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The Well

Director of Tax Strategy & Operations

franklin, TN

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Job description

Director of Tax Strategy & Operations | Growing Financial Planning Firm | Middle Tennessee

Compensation: $100,000 – $175,000 base | Performance Bonus | Relocation Available

We're hiring a Director of Tax Strategy & Operations 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:

$100,000 – $175,000 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

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Worksite address

franklin, TN, 37068, US

Who can apply

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