Tax Leader - Wealth Management

Tax Leader (title flexible) | Integrated Wealth Management & Tax Practice

A highly respected, growing wealth management firm is seeking a Tax Professional to lead tax strategy and compliance for a sophisticated client base of high-net-worth individuals, business owners, executives, entrepreneurs, and multi-generational families.

This is not a traditional tax preparation role. As a key advisor and tax leader, you'll partner closely with Wealth Advisors to deliver proactive, year-round tax planning that directly influences investment, estate, retirement, and business decisions. You'll serve as the go-to tax resource for both clients and internal stakeholders, helping shape strategies that drive meaningful financial outcomes.

• Lead tax planning and compliance for high-net-worth individuals, trusts, and pass-through entities.
• Develop and execute proactive tax strategies, including entity structuring, multi-year tax projections, charitable planning, and estate-related planning.
• Review and prepare complex tax returns while maintaining a high level of client service.
• Partner with advisors and leadership to integrate tax considerations into comprehensive wealth planning.
• Build trusted relationships with clients and serve as a strategic resource on complex tax matters.

• CPA or EA designation required.
• Must live in a reasonable driving distance to Raleigh, NC (up to ~4 hours) for the rare, occasional onsite days. Ideally NC based.
• Strong experience in individual, trust, and pass-through entity taxation.
• Required experience supporting clients within an RIA, wealth management firm, family office, or similarly integrated wealth planning environment.
• Proven ability to lead client relationships and communicate complex tax concepts in a practical, actionable manner.
• Planning-oriented mindset with a focus on strategy, not just compliance.

• High-visibility leadership role with significant client interaction.
• Collaborative environment where tax is integrated into broader financial planning.
• Smaller, relationship-driven client base focused on quality over volume.
• Competitive compensation and long-term growth potential.

If you're looking to move beyond compliance-driven tax work and play a strategic role in a comprehensive wealth management practice, we'd welcome a confidential conversation.