Tax Director (Office Lead) - Wealth Management

Winston-Salem, NC Area

About the Role

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.

Responsibilities

• 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.

• 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

Requirements

• 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

Pay

Competitive base salary + bonus + commission potential