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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 #TaxStrategy #CPA #WealthManagement #FinancialPlanning #TaxPlanning #NashvilleJobs #LeadershipOpportunity

Also on the board Same function, level within a rung

Level

Manager

Salary

$165,000–$200,000

Location

Mundelein, IL

Occupation

Accountants and Auditors

Industry

Offices of Certified Public Accountants

Posted

10 days ago

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