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Senior Tax Advisor – Wealth Management

Job in Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listing for: Levelociti
Full Time position
Listed on 2026-10-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 110000 USD Yearly USD 110000.00 YEAR
Job Description & How to Apply Below
Position: Senior Tax Advisor – Wealth Management Growth

Levelociti, a rapidly growing, employee-owned wealth management firm, is seeking a Tax Senior to join its Wealth Management team in Winston-Salem, NC. This role blends tax preparation, tax review, and mentorship within a collaborative, cross-office environment.

Prepare and review returns for individuals, partnerships, S-corps, and corporations; mentor staff; contribute to tax planning and client service; enjoy a competitive package with base pay up to $110,000 plus 15-20% annual bonus.

We would love to welcome a new Senior Tax Advisor – Wealth Management Growth to our team in Winston-Salem, NC, United States.

We have an opening for a Senior Tax Advisor – Wealth Management Growth in Winston-Salem, NC, United States within Finance, Management & Operations.

This role, Senior Tax Advisor – Wealth Management Growth at Levelociti, could be your next opportunity.

Position Requirements
10+ Years work experience
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