Tax Senior – Private Wealth, Client‑Focused Impact

PYA Waltman Capital; Knoxville (TN); On-site; USD 70,000 - 90,000; Full time

Job summary

PYA Waltman Capital, LLC in Knoxville, Tennessee, is searching for an experienced Tax Senior to ensure accurate tax compliance for financial planning clients. This role involves facilitating complex tax filings and identifying strategic tax-planning opportunities.

The ideal candidate will have a minimum of 4 years of tax experience, a CPA or EA, and strong communication skills. A commitment to excellence and client service is essential.

Qualifications

• Minimum of 4 years of tax and accounting experience.
• Interest in pursuit of Series 65 license.
• Polished professionalism, including excellent communication skills.

Responsibilities

• Facilitate complex tax filings for high-net worth clients.
• Coordinate with affiliates for timely tax filings.
• Prepare analyses to support tax-efficient strategies.

Skills

Tax compliance

Client relationship management

Tax planning strategies

Attention to detail

Education

Certified Public Accountant (CPA) or Enrolled Agent (EA)

Job description

PYA Waltman Capital, LLC in Knoxville, Tennessee, is searching for an experienced Tax Senior to ensure accurate tax compliance for financial planning clients. This role involves facilitating complex tax filings and identifying strategic tax-planning opportunities.

The ideal candidate will have a minimum of 4 years of tax experience, a CPA or EA, and strong communication skills. A commitment to excellence and client service is essential.