Senior Tax Associate - Hybrid - Wealth Management (Great Hours/Work Life Balance(

Levelociti • Winston-Salem, NC

21h • Hybrid

About The Position

The Tax Senior will join a rapidly growing, employee-owned wealth management firm’s expanding Tax & Accounting practice. The role combines tax preparation, tax review, tax planning support, client service, and mentorship. The Tax Senior will work with a diverse client base and collaborate with colleagues across multiple offices, as well as offshore support teams, while contributing to the continued growth of the firm’s tax practice.

The posting lists Winston Salem, NC as the location in its heading, but identifies the San Antonio office in the position description.

Requirements

• Bachelor’s degree in Accounting or a related field.
• At least 2 years of public accounting tax experience.
• Strong technical tax knowledge, including both tax 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 15–20%.
• Opportunities for career advancement and leadership.
• Collaborative work environment with colleagues across multiple offices and offshore support teams.
• Opportunity to build a long-term career with a financially strong and highly respected organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior