Tax Manager

About the Firm

We are representing a boutique, high-touch RIA based in Louisville, Kentucky, built around one simple premise: clients come first, always. The firm serves a sophisticated client base — primarily retired and current business owners and executives — with a level of service that goes well beyond portfolio management. Leadership is hands-on, reviews happen three times a year, and the office itself is modern, custom-designed, and built to make coming to work something people actually look forward to. The culture is collaborative, tight-knit, and genuinely people-first — including with clients. 

Our client is now building out an in-house tax practice designed to integrate seamlessly with their wealth management business. The goal is to give clients one cohesive, high-end experience where financial planning and tax strategy move together in lockstep. 

About the Role

Our client is seeking a Tax Manager to serve as the founding member of their tax practice. This is a ground-floor opportunity for the right tax professional — not a compliance grind, but a high-impact role working with some of the most complex, high-net-worth client situations in the region. The client base includes founders, executives, and retirees with 8 and 9-figure estates, foundations, trusts, multi-entity structures, real estate holdings, deferred compensation, RSUs, nonqualified stock options, and more. 

This role is ideal for an entrepreneurial tax professional who sees where the industry is heading, wants to be part of building something meaningful, and is ready to grow into a senior leadership role with real ownership potential down the road.

Key Responsibilities

• Serve as the primary tax resource for a high-net-worth client base, handling complex federal and state compliance across individual, partnership, S-corp, trust, and estate return types

• Partner directly with wealth advisors on proactive tax planning — retirement income sequencing, stock option and RSU strategy, entity structuring, capital gains planning, 1031 exchanges, donor-advised funds, and more

• Work alongside a seasoned senior CPA resource as the practice infrastructure comes together, contributing to the development of workflows, technology, and service standards

• Sit in on client meetings, help close new tax relationships as they come through the door, and build your own book of business over time

• Research complex tax issues and develop well-reasoned, creative solutions for clients

• Grow into a senior leadership role within the practice, with ownership on the table for the right long-term fit

Requirements

• CPA or EA required

• 3-15 years of tax experience in public accounting or a wealth management environment

• Strong compliance background with complex individual, pass-through, trust, and estate returns

• Genuine passion for tax planning and advisory work — this is main focus of the position in addition to compliance

• Entrepreneurial mindset with a desire to build, grow, and take ownership over time

• High service orientation; you understand what it means to take care of clients at this level

• In-office presence in Louisville required; hybrid considered for the right candidate

Benefits

• Competitive compensation commensurate with experience

• Bonus opportunities

• Strong benefits package

• Modern, custom-designed office environment

• Significant long-term upside — a clear path to senior leadership