Tax Manager - Private Wealth

Tax ManagerPYA Waltman Capital, LLC is seeking an experienced Tax Manager to join our team. This role is responsible for ensuring accurate and timely tax compliance for our financial planning clients while collaborating closely with colleagues to identify and implement strategic tax-planning opportunities.This position offers a unique opportunity to build long-term relationships with clients and families who value integrity, purpose, and thoughtful financial stewardship. Our team is committed to positively impacting the lives of those we serve by helping them make financial decisions aligned with their values.Responsibilities:Tax Compliance Facilitate complex tax filings for firm clients, including high-net worth individual, fiduciary, partnership, closely-held corporations, and estate returnsCompile, analyze, and validate client data, computations, and supporting documentationCoordinate with PYA Waltman's affiliate, PYA, to ensure accurate and timely filing of client tax returnsAssist with IRS correspondence and follow-up as neededAdvisory 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 recommendationsPrepare analyses to support tax-efficient strategies, including estimated tax payments and adjustmentsConduct research-based tax projects and deliver clear, actionable recommendationsPartner with colleagues to help clients align financial decisions with their values, integrating tax strategy with personalized investment and financial planning solutionsEngage in continuous learning to maintain current knowledge of tax laws, planning strategies, and industry best practicesRequirements:Minimum of 6 years of tax and accounting experience, preferably with a national public accounting or consulting firmCertified Public Accountant (CPA) or Enrolled Agent (EA) preferredInterest in pursuit of Series 65 licensePolished professionalism including a positive attitude combined with excellent oral/written communication skillsAbility to exercise tact, courtesy, and discretion in contacts at all levels – both within and outside the FirmDetail-oriented individual with the ability to exercise initiative, judgment, and take ownership when dealing with support tasksDemonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasksA passion for excellent client service and a commitment to our core values: Excellence, Trust, Gratitude, and GrowthPosition 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.