Valtrion Tax & Consulting · 3 days ago
Tax & Planning Strategist
Nashville Metro
Full-time
Onsite
Mid LevelValtrion Tax & Consulting is expanding and hiring a Tax & Planning Strategist to join our elite advisory team in Franklin, Tennessee. This role sits at the intersection of advanced tax strategy and private wealth management, where the strategist will advise entrepreneurs and executives on integrated tax and wealth strategies while preparing and reviewing complex tax returns.
Accounting
Responsibilities
Advise entrepreneurs and executives on integrated tax & wealth strategies
Prepare and review complex individual and business tax returns
Identify proactive tax planning opportunities (not just compliance)
Work with private wealth, investment, and advisory teams
Grow into a trusted advisor role with increasing responsibility
Qualification
Required
CPA or Enrolled Agent (EA)
High standards, ownership mindset, and client-facing confidence
Preferred
Strong tax background (planning mindset preferred)
Willing to learn wealth strategy, investments, and holistic planning
Benefits
Outstanding benefits package
Company
Valtrion Tax & Consulting
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase