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Tax & Planning Strategist to Private Wealth Advisor

Job in Nashville, Davidson County, Tennessee, 37247, USA
Listing for: Valtrion Tax & Consulting
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Tax Advisor
Job Description & How to Apply Below
A financial consultancy in Nashville is seeking a Tax & Planning Strategist whose role combines advanced tax strategies with wealth management. The ideal candidate will have a strong tax background and an ownership mindset, ready to advise high-net-worth clients. This position offers top-of-market compensation and a structured training program for tax professionals transitioning into wealth advisory roles. This is an exceptional opportunity for CPAs or EAs looking to expand their careers into true advisory roles.
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