Principal Tax Manager (Office Leader) - Growing Wealth Management Firm

Principal Tax ManagerGrowing Wealth Management Firm | Winston-Salem, NC AreaSalary: Up to $160K Base + Bonus (up to 15%+) + Commission potentialA 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.What You’ll DoAs 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 IncludeManage and oversee an existing book of business clientsLead, mentor, and develop a team of tax professionalsReview and prepare complex business and individual tax returnsServe as a trusted advisor to clients on tax planning and strategyDrive operational excellence and workflow management within the officeCollaborate closely with the Wealth Management team to deliver holistic financial solutionsIdentify opportunities to deepen client relationships across tax and wealth servicesHelp scale and grow the internal tax practice as the firm continues expandingWhy This Opportunity Stands OutThis 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 IncludeEstablished and growing client baseLeadership opportunity with autonomy and visibilityFast-growing internal tax team with significant upward mobilityCollaborative culture between tax and wealth management divisionsAdditional earning potential through referrals to the Wealth Management teamLong-term career growth and leadership expansion opportunitiesStrong work-life balance and supportive team environmentIdeal BackgroundWe’re looking for a confident and relationship-driven tax leader who enjoys mentoring others and building lasting client relationships.Preferred QualificationsCPA or EA required7+ years of public accounting or tax advisory experienceExperience managing business and high-net-worth individual tax clientsPrior leadership or team management experienceStrong communication and client relationship skillsEntrepreneurial mindset with interest in growing a practiceLocationWinston-Salem, North Carolina areaIf interested you can apply to this position or email your resume to sean.westhorpe@levelociti.comTo view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/