Senior Tax Accountant

About the role

Our client, a Wilmington, NC-based financial services company, is launching a brand-new business unit focused on tax, accounting, and strategic advisory services for small and mid-sized businesses. They are looking for a Senior Tax Accountant to help lead it from day one. This is a rare opportunity to join a growing team, help shape processes from the ground up, and step into a leadership role that goes well beyond compliance work.

Responsibilities

• Review and prepare individual, partnership, S-Corp, and corporate returns
• Review quarterly and annual tax projections
• Spot tax savings strategies and explain them clearly to clients
• Keep everything accurate, compliant, and on time
• Be the go-to contact for a portfolio of clients
• Translate tax results and planning recommendations into plain English
• Build lasting relationships and deliver a top-tier client experience
• Manage preparers and staff accountants, mentor and train junior team members
• Oversee workflow across the firm's software stack
• Help build out tax processes and SOPs for the new unit
• Design and execute tax planning strategies for high-income clients
• Stay ahead of tax law changes and flag impacts proactively
• Partner with leadership on process improvement and capacity planning

Requirements

• 3+ years of tax experience
• Bachelor's degree in accounting, finance, or related field
• CPA or EA preferred, not required
• Strong grasp of individual, partnership, and S-Corp taxation
• Comfort managing client relationships directly
• Sharp attention to detail and strong organizational skills
• Ability to juggle multiple deadlines in a fast-paced environment
• Familiarity with QBO, Onvio, UltraTax, or similar tools is a plus
• A genuine interest in leadership and process improvement

Benefits

• $100,000–$125,000/year + discretionary bonus
• Generous benefits package + PTO

Schedule

• Onsite in Wilmington, NC
• Monday–Friday, 8:30 AM–5:30 PM

LOCAL CANDIDATES ONLY. This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. Third-party submissions and C2C arrangements are not accepted.