Burney Wealth Management

Compensation

Full Description

Support That Matters. Growth That Lasts. At Burney Wealth Management, we believe exceptional client experiences start with exceptional teamwork. Our tax team plays a vital role in helping clients feel confident and cared for—long before tax season arrives. We’re looking for a Tax Assistant to support our Director of Tax and help deliver a seamless, high-touch experience for the families we serve. This role is designed for someone organized, detail-oriented, and eager to learn—someone who wants to make an impact by keeping things running smoothly behind the scenes. If you’ve worked in tax, accounting, or financial services and are ready to join a collaborative, growing firm where excellence and balance go hand in hand, this is your opportunity. What You’ll Do - Assist the Director of Tax with day-to-day operations, organization, and project tracking. - Prepare and organize client tax documents, engagement letters, and digital filing packets. - Coordinate e-signatures, client communications, and follow-ups to ensure an A+ client experience. - Maintain accurate records and help manage workflow across the team—keeping deadlines on track. - Communicate professionally and promptly with clients and internal advisors. - Identify opportunities to improve processes and client service. What You Bring - Experience in tax preparation, accounting, or financial administration preferred (but not required). - Strong organizational skills and comfort working with digital files and tracking systems. - A proactive mindset—you anticipate needs, spot issues early, and find solutions. - Excellent communication and attention to detail. - A team-first attitude and desire to grow in a firm that values learning and mentorship. Why You’ll Love Burney We’re a 50-year-old, nationally recognized firm with a startup spirit—entrepreneurial, innovative, and built to last. Our new Brentwood office is part of an exciting expansion, bringing our East Coast roots to the Southeast and offering new opportunities for professional growth. Compensation & Benefits - Competitive salary based on experience - Annual performance bonus - Automatic 401(k): 15% company contribution (no employee match required) - Health Insurance: 100% company-paid - HSA: Annual company contribution - Tuition Assistance & Continuing Education Support - Open PTO Policy: Minimum 2 weeks off (and we make sure you take it!) - Complimentary Financial Planning for employees + discounted services for family Why This Role Matters Our Director of Tax leads strategic planning and complex client engagements. Your role ensures they can stay focused on what matters most—delivering clarity, strategy, and confidence to clients. You’ll be the trusted right hand who keeps the operation running smoothly and ensures clients receive white-glove service at every step. Apply today and help us build a tax experience that clients—and teammates—truly love. Job Type: Full-time Pay: $70,000.00 - $80,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Health savings account • Opportunities for advancement • Paid time off • Parental leave • Profit sharing • Retirement plan • Tuition reimbursement • Vision insurance Education: • Associate (Required) Ability to Commute: • Brentwood, TN 37024 (Required) Ability to Relocate: • Brentwood, TN 37024: Relocate before starting work (Required) Work Location: In person