Senior Tax Manager - Wealth Management
$150kLevelociti
Job Description
Job Description
Senior Tax Manager
Growing Wealth Management Firm | Minnetonka, MN
Competitive Base Salary (up to $150K) + Bonus + commission potential
A rapidly growing Wealth Management firm in the Winston-Salem area is seeking an experienced Senior 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
Minnetonka, MN
If interested you can apply to this position or email your resume to View email address on us.fitly.work
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Vacancy posted 3 days ago
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