Audit and Tax Preparer

Are you a caring and energetic individual with exceptional attention to detail who loves customer service and creating a \"wow\" factor for every client you serve? Would you thrive working for a growing, prestigious financial advisory firm in a fun, team-oriented environment?

As Director of Tax Services, you will be more than a numbers expert — you will be a trusted advisor to our clients and a culture champion within our office. You must have a strong capacity to handle a variety of responsibilities, including working with our clients who are in or near retirement — helping them navigate tax strategies that protect what they have worked a lifetime to build .

TruNorth Advisors is a premier financial advisory firm headquartered in Greenville, South Carolina. We are dedicated to delivering comprehensive wealth management, financial planning, and tax solutions to individuals, families, and business owners across South Carolina, North Carolina and beyond. Our team is passionate about serving clients at every stage of their financial journey — with a special focus on those approaching and living in retirement.

As our firm continues to grow, we are excited to find the leader of our tax division .

The Director of Tax Services will lead all aspects of our tax practice — from compliance and planning to client advisory and staff development. This individual will work hand-in-hand with our financial advisors to deliver seamlessly integrated tax and wealth management solutions. Lead, build, and manage the firm's Tax Services Division, establishing quality standards and a client-first culture

Oversee and review complex individual (Form 1040), business (1120, 1120-S, 1065), trust, and estate tax returns

Develop and implement proactive, personalized tax planning strategies — with particular expertise serving pre-retirees and retirees

Serve as a trusted advisor to clients, providing clear guidance on the tax implications of investments, income, distributions, estate planning, and major life events

Represent clients before the IRS and state tax authorities in audits, correspondence, appeals, and collection matters

Partner closely with financial advisors to create cohesive, integrated wealth and tax strategies

Monitor and communicate changes in federal and Nevada state tax law to staff and clients in a timely manner

Onboard, train, and mentor tax staff as the division grows

Assist with onboarding new tax clients and identifying opportunities to expand services to existing financial planning clients

Active CPA license (South Carolina and North Carolina or reciprocal) or current IRS Enrolled Agent (EA) designation — required

Minimum 5 years of tax preparation and planning experience, with at least 2 years in a supervisory or senior role

Strong expertise in individual tax planning, including retirement-related issues (RMDs, Roth conversions, Social Security taxation, IRMAA surcharges)

Solid knowledge of business entity taxation (S-Corps, partnerships, LLCs)

Proficiency in professional tax software (Drake, UltraTax, Lacerte, or similar

Exceptional interpersonal and communication skills — ability to explain complex tax matters to clients in plain, approachable language

Experience working within a financial advisory, wealth management, or financial planning firm

Familiarity with estate and trust taxation, charitable giving strategies, and business succession planning

Experience representing clients in IRS audits or appeals

Background working with high-net-worth individuals, retirees, and small business owners

Familiarity with financial planning software (eMoney or similar) is a plus

Comprehensive benefits package including health, dental, vision, and life insurance

Generous paid time off plus paid holidays (5+Weeks)

A fun, close-knit office culture where your contributions are seen, valued, and celebrated

Ongoing professional development, CE support, and licensing fee reimbursement