Senior Tax Manager – Wealth Management

Senior Tax Manager Growing Wealth Management Firm | Minnetonka, MN Competitive Base Salary (up to $150K) Bonus commission potential

A rapidly growing Wealth Management firm in the Winston-Salem area is seeking an experienced Senior 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.

As 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.

• 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

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

We're looking for a confident and relationship-driven tax leader who enjoys mentoring others and building lasting client relationships.

• 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

Minnetonka, MN