Private Wealth Tax Manager: Strategic Advisor

PYA P C; Knoxville (TN); On-site; USD 100,000 - 150,000; Full time

Job summary

PYA Waltman Capital, LLC is seeking an experienced Tax Manager to join our Knoxville team. This role oversees complex tax filings and strategic planning for our financial planning clients, collaborating with colleagues to identify opportunities that align with clients' values.

The position emphasizes client service, accuracy, and timely delivery, with a focus on staying current with tax laws and proactive tax planning. CPA/EA preferred; Series 65 interest encouraged.

Qualifications

• Minimum of 6 years of tax and accounting experience, preferably with a national public accounting or consulting firm.
• CPA or Enrolled Agent (EA) preferred.
• Interest in pursuit of Series 65 license.
• Polished professionalism with excellent oral/written communication skills.
• Ability to exercise tact, courtesy, and discretion in contacts at all levels.
• Detail-oriented with initiative, judgment and ownership.
• Ability to prioritize and meet deadlines with multiple tasks.
• Commitment to client service and core values: Excellence, Trust, Gratitude, Growth.

Responsibilities

• Facilitate complex tax filings for firm clients, including high-net-worth individuals, fiduciaries, partnerships, closely-held corporations, and estates.
• Compile, analyze, and validate client data, computations, and supporting documentation.
• Coordinate with PYA Waltman’s affiliate, PYA, to ensure accurate and timely filing of client tax returns.
• Assist with IRS correspondence and follow-up as needed.
• Meet with clients to review income, discuss tax implications, and provide strategic recommendations.
• Prepare analyses to support tax-efficient strategies, including estimated tax payments and adjustments.
• Conduct research-based tax projects and deliver clear, actionable recommendations.
• Partner with colleagues to align tax strategy with investment and financial planning solutions.
• Engage in continuous learning to maintain current knowledge of tax laws and best practices.

Skills

Tax compliance

Client service

Communication skills

Detail oriented

Time management

Education

CPA or EA preferred

Job description

PYA Waltman Capital, LLC is seeking an experienced Tax Manager to join our Knoxville team. This role oversees complex tax filings and strategic planning for our financial planning clients, collaborating with colleagues to identify opportunities that align with clients' values.

The position emphasizes client service, accuracy, and timely delivery, with a focus on staying current with tax laws and proactive tax planning. CPA/EA preferred; Series 65 interest encouraged.