Tax Manager, Private Wealth

Job overview

The Tax Manager, Private Wealth role is onsite in Knoxville, TN; compensation is not specified. The position supports PYA Waltman Capital’s financial planning clients and its work helping clients make financial decisions aligned with their values. This role ensures accurate, timely tax compliance while working with colleagues to identify and implement tax-planning opportunities. It combines preparation and coordination of complex returns with client advice and analysis to support tax-efficient financial decisions.

What you'll do

• Facilitate complex individual, fiduciary, partnership, closely held corporation, and estate tax filings
• compile and validate client data and supporting documents
• coordinate timely filing with PYA
• assist with IRS correspondence
• advise clients on tax-planning opportunities and financial transactions
• review income and provide recommendations
• analyze estimated tax payments and adjustments
• conduct tax research
• collaborate on personalized investment and financial planning solutions
• maintain current tax knowledge.

What we're looking for

Skills & competencies

tax manager

private wealth

tax compliance

tax planning

financial planning

client advisory

fiduciary returns

estate returns

cpa or enrolled agent preferred

knoxville tn

pya waltman capital

Work arrangement

• Weekend coverage required

Why this role

Client-facing tax advisory work integrated with personalized financial planning.

About the employer

PYA P C is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.