Tax Strategy & Operations Director — Build & Scale (Hybrid)

The Well; Franklin (TN); Híbrido; USD 100 000 - 175 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Performance-based bonus

Health benefits

Hybrid schedule

Relocation package

Resumo da oferta

The Well is seeking a Director of Tax Strategy & Operations to build and lead a new tax division in Middle Tennessee. You will drive high-level tax strategy, plan for growth, and work directly with the founder and advisors to shape the firm's tax future.

Ideal candidates are CPAs with 10+ years of tax experience in wealth management settings, a proven leadership record, and a passion for modernizing tax operations. Hybrid work with relocation support is provided.

Qualificações

• 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 with an entrepreneurial, systems-oriented mindset.
• Comfort with technology and a drive to modernize how a tax department runs.

Responsabilidades

• Build the tax department from the ground up with your vision and infrastructure.
• Lead high-level tax strategy and planning, not just compliance.
• Collaborate directly with the firm's founder and financial advisors.
• Shape and implement scalable tax processes and KPIs.

Conhecimentos

Tax strategy

Leadership

Strategic thinking

Technology savvy

Formação académica

CPA license

Descrição da oferta de emprego

The Well is seeking a Director of Tax Strategy & Operations to build and lead a new tax division in Middle Tennessee. You will drive high-level tax strategy, plan for growth, and work directly with the founder and advisors to shape the firm's tax future.

Ideal candidates are CPAs with 10+ years of tax experience in wealth management settings, a proven leadership record, and a passion for modernizing tax operations. Hybrid work with relocation support is provided.