Executive Director of Tax (Wealth Management)
Manta Search · Franklin, TN
- On site
- Full-time
- $250,000 / year
- Franklin, TN
Job highlights
- Lead tax strategy for high-net-worth clients.
- Design advanced tax planning structures.
- Serve as a trusted advisor to founders.
- Collaborate across integrated advisory teams.
- Oversee complex tax return preparation.
About the role
About the Firm
Our client is not a traditional wealth management firm. They are building a next-generation advisory platform that integrates tax strategy, wealth management, and business consulting for entrepreneurs, executives, and high-growth companies. This is a rare opportunity to join a firm that is deliberately redefining what advisory looks like and to play a central role in shaping it.
The Opportunity
We are seeking a high-caliber Tax Director with deep corporate tax expertise who is ready to move decisively beyond compliance work and operate as a true strategic advisor. In this role, you will work directly with founders, CEOs, and high-net-worth clients — solving complex, high-stakes tax challenges and collaborating across an integrated wealth, CFO, and investment team.
Key Responsibilities
- Lead corporate and pass-through tax strategy for high-income individuals and closely held businesses
- Design and implement advanced tax planning structures — including multi-entity, partnership, and S-Corp arrangements
- Serve as a trusted advisor to founders, CEOs, and high-net-worth clients
- Collaborate cross-functionally with wealth, CFO advisory, and investment teams to deliver fully integrated client strategies
- Oversee the preparation and review of complex tax returns, ensuring quality and compliance
Qualifications & Experience
- Required: Active CPA license, 10+ years of experience in corporate tax, with a preference for public accounting or advisory environments, demonstrated expertise across corporate and partnership taxation, proven ability to navigate multi-entity structures and complex ownership arrangements, strong client-facing communication and advisory presence.
- Preferred: Background at a Big 4 or top-tier regional firm, experience advising on M&A, transaction structuring, or exit planning, entrepreneurial mindset with comfort operating in a high-growth, fast-moving environment, demonstrated ability to think strategically — not just technically.
What Makes This Role Different
- No compliance grind — strategic advisory is the core of this role
- Direct access to decision-makers: founders, executives, and high-net-worth individuals
- Integrated model: tax, wealth, and business advisory working together
- The firm is building toward a $1B+ advisory platform — you will help shape that trajectory
- High autonomy, high trust, high impact — no bureaucracy
- Clear path to senior leadership with potential equity participation
Perks
- Performance-based bonus program
- Shadow Stock Program
- Multiple KPI bonuses per year
- Path to senior leadership and potential equity participation
- Comprehensive benefits package
This Role Is Ideal If You Are…
A high-performing CPA — likely at a Big 4 or strong regional firm — who:Is fatigued by the compliance grind and ready for something meaningfully different, wants to be in the room with decision-makers, not just processing their returns, is ready to step into a true advisory role where your judgment and strategy drive outcomes, thrives in a fast-moving, entrepreneurial environment with high ownership and low bureaucracy, and is looking for a platform where senior leadership and equity upside are realistic outcomes.
Key skills/competency
- Executive Director of Tax
- Corporate Tax Strategy
- Wealth Management Advisory
- Pass-through Taxation
- High-Net-Worth Individuals
- Partnership Taxation
- S-Corp Arrangements
- M&A Transaction Structuring
- Client Advisory
- Strategic Tax Planning
Skills & topics
- Executive Director of Tax
- Tax Strategy
- Wealth Management
- Corporate Tax
- Partnership Taxation
- CPA
- Tax Planning
- High-Net-Worth
- Advisory
- Leadership
How to get hired
- Tailor your resume: Highlight CPA credentials, 10+ years corporate tax experience, and advisory successes. Emphasize Big 4 or top-tier firm background if applicable.
- Showcase strategic impact: Quantify achievements in tax planning, multi-entity structures, and client advisory for founders and HNWIs.
- Demonstrate advisory skills: Prepare examples of client-facing communication and collaborative work with integrated teams.
- Highlight entrepreneurial drive: Express comfort with fast-paced environments and strategic thinking beyond technical compliance.
- Prepare for behavioral questions: Focus on how you handle complex challenges and drive outcomes in advisory roles.
Technical preparation
Master advanced corporate tax law.,Study partnership and S-corp structures.,Practice modeling complex scenarios.,Review M&A and exit strategies.
Behavioral questions
Describe a complex tax challenge solved.,How do you advise C-suite clients?,How do you collaborate across teams?,How do you handle ambiguity and growth?
Frequently asked questions
- What is the primary focus of the Executive Director of Tax role at this firm?
- The Executive Director of Tax role at this firm is primarily focused on strategic tax advisory rather than compliance. You will be designing and implementing advanced tax planning structures and serving as a trusted advisor to founders, CEOs, and high-net-worth clients, integrating tax strategy with wealth management and business consulting.
- What type of clients can I expect to work with as an Executive Director of Tax?
- As an Executive Director of Tax, you will work directly with entrepreneurs, executives, and high-net-worth individuals, focusing on complex, high-stakes tax challenges for closely held businesses and individuals.
- What makes this Executive Director of Tax position different from traditional tax roles?
- This role is different because it eliminates the 'compliance grind.' The focus is on strategic advisory, direct access to decision-makers, and working within an integrated model of tax, wealth, and business advisory. The firm is also building a significant platform with opportunities for leadership and equity.
- What are the preferred qualifications for the Executive Director of Tax role?
- Preferred qualifications include a background at a Big 4 or top-tier regional firm, experience advising on M&A or transaction structuring, an entrepreneurial mindset, and a demonstrated ability to think strategically beyond just technical tax matters.
- What is the career path and growth potential for an Executive Director of Tax at this firm?
- The firm is building toward a $1B+ advisory platform, offering high autonomy and impact. There is a clear path to senior leadership, potential equity participation, and opportunities for growth as the company expands.
- Does this Executive Director of Tax role involve extensive tax return preparation?
- While overseeing the preparation and review of complex tax returns is part of the role to ensure quality and compliance, the primary focus is on strategic tax planning and advisory, moving beyond the traditional compliance grind.
- What is the expected work environment for the Executive Director of Tax at Manta Search's client?
- The work environment is described as high-growth, fast-moving, entrepreneurial, with high autonomy, high trust, and low bureaucracy, encouraging strategic thinking and direct impact.
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