Tax Strategy Manager

Tax Strategy Manager | Growing Financial Planning Firm | Middle Tennessee

Compensation: $125,000 – $150,000 Base | Performance Bonus | Relocation Available

We're hiring a Tax Strategy Manager on behalf of our client—a growing financial planning firm based in Middle Tennessee with a bold roadmap and a brand-new leadership seat to fill.

This isn't a traditional tax role. This is a build-it-from-scratch opportunity for a CPA who leads with strategy, thinks like an entrepreneur, and wants to shape the future of a firm's entire tax division.

Why this role?

• Join a four-person leadership team and have a real seat at the table


• Build the tax department from the ground up—your vision, your infrastructure


• Collaborate directly with the firm's founder and financial advisors


• Focus on high-level tax strategy and planning, not just return preparation


• Hybrid flexibility outside of tax season + relocation assistance available

What you bring:

• Active CPA license (required)


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


• Background in or alongside a financial advisory or wealth management firm


• Proven leadership and an entrepreneurial, systems-oriented mindset


• Comfort with technology and a drive to modernize how a tax department runs

What we offer:

• $125,000 – $150,000 base salary, depending on experience


• Performance-based bonus tied to department KPIs and profitability


• Health benefits (in place or anticipated prior to start)


• Hybrid schedule outside of tax season


• Relocation package for the right out-of-state candidate


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

Sound like you? Let's talk.

We're recruiting this role on behalf of our client—confidential at this time. Apply through The Well Recruiting Solutions or reach out directly to learn more.