Tax Strategy Manager

Job Description

Tax Strategy Manager | Build & Lead a New Tax Division | Middle Tennessee

$165K–$200K base + 15–20% target bonus (about $190K–$240K total target comp) | First-year bonus protection | Relocation available

Most tax leaders inherit a department. This one gets to build one.

We're partnering with a fast-growing financial planning firm in Middle Tennessee to hire its first Tax Strategy Manager. This is a new leadership seat on a four-person executive team. You'll own the vision, the infrastructure, and the growth of a tax division built entirely around proactive planning, not compliance.

If you're a CPA who thinks like a strategist and wants to build something rather than maintain it, keep reading.

Why this role stands out

A real seat at the table. You'll join a four-person leadership team and work directly with the founder.

Build it your way. You'll design the department from day one: the systems, the service model, the tech stack, and the team.

Strategy over volume. Your work centers on high-level tax planning alongside the firm's financial advisors. You won't be running a return-prep mill.

Upside tied to what you build. Your bonus grows with department profitability, operational efficiency, and tax planning revenue.

Protection while you build. The division starts with no existing book of business, so a guaranteed or partially guaranteed first-year bonus is available.

Flexibility. The role is hybrid outside of tax season, and relocation support is available for out-of-state candidates.

What you bring

✔ Active CPA license (required)

✔ 10+ years of tax experience with a strong planning focus

✔ Experience in or alongside wealth management or financial advisory

✔ Proven leadership and an entrepreneurial, systems-first mindset

✔ A drive to modernize how a tax practice runs, using technology

Compensation & benefits

• Base: $165,000–$200,000, depending on experience

• Bonus: 15–20% of base target, tied to department profitability, efficiency, and tax planning revenue growth

• Year one: Guaranteed or partially guaranteed minimum bonus available

• Health benefits (in place or anticipated before start date)

• Hybrid schedule outside of tax season

• Relocation package for the right candidate

• Long-term leadership growth in a high-growth, purpose-driven firm

Ready to build something that's yours?

This search is confidential. Apply through The Well Recruiting Solutions or message me directly for a confidential conversation

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