What are the responsibilities and job description for the Tax Associate position at Burney Wealth Management?
Escape Busy Season. Build Relationships That Last.
If you’ve ever thought, “There has to be more to tax work than endless deadlines and compliance checklists,”—you’re right. At Burney Wealth Management, we believe exceptional tax strategy is about improving lives, not just filing returns.
We’re not a volume-based public accounting firm. We’re a nationally recognized wealth management team that integrates tax planning, financial planning, and investment management to help over 1,000 families nationwide make smarter financial decisions—year-round.
This role is perfect for a CPA or EA who’s ready to transition out of public accounting and into a strategic, client-facing environment—with the opportunity to help build and grow our brand-new Brentwood, TN
office.
What You’ll Do
- Collaborate with financial advisors to develop tax-smart strategies for high-net-worth clients.
- Prepare and review individual, trust, and small business returns—with a focus on proactive planning, not last-minute rush.
- Lead year-round client conversations around Roth conversions, charitable giving, entity structure, etc.
- Translate evolving tax laws into clear, actionable guidance for clients and advisors.
- Join a tight-knit team where collaboration, not competition, defines success.
What You Bring
- CPA or EA designation (required).
- At least 2 years of experience in tax preparation or planning
- A desire to move from “busy season mode” to a balanced, relationship-driven career.
- Strong communication and teamwork skills—you enjoy partnering with advisors and clients.
- Excitement to help launch and shape our Nashville-area presence within a values-driven, nationally recognized firm.
Why You’ll Love Burney
We’re a 50-year-old firm with a startup spirit—entrepreneurial, forward-thinking, and built to last.
Our Brentwood office represents the next chapter in our growth, expanding our East Coast roots to better
serve families across the Southeast.
Compensation & Benefits
- Base Salary dependent on experience
- Performance Bonus: 5–15% of base salary
- Automatic 401(k): 15% company contribution (no employee match required)
- Health Insurance: 99% company-paid
- HSA: 100% Annual company contribution up to individual maximum amount
- Tuition Assistance & Continuing Education Support
- Open PTO Policy: Minimum 2 weeks off
Why Now
Step away from the grind of public accounting. Join a firm where your expertise isn’t measured by billable hours—but by the difference you make in clients’ lives.
At Burney Wealth Management, you’ll help grow our Brentwood, TN office, serving clients throughout the Southeast with a modern, integrated approach to tax and wealth planning.
Apply today and discover what it feels like to love tax season again.