Senior Tax Director

Location: Winston Salem
Posted on: June 23, 2025

Job Description:

Urgently hiring Senior Tax Director (CPA Required) This Jobot Job is hosted by: Doug Goldman Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $130,000 - $150,000 per year A bit about us: Our Client a leading financial advisory firm dedicated to providing comprehensive wealth management and financial planning services. They offer planning opportunities across the financial planning, portfolio management, risk management, tax planning, estate planning, real estate, spectrums, and more. Why join us? Our Client is committed to fostering a collaborative and innovative work environment where their team members can thrive and grow. They foster a culture of collaboration, innovation, and continuous learning. Their team members come from diverse backgrounds and bring a wealth of knowledge and experience to the table. They encourage open communication and the sharing of ideas to drive our collective success. They are dedicated to providing opportunities for professional growth and development, and support their employees in achieving their career goals. Work-life balance is important to them, and they offer flexible vacation and sick time to ensure their team members can maintain a healthy balance between their personal and professional lives. Job Details Position Summary: We are currently looking for a qualified CPA designated professional to assist the current Senior Tax Advisor in a non-traditional public accounting role leading the tax team in the preparation and filing of business, individual, trust, 501(c)3, and gift tax returns. The Senior Tax Director will be charged with leading the tax department and collaborating with the financial advisors for client tax optimization. This role will be primarily responsible for providing tax preparation and filing services for the individual clients, businesses, trusts, and estates. Previous professional experience in personal tax filings is required. The ideal candidate will also manage all aspects of our internal financial operations and accounting, prepare and oversee the preparation of client tax returns, and provide tax planning and strategy research. This role also involves offering financial advisory and planning services as time allows. This position does NOT require the CPA to acquire new business for the firm but has the opportunity for revenue sharing if the CPA brings over current or future relationships. Qualifications: Active CPA designations with the state of North Carolina or reciprocity state. Extensive experience in tax planning, preparation, and tax strategy. 10 Years experience preferred. Strong leadership and mentorship skills. Excellent communication and interpersonal skills. Ability to work collaboratively in a team environment. Proficiency in financial and accounting software. Current tech stack includes CCH Axcess, QuickBooks, SafeSend, Bill.com, Excel, and Canopy. They also operate off of the Microsoft Office 365 suite of services. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: , Rock Hill , Senior Tax Director, Accounting, Auditing , Winston Salem, South Carolina