Senior Analyst Family Law & Financial Planning Services

Job Title: Senior Analyst Family Law & Financial Planning Services Location: Nashville, TN Employment Type: Full-Time Work Model: On-site / Hybrid (as applicable) Position Overview 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. Scope of Work Financial Analysis & Planning 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. Reporting & Client Support 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. Collaboration & Engagement Management 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. Relationship Building & Practice Development 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. Compliance & Professional Standards Adhere to firm policies and procedures related to privacy, confidentiality, and professional standards. Ideal Candidate Profile Required Qualifications Bachelor's 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. Preferred Qualifications 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 Skills & Competencies 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 Why Join 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

Created: 2026-02-06