Overview
Executive Director of Tax; Wealth Management Jobs in Franklin, USA at Manta Search
Position: Executive Director of Tax (Wealth Management)
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
- Performance-based bonus program
- Shadow Stock Program
- Multiple KPI bonuses per year
- Path to senior leadership and potential equity participation
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
- Is looking for a platform where senior leadership and equity upside are realistic outcomes
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Title: Executive Director of Tax; Wealth Management
Company: Manta Search
Location: Franklin, USA
Category:
