Certified Public Accountant

Certified Public Accountant (CPA)

Location: Franklin, TN.

Employment Type: Full-Time

Starting Income: $150,000+

ABOUT THE OPPORTUNITY

An established wealth management and financial advisory firm in Franklin, Tennessee, is seeking an experienced Certified Public Accountant (CPA) to lead tax planning services for its growing client base.

The firm manages significant client assets and provides comprehensive retirement planning, investment management, and insurance solutions. This opportunity is ideal for an experienced CPA who wants to move beyond traditional tax compliance and focus on proactive, year-round tax planning and advisory services.

The position offers an established client base with a steady flow of work from day one, along with the opportunity to grow your own practice and bring existing clients.

THE OPPORTUNITY

The selected CPA will lead tax planning initiatives and work closely with financial advisors to integrate tax strategies into clients' overall financial plans.

This role is ideal for a CPA seeking the stability of an established firm while maintaining the entrepreneurial opportunity to build and expand their own client portfolio.

KEY RESPONSIBILITIES

• Provide proactive, year-round tax planning for retirees, pre-retirees, young professionals, and business owners.
• Prepare and review individual, trust, and business tax returns.
• Partner with financial advisors on tax-efficient strategies, including Roth conversions, retirement income sequencing, charitable giving, capital gains management, and equity compensation.
• Advise business owners on entity structure, retirement plan design, compensation, succession planning, and exit strategies.
• Participate in client meetings and clearly explain tax implications and recommendations.
• Coordinate with estate planning attorneys and other professionals to ensure clients' financial and tax plans remain aligned.
• Stay current on tax law changes and communicate relevant updates to the team.
• Develop and grow an individual client base, including maintaining and transferring existing client relationships.

REQUIRED QUALIFICATIONS

• Active CPA license in good standing (Tennessee license or ability to obtain one).
• 5+ years of experience in public accounting, tax planning, or a related field.
• Strong working knowledge of individual and small-business taxation.
• Ability to communicate complex tax concepts clearly and effectively to clients.
• Collaborative, client-focused mindset with a strong commitment to professional integrity.

PREFERRED QUALIFICATIONS

• Existing client base or book of business.
• Experience working alongside financial advisors or within a wealth management firm.
• Experience with retirement income planning, business-owner taxation, or high-net-worth tax planning.
• Additional credentials such as PFS, CFP®, or EA.

BENEFITS AND PERKS

• Health, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Generous paid time off and paid holidays.
• CPA license renewal, continuing professional education (CPE), and professional dues covered.
• Professional tax software and research tools provided.
• Administrative and operational support.
• Marketing support and client introductions through financial advisors.

Interested candidates are encouraged to share their updated resume along with a brief overview of their tax planning experience and current client portfolio.

Contact: Kevin – Global Talent Partner

Phone: 262-799-5946