Integrated Tax & Wealth Planner - CPA/EA, CFP

Valtrion; Franklin (TN); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Full benefits (medical, 401(k), PTO)

Clear growth path

Direct access to high-profile clients

Collaborative culture

Job summary

A progressive financial consulting firm in Franklin, TN, is seeking an Accountant / Tax & Financial Planning Specialist. This role is essential for developing strategies for clients and requires a CPA or EA designation. The ideal candidate will have over 2 years of tax experience and a passion for financial planning. Enjoy competitive salary, comprehensive benefits, and a culture of innovation with direct access to high-profile clients.

Qualifications

• 2+ years of tax experience with small-business or high-net-worth clients.
• Strong understanding of financial planning concepts and compliance.

Responsibilities

• Prepare and review complex individual, partnership, and corporate tax returns.
• Develop proactive tax and financial planning strategies.
• Collaborate across tax, consulting, wealth management, and estate planning.

Skills

Tax experience

Financial planning

Excellent communication skills

Strategic mindset

Education

CPA or EA designation

CFP certification or experience in personal financial planning

Job description

A progressive financial consulting firm in Franklin, TN, is seeking an Accountant / Tax & Financial Planning Specialist. This role is essential for developing strategies for clients and requires a CPA or EA designation. The ideal candidate will have over 2 years of tax experience and a passion for financial planning. Enjoy competitive salary, comprehensive benefits, and a culture of innovation with direct access to high-profile clients.