Senior Tax Associate - Wealth Management

Job Description

Job Description

Tax Senior – Wealth Management & Public Accounting

Location: Winston Salem Area, NC

Compensation: Up to $125,000 + Annual Bonus (15–20%)

Are you a tax professional looking for more than just another busy season?

Our client is a rapidly growing, employee-owned wealth management firm with a well-established presence throughout the Midwest and an expanding Tax & Accounting practice. As demand continues to grow, they're looking to add a Tax Senior to their Winston Salem area office who wants to play a meaningful role in a collaborative, forward-thinking team.

This is an excellent opportunity for someone who enjoys a blend of tax preparation, tax review, and mentorship , while working alongside both domestic colleagues and offshore support teams. You'll gain exposure to a diverse client base and have the opportunity to make an impact across multiple offices as the firm's tax practice continues its impressive growth.

What You'll Do

• Prepare and review a variety of individual, partnership, S-corporation, and corporate tax returns.
• Review work prepared by staff and offshore teams, providing guidance and ensuring quality and accuracy.
• Collaborate with professionals across multiple office locations to support client engagements.
• Assist with tax planning strategies and identify opportunities to add value for clients.
• Mentor junior team members and help develop best practices within the growing tax department.
• Build strong client relationships while delivering exceptional service.

What We're Looking For

• Bachelor's degree in Accounting or a related field.
• CPA, EA or CPA/EA-track preferred.
• 3+ years of public accounting tax experience.
• Strong technical tax knowledge with both preparation and review experience.
• Excellent communication and organizational skills.
• Ability to thrive in a collaborative, team-oriented environment.

Why You'll Want to Join

• Employee-owned firm with a culture focused on long-term success.
• Rapidly growing Tax & Accounting division with significant investment in future expansion.
• Clear opportunities for career advancement and leadership as the department continues to scale.
• Collaborative environment where you'll work with professionals across multiple offices and offshore support teams.
• Competitive compensation package with a base salary up to $125,000 plus up to 15–20% annual bonus potential .
• Opportunity to build a long-term career with a financially strong and highly respected organization.

If you're looking for a firm where your contributions are recognized, your career can accelerate, and you can be part of an exciting growth story, we'd love to connect.

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

 

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