Senior Tax Advisor: Planning, Client Advisory & Growth

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

Benefits offered by this job

Annual performance bonus

Flexible hybrid schedule

Work-life balance

Continuing education support

Professional development opportunities

Job summary

Wertz & Associates in Knoxville, TN seeks a Senior Tax Associate to advance tax planning, advisory work, and client relationships. You will engage directly with owners and families, delivering sophisticated tax services and leadership potential within a supportive, balanced culture.

The role emphasizes client advisory exposure, proactive planning, and ongoing professional development in a collaborative environment with access to senior leadership.

Qualifications

• Bachelor's degree in Accounting (Master's preferred)
• 2+ years of public accounting experience
• Experience preparing business and individual tax returns
• Strong communication and interpersonal skills
• Strong 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.

Skills

Client relationships

Tax planning

Advisory services

Leadership

Education

Bachelor's degree in Accounting

Master's preferred

Job description

Wertz & Associates in Knoxville, TN seeks a Senior Tax Associate to advance tax planning, advisory work, and client relationships. You will engage directly with owners and families, delivering sophisticated tax services and leadership potential within a supportive, balanced culture.

The role emphasizes client advisory exposure, proactive planning, and ongoing professional development in a collaborative environment with access to senior leadership.