Verified Job
Accounting - Finance
Director of Tax Strategy (CPA or EA) | Valtrion | Franklin, TN (On-Site)
Accounting - Finance
#741234
Remote / WFH
Valtrion
Job Description
Full job description
This Isn't Public Accounting. It's Building the Future of Family Office Advisory.
Valtrion is seeking an exceptional Director of Tax Strategy to help build one of the nation's premier integrated advisory firms.
If you've ever considered starting your own CPA firm but wanted the resources, client base, and leadership team to build something much bigger, this may be the opportunity you've been waiting for.
You'll work directly alongside our CEO and executive leadership team, helping entrepreneurs, senior executives, founders, investors, athletes, entertainers, and high-net-worth families make smarter financial decisions through sophisticated tax strategy.
This is a leadership role for someone who wants to influence clients, build a world-class tax department, and become an integral part of a rapidly growing company.
About Valtrion
Valtrion was built around a simple belief:
Family Office Thinking Before Family Office Money™
Most firms manage one piece of a client's financial life.
We coordinate all of it.
Our team integrates tax strategy, wealth management, estate planning, business consulting, insurance, lending, and legal coordination to help clients build, grow, protect, and transfer wealth through one coordinated strategy.
We don't measure success by tax returns filed.
We measure it by lives changed, businesses built, taxes legally reduced, and wealth preserved for future generations.
What You'll Do
As our Director of Tax Strategy, you'll become the trusted tax advisor for many of our most successful clients while helping lead the continued expansion of our tax division.
You'll:
Lead sophisticated tax planning for entrepreneurs, executives, business owners, and high-net-worth families.
Design proactive tax strategies that legally reduce taxes and improve long-term wealth.
Meet with prospective clients and confidently communicate advanced tax concepts in a way they can understand.
Partner with financial advisors, attorneys, valuation specialists, and consultants to deliver coordinated planning.
Review complex individual, business, trust, and partnership tax returns.
Mentor and develop our growing tax team.
Build scalable systems, processes, and best practices.
Identify planning opportunities created by new tax legislation.
Help shape the future vision of Valtrion's tax practice.
Who We're Looking For
You are more than a technician.
You're a strategic thinker who enjoys solving complicated financial problems and building trusted relationships.
You thrive in conversations with successful entrepreneurs and executives and can confidently explain sophisticated tax strategies without overwhelming clients.
Required Qualifications
Active CPA or Enrolled Agent (EA)
Extensive experience advising high-net-worth individuals
Significant experience with privately owned businesses
Strong background in tax planning and advisory
Excellent communication and presentation skills
Leadership experience managing people, projects, or client relationships
Entrepreneurial mindset with a passion for continuous learning
Why This Opportunity Is Different
This is not a traditional accounting firm.
You won't spend your career preparing returns in isolation.
You'll collaborate daily with an ***** multidisciplinary team that includes:
CPAs
CFAs
CFP® professionals
Investment advisors
Business consultants
Estate planning attorneys
Valuation specialists
You'll work directly with our CEO on many of our firm's most important client relationships and strategic initiatives.
You'll help build a firm—not simply work for one.
Compensation
For the right person, this is one of the best opportunities in the industry.
We offer:
Top-of-market base salary
Performance bonuses
Profit sharing
Equity opportunity
Comprehensive benefits
Paid time off
Continuing education and professional development
Significant career advancement
Direct access to executive leadership
Location
This is a full-time onsite position located in Franklin, Tennessee.
Who Thrives Here
We move fast.
We solve difficult problems.
We hold ourselves to an exceptionally high standard.
If you're looking for an environment where average effort is enough, this isn't the place.
If you're driven to build something extraordinary, work with ***** clients, and become part of one of the fastest-growing integrated advisory firms in America, we'd love to meet you.
www.valtrion.com
Work Location: In person
This Isn't Public Accounting. It's Building the Future of Family Office Advisory.
Valtrion is seeking an exceptional Director of Tax Strategy to help build one of the nation's premier integrated advisory firms.
If you've ever considered starting your own CPA firm but wanted the resources, client base, and leadership team to build something much bigger, this may be the opportunity you've been waiting for.
You'll work directly alongside our CEO and executive leadership team, helping entrepreneurs, senior executives, founders, investors, athletes, entertainers, and high-net-worth families make smarter financial decisions through sophisticated tax strategy.
This is a leadership role for someone who wants to influence clients, build a world-class tax department, and become an integral part of a rapidly growing company.
About Valtrion
Valtrion was built around a simple belief:
Family Office Thinking Before Family Office Money™
Most firms manage one piece of a client's financial life.
We coordinate all of it.
Our team integrates tax strategy, wealth management, estate planning, business consulting, insurance, lending, and legal coordination to help clients build, grow, protect, and transfer wealth through one coordinated strategy.
We don't measure success by tax returns filed.
We measure it by lives changed, businesses built, taxes legally reduced, and wealth preserved for future generations.
What You'll Do
As our Director of Tax Strategy, you'll become the trusted tax advisor for many of our most successful clients while helping lead the continued expansion of our tax division.
You'll:
Lead sophisticated tax planning for entrepreneurs, executives, business owners, and high-net-worth families.
Design proactive tax strategies that legally reduce taxes and improve long-term wealth.
Meet with prospective clients and confidently communicate advanced tax concepts in a way they can understand.
Partner with financial advisors, attorneys, valuation specialists, and consultants to deliver coordinated planning.
Review complex individual, business, trust, and partnership tax returns.
Mentor and develop our growing tax team.
Build scalable systems, processes, and best practices.
Identify planning opportunities created by new tax legislation.
Help shape the future vision of Valtrion's tax practice.
Who We're Looking For
You are more than a technician.
You're a strategic thinker who enjoys solving complicated financial problems and building trusted relationships.
You thrive in conversations with successful entrepreneurs and executives and can confidently explain sophisticated tax strategies without overwhelming clients.
Required Qualifications
Active CPA or Enrolled Agent (EA)
Extensive experience advising high-net-worth individuals
Significant experience with privately owned businesses
Strong background in tax planning and advisory
Excellent communication and presentation skills
Leadership experience managing people, projects, or client relationships
Entrepreneurial mindset with a passion for continuous learning
Why This Opportunity Is Different
This is not a traditional accounting firm.
You won't spend your career preparing returns in isolation.
You'll collaborate daily with an ***** multidisciplinary team that includes:
CPAs
CFAs
CFP® professionals
Investment advisors
Business consultants
Estate planning attorneys
Valuation specialists
You'll work directly with our CEO on many of our firm's most important client relationships and strategic initiatives.
You'll help build a firm—not simply work for one.
Compensation
For the right person, this is one of the best opportunities in the industry.
We offer:
Top-of-market base salary
Performance bonuses
Profit sharing
Equity opportunity
Comprehensive benefits
Paid time off
Continuing education and professional development
Significant career advancement
Direct access to executive leadership
Location
This is a full-time onsite position located in Franklin, Tennessee.
Who Thrives Here
We move fast.
We solve difficult problems.
We hold ourselves to an exceptionally high standard.
If you're looking for an environment where average effort is enough, this isn't the place.
If you're driven to build something extraordinary, work with ***** clients, and become part of one of the fastest-growing integrated advisory firms in America, we'd love to meet you.
www.valtrion.com
Work Location: In person
