Accountant​/Tax & Financial Planning Specialist; CPA or EA, CFP

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 companies

Valtrion 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.

We 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.

• Competitive salary and full benefits (medical, 401(k), PTO)
• Clear growth path into advanced advisory and wealth planning roles
• Direct access to high-profile clients and complex planning cases
• Collaborative, entrepreneurial culture where innovation is rewarded
• The opportunity to work alongside a firm that integrates tax, investment, and business strategy

• Prepare and review complex individual, partnership, and corporate tax returns
• Develop and implement proactive tax and financial planning strategies for business owners and executives
• Assist in creating integrated wealth plans aligned with clients’ personal and business goals
• Collaborate closely with internal divisions across tax, consulting, wealth management, lending, and estate planning
• Maintain the highest level of professionalism, confidentiality, and client care
• Contribute to improving internal systems and enhancing the client experience

• CPA or EA designation (required)
• CFP certification or experience in personal financial planning
• Minimum 2 years of tax experience with exposure to small‑business or high‑net‑worth clients
• Strong understanding of financial planning concepts, entity structures, and compliance
• Excellent communication skills and a strategic, client‑centric mindset
• A growth‑oriented professional eager to work with high‑impact entrepreneurs and executives
• Must live in or be willing to relocate to Franklin, TN

Valtrion is building something special—a culture of excellence, innovation, and purpose.

• Work directly with world‑class clients who value your expertise
• Collaborate with top professionals across multiple financial disciplines
• Grow in an environment that rewards initiative, intellect, and execution

This 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:

“Build Your Legacy with Valtrion.”