Senior Tax Advisor – Client Advisory & Growth Path

Wertz & Associates; Knoxville (TN); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Continuing education support

Health benefits

Mentorship and leadership development

Job summary

Wertz & Associates in Knoxville, TN, is seeking a Senior Tax Associate to join its regional CPA and advisory team. You will work directly with business owners and individuals on tax planning, consulting, and client advisory work while building leadership skills.

This role emphasizes work-life balance, ongoing professional development, and relationship-building, with opportunities to advance to Tax Manager and leadership roles as you expand tax engagements and drive client success.

Qualifications

• Strong communication and interpersonal skills.
• Analytical and organizational abilities.
• Commitment to professional development and client service excellence.

Responsibilities

• Prepare complex individual, corporate, partnership, and related tax returns.
• Assist with proactive tax planning and consulting engagements.
• Identify tax-saving opportunities and planning strategies.
• Ensure compliance with federal, state, and local tax regulations.
• Stay current with evolving tax laws and regulatory changes.
• Build and maintain strong client relationships.
• Communicate directly with clients regarding tax matters and planning opportunities.
• Deliver responsive, professional, and client-focused service.

Skills

Communication skills

Interpersonal skills

Analytical skills

Organizational skills

Education

Bachelor's degree in Accounting

Master's degree preferred

Job description

Wertz & Associates in Knoxville, TN, is seeking a Senior Tax Associate to join its regional CPA and advisory team. You will work directly with business owners and individuals on tax planning, consulting, and client advisory work while building leadership skills.

This role emphasizes work-life balance, ongoing professional development, and relationship-building, with opportunities to advance to Tax Manager and leadership roles as you expand tax engagements and drive client success.