Principal Tax Manager — Wealth Management

Job overview

The Principal Tax Manager — Wealth Management role is onsite in the Winston-Salem, NC area. Compensation is described as a competitive base salary plus bonus and commission potential, with no numeric amount specified. The role leads and expands a wealth management firm’s in-house tax practice. The tax leader oversees an existing client portfolio and a growing team while delivering tax preparation, planning, and advisory services. The role also supports practice growth and coordinates with the Wealth Management team to provide broader financial solutions to clients.

What you'll do

• Manage an existing book of business clients
• lead, mentor, and develop tax professionals
• review and prepare complex business and individual tax returns
• advise clients on tax planning and strategy
• manage office operations and workflow
• collaborate with Wealth Management
• identify opportunities to deepen client relationships across tax and wealth services
• help scale the internal tax practice.

What we're looking for

Skills & competencies

principal tax manager

wealth management

winston-salem nc

levelociti

full-time

tax practice leadership

tax returns

tax planning

client relationships

cpa or ea required

bonus potential

commission potential

Work arrangement

• Weekend coverage required

Benefits & perks

• Competitive base salary plus bonus and commission potential
• established client base
• leadership autonomy and visibility
• upward mobility
• referral earning potential
• long-term career growth
• work-life balance and supportive team environment.

Why this role

CPA or EA is required. The posting seeks seven or more years of public accounting or tax advisory experience, experience with business and high-net-worth individual tax clients, and leadership experience. Additional earning potential through referrals and long-term leadership growth are described.

About the employer

Levelociti is hiring for this role. Industry: Tax Preparation Services. Sector: 54.