Senior Tax Associate

Wertz & Associates•Knoxville, TN

45d•Hybrid

About The Position

Our client, a highly respected regional CPA and advisory firm, is seeking a Senior Tax Associate to join its growing Knoxville team. This is an excellent opportunity for a tax professional who wants more than simply preparing tax returns. You'll work directly with business owners, entrepreneurs, families, and closely held businesses while expanding your experience in tax planning, consulting, client advisory services, and professional leadership. At the same time, you'll enjoy the work-life balance and supportive culture that can be difficult to find in public accounting. The firm's philosophy is simple: listen better, try harder, and care more. That commitment is reflected not only in how they serve clients but also in how they invest in their employees. If you're looking for a firm where you can continue growing professionally while building meaningful client relationships, we'd welcome a confidential conversation. As a Senior Tax Associate, you'll play a key role in delivering high-quality tax services while continuing to develop your technical expertise and client advisory capabilities. You'll work closely with business owners, executives, entrepreneurs, and individuals, helping them navigate tax compliance requirements while identifying opportunities for proactive planning and long-term financial success. This role provides valuable experience in: Tax Planning & Advisory Services Individual, Corporate & Partnership Taxation Client Relationship Management Tax Research & Technical Development Business Consulting Leadership & Career Growth

Requirements

Bachelor's degree in Accounting (Master's preferred)
2+ years of public accounting experience
Experience preparing business and individual tax returns
Strong communication and interpersonal skills
Strong analytical and organizational abilities
Commitment to professional development and client service excellence

Nice To Haves

Active CPA license or CPA candidate status
Experience with tax planning and consulting
Experience serving closely held businesses
Prior client-facing experience
Leadership or mentoring experience

Responsibilities

Prepare complex individual, corporate, partnership, and related tax returns
Assist with proactive tax planning and consulting engagements
Identify tax-saving opportunities and planning strategies
Ensure compliance with federal, state, and local tax regulations
Stay current with evolving tax laws and regulatory changes
Build and maintain strong client relationships
Communicate directly with clients regarding tax matters and planning opportunities
Assist business owners and individuals with tax and consulting needs
Deliver responsive, professional, and client-focused service
Help clients better understand financial and tax implications of business decisions
Conduct tax research and technical analysis
Assist with complex tax matters and planning projects
Research and resolve tax notices and client issues
Apply technical findings to practical client solutions
Continue building technical expertise through training and continuing education
Develop leadership and supervisory skills
Build relationships within the business community and professional networks
Prepare for advancement into senior leadership roles within the firm