Financial Planner / Tax Advisor / Certified Public Accountant (CPA) Position Available In Davidson, Tennessee

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. Why You Should Apply 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 What You’ll Be Doing 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 About You 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)