Tax Director (Office Lead) - Wealth Management
About The Position
A rapidly growing wealth management firm in the Winston-Salem, North Carolina area is seeking a Principal Tax Manager to lead and expand its in-house tax practice. This leadership opportunity combines technical tax expertise, team leadership, client relationship management, and practice growth within a collaborative financial services environment. The position will take over an established and growing book of business and help shape the future of the firm’s expanding internal tax division. The Principal Tax Manager will lead the local tax office and oversee a small, growing team of tax professionals. The role includes serving existing business and individual clients, delivering high-quality tax services, and mentoring and developing staff. The position also partners with the Wealth Management team to provide holistic financial solutions and identify opportunities to strengthen relationships across tax and wealth services. The opportunity offers autonomy and visibility, an established client base, potential additional earnings through referrals to the Wealth Management team, and long-term career and leadership growth. The firm describes its culture as collaborative and supportive, with a strong work-life balance.
Requirements
- CPA or EA required.
- At least 7 years of public accounting or tax advisory experience.
- Experience managing business and high-net-worth individual tax clients.
- Prior leadership or team management experience.
- Strong communication and client relationship skills.
- Entrepreneurial mindset and interest in growing a practice.
Responsibilities
- Manage and oversee an existing book of business clients.
- Lead, mentor, and develop a team of tax professionals.
- Review and prepare complex business and individual tax returns.
- Advise clients on tax planning and strategy.
- Drive operational excellence and workflow management within the office.
- Collaborate with the Wealth Management team to deliver holistic financial solutions.
- Identify opportunities to deepen client relationships across tax and wealth services.
- Help scale and grow the internal tax practice.
Benefits
- Additional earning potential through referrals to the Wealth Management team.
- Long-term career growth and leadership expansion opportunities.
- Strong work-life balance and supportive team environment.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
