Accountant / Tax & Financial Planning Specialist (CPA or EA, CFP preferred)Location: Franklin, TN (On-site or willing to relocate)Company: Valtrion Tax & Consulting — part of the Valtrion family of companiesAbout ValtrionValtrion Tax & Consulting is part of Valtrion LLC, an integrated private wealth and business consulting platform that unites tax strategy, financial planning, asset management, estate planning, and business consulting under one roof.We serve some of the most successful entrepreneurs, executives, and personal brands in the world—helping them simplify complexity, protect their legacies, and accelerate wealth creation.We are not a traditional accounting firm. We are a fast-growing, collaborative, and forward-thinking organization redefining what elite tax and consulting services look like in today's world.The OpportunityWe are looking for a CPA or EA with a CFP designation (or actively pursuing) who has 2+ years of tax experience and a passion for comprehensive financial planning. This is a unique opportunity to work across both tax and wealth disciplines inside a high-growth firm that values strategy, creativity, and impact.What You'll Get:Competitive salary and full benefits (medical, 401(k), PTO)Clear growth path into advanced advisory and wealth planning rolesDirect access to high-profile clients and complex planning casesCollaborative, entrepreneurial culture where innovation is rewardedThe opportunity to work alongside a firm that integrates tax, investment, and business strategyWhat You'll Do:Prepare and review complex individual, partnership, and corporate tax returnsDevelop and implement proactive tax and financial planning strategies for business owners and executivesAssist in creating integrated wealth plans aligned with clients' personal and business goalsCollaborate closely with internal divisions across tax, consulting, wealth management, lending, and estate planningMaintain the highest level of professionalism, confidentiality, and client careContribute to improving internal systems and enhancing the client experienceWhat We're Looking For:CPA or EA designation (required)CFP certification or experience in personal financial planningMinimum 2 years of tax experience with exposure to small‑business or high‑net‑worth clientsStrong understanding of financial planning concepts, entity structures, and complianceExcellent communication skills and a strategic, client‑centric mindsetA growth‑oriented professional eager to work with high‑impact entrepreneurs and executivesMust live in or be willing to relocate to Franklin, TNWhy Join ValtrionValtrion is building something special—a culture of excellence, innovation, and purpose.Here, you will:Work directly with world‑class clients who value your expertiseCollaborate with top professionals across multiple financial disciplinesGrow in an environment that rewards initiative, intellect, and executionThis is more than an accounting or planning position—it is a career‑defining opportunity to help shape the future of integrated financial services.If you're ready to join a firm that's redefining how entrepreneurs and executives build and protect their wealth, apply to this position.Website: www.Valtrion.com“Build Your Legacy with Valtrion.”#J-18808-Ljbffr