Job Description

Financial Planner / Tax Advisor / Certified Public Accountant (CPA)

Step into a high-impact advisory role where your CPA skills will not only guide clients through complex financial landscapes but shape their long-term prosperity. Join our collaborative financial team as the go-to expert on tax strategy and planning, with a seat at the table for big-picture financial decision-making.

• Meaningful work with clients who value strategic insight, not just number-crunching
• Bonus opportunities to reward your expertise
• Comprehensive benefits including health, dental, vision, life insurance, and 401(k) with matching
• Paid time off and a steady Monday–Friday schedule

• Prepare and review tax projections, especially those involving Roth conversions
• Lead long-term tax planning strategies for individual clients
• Draft and file client tax returns with precision and compliance
• Provide data-backed analysis for comprehensive financial planning
• Collaborate across departments to enrich the client experience

• Desire a job that's about people and not just numbers
• Hold an active CPA license
• Adept at navigating Roth conversions and long-term tax forecasting
• Familiarity with estate law, wills, and trusts gives you an edge
• Bonus: You bring a knack for client education and proactive guidance

We invite qualified candidates who are passionate about accounting and eager to contribute their expertise to apply for this exciting opportunity as a Certified Public Accountant.

Job Type: Full-time

Pay: $95,000.00 - $105,001.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Application Question(s):

• Do you currently hold an active CPA license?
• Please concisely explain your approach to analyzing Roth conversions for clients.

Ability to Commute:

• Nashville, TN 37204 (Required)

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