CPA Tax Advisor
About The Position
Blue Ridge Wealth Planners, a rapidly growing and reputable Wealth Management Firm in Knoxville, TN, is expanding its services to include Estate Planning, Medicare, and Tax planning for its diverse client base. We focus on ensuring our clients receive personalized and comprehensive financial planning solutions. We are looking for a detail-oriented and dependable CPA Tax Advisor to join our team. If you have prior experience preparing individual tax returns, we want to hear from you! While experience with Estate returns or Medicare-related filings is a plus, it is not required. We will provide training to help you succeed in those areas.
Requirements
- Proven experience in Tax preparation
- CPA certification is preferred
- Leadership and Managerial Experience.
Responsibilities
- Oversee client service paperwork processes to ensure accuracy and efficiency.
- Perform detailed data entry tasks while maintaining data integrity.
- Engage in sales activities to promote our financial services.
- Prepare and file tax returns with precision and compliance.
- Develop and implement estate planning strategies in collaboration with clients.
- Guide clients through Medicare options, ensuring they choose plans that best meet their needs.
- Conduct regular team meetings to review goals and provide training.
- Analyze financial data to create custom reports for clients.
- Stay informed about changes in tax laws and regulations to offer up-to-date advice.
Benefits
- Health, Dental, Vision – employer covers 100% for the employee
- Generous PTO
- Paid major holidays (determined each year at companies’ discretion)
- 401(k) – employer match up to 3%
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
