Tax Director (Office Lead) - Wealth Management

Job Description

Job Description

Principal Tax Manager

Growing Wealth Management Firm | Winston-Salem, NC Area

Competitive Base Salary + Bonus + commission potential

A rapidly growing Wealth Management firm in the Winston-Salem area is seeking an experienced Principal Tax Manager to lead and expand its in-house tax practice. This is a unique leadership opportunity for a tax professional who wants to combine technical expertise, team leadership, client relationship management, and long-term growth potential within a collaborative financial services environment.

This role offers the opportunity to step into an established and growing book of business while helping shape the future of a thriving internal tax division that continues to expand year over year.

What You’ll Do

As the Principal Tax Manager, you will lead the local tax office and oversee a small but growing team of tax professionals. You’ll inherit an active portfolio of business and individual clients, ensuring high-quality service delivery while mentoring and developing staff.

Key responsibilities include:

• 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
• Serve as a trusted advisor to clients on tax planning and strategy
• Drive operational excellence and workflow management within the office
• Collaborate closely 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 as the firm continues expanding

Why This Opportunity Stands Out

This is more than a traditional tax leadership role — it’s an opportunity to build something meaningful within a highly collaborative and growth-oriented firm.

Highlights Include:

• Established and growing client base
• Leadership opportunity with autonomy and visibility
• Fast-growing internal tax team with significant upward mobility
• Collaborative culture between tax and wealth management divisions
• 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

Ideal Background

We’re looking for a confident and relationship-driven tax leader who enjoys mentoring others and building lasting client relationships.

Preferred qualifications:

• CPA or EA required
• 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 with interest in growing a practice

Location

Winston-Salem, North Carolina area

If interested you can apply to this position or email your resume to View email address on us.fitly.work

 

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