The Trust Company of Tennessee

Investment Management51-200 employeesWebsite

3

Open Roles

The Trust Company of Tennessee, an investment management firm with 51-200 employees, is currently hiring for three open positions. The company is seeking individuals to join their team and contribute to their mission of helping clients achieve their financial goals. The Trust Company of Tennessee is actively seeking qualified candidates for the following roles: * **Tax Manager:** This on-site role involves preparing, reviewing, and assembling tax documents for wealth management, personal trust, and estate accounts. The Tax Manager will also assist legal and trust departments with compliance and tax projects. Responsibilities include managing the project team for 1099s, grantor letters, and state returns; managing tax preparation vendors; preparing and assembling Federal and State estate and Generation Skipping Trust tax returns; ensuring gifting compliance; reviewing quarterly estimated tax payments; and communicating with tax agencies. Qualifications include a Bachelor's degree or equivalent in accounting, a CPA, and at least 5 years of experience in tax return preparation. * **Financial Planner:** This on-site position focuses on developing and maintaining comprehensive financial planning strategies for clients. The Financial Planner will work with Relationship Managers to create, update, and present financial plans using financial planning software. Key responsibilities include analyzing client financial statuses, communicating the company's investment philosophy, and providing client service. Candidates should have a Bachelor's degree in finance, accounting, or a related field, 5 to 10 years of experience in financial planning, and be a CFP® Professional. Experience with MoneyGuidePro is required, and experience with Right Capital is a plus. * **Director of Information Technology:** This on-site leadership role provides strategic and operational leadership across Information Security, IT Operations, and Solutions Analytics. The Director of IT will oversee IT systems, drive innovation, strengthen security, and enable data-driven decision-making. Responsibilities include developing and managing the IT budget, leading the IT department, partnering with senior leadership, leading project planning and execution, and ensuring IT systems align with the overall IT strategy. Qualified candidates should have 5-10 years’ progressive experience in IT management and leadership roles, a Bachelor’s degree in information systems, programming, computer science or a related field, and be well-versed in SDLC methodologies. Experience with Microsoft Power Platform, Azure, VMs, and cloud infrastructure is required. The Trust Company of Tennessee utilizes a variety of technologies. Specific technologies mentioned in the job descriptions include: * **Tax Manager:** Tax Preparation, Compliance, Trusts, Estate Planning * **Financial Planner:** MoneyGuidePro, Right Capital * **Director of Information Technology:** Microsoft Power Platform, Azure, Cloud Infrastructure, SaaS Solutions, SDLC Methodologies All three positions are on-site, indicating a traditional office-based work arrangement. Here are some frequently asked questions about working at The Trust Company of Tennessee and applying for these positions: 1. **What is the company culture like?** The Trust Company of Tennessee fosters a culture where all people feel valued, supported, and inspired to make a difference. They uphold the highest standards of integrity, respect, and confidentiality. They believe in the power of positive relationships built on trust and empathy. 2. **What is the core purpose of the Tax Manager role?** The Tax Manager is responsible for preparing, reviewing, and assembling tax documents for wealth management, personal trust, and estate accounts, as well as assisting the legal and trust departments with compliance and tax projects. 3. **What are the key responsibilities of the Financial Planner role?** The Financial Planner will develop, maintain, and present financial plans to clients. They will also analyze client financial statuses and communicate the company's investment philosophy. 4. **What qualifications are required for the Director of Information Technology role?** Candidates for this position should have 5-10 years’ experience in IT management, a Bachelor's degree in a related field, and experience with Microsoft Power Platform, Azure, and cloud infrastructure. 5. **What software is used by Financial Planners?** Financial Planners at The Trust Company of Tennessee use MoneyGuidePro and potentially Right Capital.