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The Well

Tax Strategy Manager

franklin, TN

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About this opportunity

The Well lists this Tax Strategy Manager opportunity in franklin, Tennessee. Review the employer’s description below for duties, qualifications and application requirements.

Job description

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.

Who can apply

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