Tax Senior - Private Wealth

Position Overview

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

• Tax Compliance
  • Facilitate complex tax filings for firm clients, including high‑net‑worth individuals, fiduciary, partnership, closely held corporations, and estate returns.
  • Compile, analyze, and validate client data, computations, and supporting documentation.
  • Coordinate with PYA Waltman’s affiliate, PYA, to ensure accurate and timely filing of client tax returns.
  • Assist with IRS correspondence and follow‑up as needed.
• 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.

• 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 a Series 65 license.
• Polished professionalism, positive attitude, and excellent oral/written communication skills.
• Ability to exercise tact, courtesy, and discretion in contacts at all levels – both within and outside the firm.
• Detail‑oriented with initiative, judgment, and ownership over 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.

Full‑time. Office hours Monday–Friday 8:00 a.m.–5:00 p.m.; overtime may be required periodically depending on workload and projects.

PYA Waltman Capital, LLC is a financial planning firm based in Knoxville, Tennessee and an affiliate of PYA. The team focuses on building meaningful relationships with clients and combines technical expertise with effective communication, integrity, and empathy to help clients live their best lives.