Tax Senior - Private Wealth

Responsibilities

• Tax Compliance
• Facilitate complex tax filings for firm clients, including high-net worth individual, fiduciary, partnership, closely held corporations, and estate returns
• Compile, analyze, and validate client data, computations, and supporting documentation
• Cook with PYA Waltman’s affiliate, PYA, to ensure accurate and timely filing of client tax returns
• Aid in IRS correspondence and follow-up as needed
• Coordinate with colleagues to ensure timely and accurate tax filings
• Advisory
• Serve as a trusted advisor, proactively identifying tax-planning opportunities and advising clients on the implications of financial decisions and transactions
• 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 help clients align financial decisions with their values, integrating tax strategy with personalized investment and financial planning solutions
• Engage in continuous learning to maintain current knowledge of tax laws, planning strategies, and industry best practices

Requirements

• Minimum of 4 years of tax and accounting experience, preferably with a national public accounting or consulting firm
• Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
• Interest in pursuing Series 65 license
• Polished professionalism including a positive attitude combined with excellent oral/written communication skills
• Exercise tact, courtesy, and discretion in contacts at all levels – both within and outside the Firm
• Detail-oriented individual with the ability to exercise initiative, judgment, and take ownership when dealing with support tasks
• Demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks
• A passion for excellent client service and a commitment to our core values: Excellence, Trust, Gratitude, and Growth

Position Type

• Full-time: office hours are Monday - Friday from 8:00 a.m. to 5:00 p.m.; overtime may be required periodically depending upon workload and projects.

Firm Overview

PYA Waltman Capital, LLC is a financial planning firm based in Knoxville, Tennessee and an affiliate of PYA. PYA Waltman’s team of professionals is focused on building meaningful relationships with its clients which furthers the firm’s mission of helping its clients live their best lives. The team combines technical expertise with effective communication, integrity and empathy.