Tax Supervisor- Financial services

TGG AccountingWilmington, NC
$100,000 - $125,000Onsite

About The Position

Our client, a Wilmington, NC-based financial services company, is launching a brand-new business unit focused on tax, accounting, and strategic advisory services for small and mid-sized businesses — and they're looking for a Tax Supervisor to help lead it from day one. This is a rare opportunity to join a growing team, help shape processes from the ground up, and step into a leadership role that goes well beyond compliance work.

Requirements

  • 3+ years of tax experience
  • Bachelor's degree in accounting, finance, etc
  • Strong grasp of individual, partnership, and S-Corp taxation
  • Comfort managing client relationships directly
  • Sharp attention to detail and strong organizational skills
  • Ability to juggle multiple deadlines in a fast-paced environment
  • A genuine interest in leadership and process improvement
  • LOCAL CANDIDATES ONLY
  • Candidates who are authorized to work in the United States without the need for current or future visa sponsorship.
  • We are not able to consider C2C arrangements or third-party submissions.

Nice To Haves

  • CPA preferred (EA accepted)
  • Familiarity with QBO, Onvio, UltraTax, or similar tools is a plus

Responsibilities

  • Review and prepare individual, partnership, S-Corp, and corporate returns
  • Review quarterly and annual tax projections
  • Spot tax savings strategies and explain them clearly to clients
  • Keep everything accurate, compliant, and on time
  • Be the go-to contact for a portfolio of clients
  • Translate tax results and planning recommendations into plain English
  • Build lasting relationships and deliver a top-tier client experience
  • Manage preparers and staff accountants, mentor and train junior team members
  • Oversee workflow across the firm's software stack
  • Help build out tax processes and SOPs for the new unit
  • Design and execute tax planning strategies for high-income clients
  • Stay ahead of tax law changes and flag impacts proactively
  • Partner with leadership on process improvement and capacity planning

Benefits

  • $100,000–$125,000/year + discretionary bonus
  • Generous benefits package + PTO
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