

  • Settlement negotiations

  • Mediation

  • Trial preparation

• Assist attorneys and clients in understanding financial implications of family law decisions.

• Collaborate closely with clients attorneys and internal team members to meet engagement expectations budgets and timelines.

• Identify effective approaches to achieve engagement objectives through appropriate use of technology processes and staffing models.

• Build and maintain strong relationships with key stakeholders including clients attorneys and financial professionals.

• Identify opportunities for expanded services and long-term client partnerships.

• Participate in thought leadership initiatives and practice development efforts within the financial planning group.

• Adhere to firm policies and procedures related to privacy confidentiality and professional standards.

• Bachelors degree in Accounting or a related field with sufficient credits to sit for the CPA exam (if not already certified).

• 2 years of progressive experience in individual tax family office or personal finance.

• Strong Excel and financial modeling skills.

• CPA or CPA candidate required; CPA licensure required for advancement.

• At least 2 years of increasing responsibility with demonstrated leadership or accountability.

• Ability to work independently while delivering high-quality service to clients attorneys and stakeholders.

• Willingness to travel to client sites as needed.

• CFP or PFS designation preferred; PFS required for advancement.

• Experience developing comprehensive financial plans and assisting with implementation.

• Familiarity with financial and tax issues common in family law including:

  • Property classification

  • Income determination

  • Retirement and investment analysis

  • Personal income tax concepts

• Strong analytical and problem-solving skills

• Excellent written and verbal communication abilities

• High attention to detail and accuracy

• Client-service mindset with professional judgment

• Ability to manage multiple engagements and deadlines

• Exposure to complex high-impact family law matters

• Opportunity to grow within a developing financial planning practice

• Mentorship from experienced professionals

• Clear path to advancement and leadership roles