Tax Professional Principal Manager / Office Lead

Job Description

Job Description

Tax Lead Principal Manager | $140,000 to $160,000 Base Salary | Full Time | Direct Hire

What Matters Most

• Competitive base salary of $140,000 to $160,000

• Location: Winston Salem, North Carolina

• Hybrid schedule with one to two work from home days per week during non peak seasons

• Full time direct hire opportunity with a growing wealth management organization

• Executive leadership role overseeing tax operations, client advisory services, and office leadership

• Opportunity to lead a local office while collaborating with firmwide leadership to shape strategy and drive growth

• Comprehensive benefits package including medical, dental, vision, 401(k) with company match, HSA, FSA, life insurance, disability coverage, Employee Assistance Program, and flexible paid time off

Job Description

We are seeking an experienced Tax Lead Principal Manager to provide strategic leadership for a growing tax practice within an integrated wealth management organization. This role combines advanced technical tax expertise with office leadership, client relationship management, business development, and team development. As the senior tax leader for the office, you will oversee complex tax engagements, mentor professionals, strengthen client relationships, and partner closely with wealth advisors and accounting professionals to deliver comprehensive financial planning solutions.

Responsibilities:

• Lead and review complex tax engagements for individuals, businesses, trusts, and estates while delivering proactive tax planning and strategic advisory services

• Oversee day to day tax operations, quality standards, staff development, workflow management, and office performance while collaborating with firm leadership across multiple locations

• Serve as the trusted advisor for key client relationships, identifying planning opportunities, resolving complex tax issues, and delivering exceptional client service

• Mentor, coach, and develop tax professionals through technical guidance, formal reviews, training sessions, and ongoing leadership development

• Drive business development through client relationship expansion, networking, referrals, strategic planning, and collaboration with wealth management and accounting teams

Qualifications and Requirements:

• Bachelor's degree in Accounting or a related field required, with a Master's degree in Accounting or Taxation preferred

• CPA or EA certification required. CPA or EA candidates with an MBA or MST may also be considered

• Ten or more years of progressive public accounting experience with demonstrated leadership responsibilities

• Advanced expertise in individual, business, trust, and estate taxation, strategic tax planning, GAAP, and federal and multi state tax regulations

• Proven experience leading teams, managing office operations, developing client relationships, mentoring professionals, and supporting business growth

Benefits and Perks:

• Base salary of $140,000 to $160,000

• Performance based bonus opportunity

• Medical, dental, and vision insurance

• 401(k) with company match

• Health Savings Account and Flexible Spending Account

• Life and disability insurance

• Employee Assistance Program

• Flexible paid time off

• Hybrid work flexibility during non peak seasons

Your New Organization:

Our client is a growing wealth management organization that integrates tax, accounting, and financial planning to provide comprehensive advisory services for individuals, families, and business owners. Rather than operating as a traditional public accounting firm, the organization emphasizes proactive planning, collaboration, and long term client relationships. This leadership opportunity offers the ability to shape office operations, mentor talented professionals, influence firm strategy, and make a meaningful impact on both clients and the organization.

Your Career Partner:

The Reserves Network, a veteran founded and family owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

The base salary range for this position is $140,000 to $160,000, excluding benefits, bonuses, or other compensation. Final compensation will be determined based on experience, qualifications, leadership capabilities, technical expertise, and internal pay equity. Please note that hiring at the top of the range is uncommon to allow room for future salary growth.