Tax Partner

Tax Principal / Principal Tax Manager

Location: Clemmons, NC (Winston-Salem Area) | Hybrid

A Public Accounting Firm Built for the Long Term

If you're an experienced Tax Manager, Senior Manager, or Principal looking for more than just another public accounting firm, this opportunity deserves your attention.

I'm partnering with a highly respected and growing CPA and wealth advisory firm that's redefining what a long-term career in public accounting can look like. Their integrated approach combines tax, accounting, financial planning, and estate planning, allowing you to deliver meaningful advisory services—not just prepare tax returns.

What truly separates this opportunity is the culture.

Instead of endless busy seasons and uncertain advancement, you'll find a firm that invests in its people through flexibility, collaboration, and a well-defined path to Partner.

If you've been waiting for the right firm where you can grow your career without sacrificing your life outside of work, this is worth a conversation.

Why This Opportunity Stands Out

• Clearly defined path to Partner
• Hybrid work schedule with flexibility outside of tax season
• Reasonable busy season expectations compared to many traditional CPA firms
• Opportunity to help shape the future of a growing tax practice
• Collaborative environment alongside accounting, tax, and wealth management professionals
• Leadership that values mentorship, professional development, and long-term careers

What You'll Do

As a senior leader within the tax practice, you'll play a key role in both client advisory and firm leadership.

Responsibilities include:

• Review and oversee complex individual, business, trust, and estate tax returns
• Deliver proactive tax planning for business owners and high-net-worth clients
• Collaborate with wealth advisors and accounting professionals to provide integrated client solutions
• Mentor, coach, and develop tax professionals across the firm
• Serve as a trusted advisor on complex tax matters
• Help build processes, improve efficiencies, and contribute to the continued growth of the practice
• Participate in business development through referrals, networking, and client relationships
• Stay current on tax legislation and planning opportunities

Qualifications

• CPA or EA required
• 10+ years of progressive public accounting tax experience
• Strong technical expertise in tax planning and review
• Experience with individual, partnership, S-Corporation, C-Corporation, trust, and estate taxation
• Leadership experience mentoring staff and managing client relationships
• Business development experience is helpful but not required

Compensation & Benefits

Along with a competitive compensation package, you'll receive:

• Defined Partner track
• Performance bonuses
• Hybrid work flexibility
• Flexible Paid Time Off
• 401(k) with company match
• Medical, dental, and vision insurance
• HSA & FSA options
• Disability and life insurance
• Continuing education and CPA support
• A collaborative culture focused on long-term success—not burnout

Interested?

This is an outstanding opportunity for a senior tax professional who wants to remain in public accounting while joining a firm that offers flexibility, strong leadership, sophisticated client work, and a realistic opportunity to become a Partner.

If you're curious to learn more, I'd be happy to share additional details confidentially.