At a Glance
- Tasks: Lead tax compliance and planning for diverse clients, translating complex tax issues into actionable advice.
- Company: Wealth management firm focused on personalized client service and strategic tax solutions.
- Benefits: Competitive salary, flexible work arrangements, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on quality over quantity.
- Why this job: Take ownership of client relationships and make a real impact in their financial success.
- Qualifications: CPA or EA required with strong experience in individual and pass-through entity taxation.
The predicted salary is between 135000 - 165000 $ per year.
Our client, a wealth management/financial services firm, is expanding their Tax function and seeking an experienced Tax Leader to direct and develop the function.
This role is client facing but is not within a public accounting firm.
This is a seat with real ownership.
You won't be one of forty managers pushing volume.
You'll be the person clients and partners turn to when the question is \"what does this mean for my taxes.\"
Responsibilities
Manage compliance and planning for a sophisticated book of clients, working directly alongside advisors, legal teams, and clients. rather than in a silo.
Prepare and review individual, business (S-corp, partnership), and trust returns.
Drive and direct proactive strategy throughout the year: entity structuring, multi-year projections, and charitable and estate work.
Translate tax complexity into plain recommendations clients and advisory can actually act on.
Qualifications
CPA or EA required
Strong experience with individual and pass-through entity taxation (HNW client exposure is a strong plus).
Experience owning client relationships and communicating directly.
Ability to work with internal and external teams where tax is one input among several (versus a focus on raw volume throughput).
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Tax Leader in Raleigh employer: Royal Search Group
Join a dynamic wealth management firm that prioritizes employee growth and fosters a collaborative work culture. As a Tax Leader, you'll enjoy the autonomy to shape tax strategies for high-net-worth clients while working closely with advisors and legal teams in a supportive environment. With a focus on meaningful client relationships and professional development, this role offers a unique opportunity to make a significant impact in the financial services sector.
