Tax & Planning Strategist

We’re Hiring:
Tax & Planning Strategist (CPA or EA) | Franklin, TN (On-Site)

Valtrion 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
. We are open to candidates who already have private-wealth experience or exceptional tax professionals with the intellect and drive to be trained into a wealth advisory role.

• Strong tax background (planning mindset preferred)
• High standards, ownership mindset, and client‑facing confidence
• Willing to learn wealth strategy, investments, and holistic planning

• 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.

• Top‑of‑market compensation — we will pay for the right candidate
• Outstanding benefits package
• Structured training into private wealth advisory (if coming from tax)
• Exposure to sophisticated, high‑net‑worth clients
• Long‑term growth and leadership opportunity

If you’re a CPA or EA who wants to move beyond pure tax work and build a true advisory career
, this is a rare opportunity.