Tax Senior - Wealth Planning & Compliance Advisor

PYA P C; Knoxville (TN); On-site; USD 85,000 - 120,000; Full time

Job summary

PYA Waltman Capital, LLC is seeking an experienced Tax Senior to join our team. This role is responsible for ensuring accurate and timely tax compliance for our financial planning clients while collaborating with colleagues to identify strategic tax‑planning opportunities.

The position offers the opportunity to build long‑term relationships with clients who value integrity, purpose, and thoughtful financial stewardship within a collaborative private wealth environment.

Qualifications

• Minimum of 4 years of tax and accounting experience.
• CPA or Enrolled Agent (EA) preferred.
• Interest in pursuit of Series 65 license.
• Polished professionalism with excellent oral/written communication.

Responsibilities

• Facilitate complex tax filings for firm clients, including high-net worth individuals, fiduciaries, partnerships, and estates.
• Coordinate with PYA Waltman’s affiliate to ensure accurate and timely filing of client tax returns.
• Assist with IRS correspondence and follow-up as needed.
• Identify tax-planning opportunities and advise clients on implications of financial decisions.

Skills

Tax experience

CPA/EA

Client communication

Attention to detail

Public accounting

Tax planning

Education

CPA or EA preferred

Job description

PYA Waltman Capital, LLC is seeking an experienced Tax Senior to join our team. This role is responsible for ensuring accurate and timely tax compliance for our financial planning clients while collaborating with colleagues to identify strategic tax‑planning opportunities.

The position offers the opportunity to build long‑term relationships with clients who value integrity, purpose, and thoughtful financial stewardship within a collaborative private wealth environment.