Senior Tax Associate - Wealth Management
Levelociti•Winston-Salem, NC
About The Position
The Senior Tax Associate will join a rapidly growing, employee-owned wealth management firm’s expanding Tax & Accounting practice at its Winston-Salem-area office. The role combines tax preparation and review, tax planning support, client service, and mentorship. The associate will work with domestic colleagues and offshore support teams and may support client engagements across multiple offices. The firm describes opportunities to contribute to the growth of the tax practice and advance into leadership as the department expands.
Requirements
- Bachelor’s degree in Accounting or a related field.
- At least 3 years of public accounting tax experience.
- Strong technical tax knowledge, including both preparation and review experience.
- Excellent communication and organizational skills.
- Ability to thrive in a collaborative, team-oriented environment.
Nice To Haves
- CPA, EA, or progress toward CPA/EA credentials.
Responsibilities
- Prepare and review individual, partnership, S-corporation, and corporate tax returns.
- Review work prepared by staff and offshore teams, providing guidance and ensuring quality and accuracy.
- Collaborate with professionals across multiple office locations to support client engagements.
- Assist with tax planning strategies and identify opportunities to add value for clients.
- Mentor junior team members and help develop best practices within the growing tax department.
- Build strong client relationships while delivering exceptional service.
Benefits
- Annual bonus potential of up to 15–20%.
- Opportunities for career advancement and leadership.
- Employee-owned firm with a culture focused on long-term success.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
