Tax Professional – Tax Senior

Tax Professional, Tax Senior | $65,000 to $75,000 Base Salary | Full Time | Direct Hire

What Matters Most

• Competitive base salary of $65,000 to $75,000

• Location: Winston Salem, North Carolina

• Hybrid schedule with one preset work from home day per week

• Full time direct hire opportunity with a growing wealth management organization

• Opportunity to expand beyond tax compliance into strategic tax planning and client advisory services

• Collaborative environment working alongside tax, accounting, and wealth management professionals

• Comprehensive benefits package including medical, dental, vision, 401(k) with company match, HSA, FSA, life insurance, disability coverage, Employee Assistance Program, and flexible paid time off

Job Description

We are seeking an experienced Tax Senior to join a collaborative tax team within an integrated wealth management organization. This role offers the opportunity to prepare and review tax returns while partnering with wealth advisors to deliver proactive tax planning and comprehensive financial guidance. The ideal candidate is technically strong, client focused, and looking to continue growing as a trusted advisor while working in a supportive, team oriented environment.

Responsibilities:

• Prepare and review tax returns for individuals, businesses, and trusts with accuracy and attention to detail

• Partner with tax, accounting, and wealth management professionals to deliver proactive tax planning and integrated client solutions

• Build and maintain strong client relationships through exceptional communication, responsiveness, and trusted advisory services

• Conduct tax research, stay current on changing tax regulations, and identify opportunities to strengthen client outcomes

• Contribute to business development initiatives, knowledge sharing, and continuous improvement across the firm

Qualifications and Requirements:

• Bachelor's degree in Accounting or a related field preferred

• CPA or EA certification, or actively pursuing certification

• Three or more years of progressive public accounting experience

• Strong understanding of individual and passthrough entity taxation, GAAP, and federal and multi state tax regulations

• Experience with client relationship management and proficiency with CCH Axcess, Engagement, or similar tax software is preferred

Benefits and Perks:

• Base salary of $65,000 to $75,000

• Medical, dental, and vision insurance

• 401(k) with company match

• Health Savings Account and Flexible Spending Account

• Life and disability insurance

• Employee Assistance Program

• Flexible paid time off

• Hybrid work flexibility with one preset remote day each week

Your New Organization:

Our client is a growing wealth management organization that integrates tax, accounting, and financial planning to provide comprehensive advisory services for individuals, families, and business owners. Rather than operating as a traditional public accounting firm, the organization emphasizes collaboration, proactive planning, and long term client relationships. This role offers an excellent opportunity to build technical expertise, receive mentorship, and grow into a trusted advisor within an innovative and purpose driven organization.

Your Career Partner:

The Reserves Network, a veteran founded and family owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

The base salary range for this position is $65,000 to $75,000, excluding benefits, bonuses, or other compensation. Final compensation will be determined based on experience, qualifications, technical expertise, and internal pay equity. Please note that hiring at the top of the range is uncommon to allow room for future salary growth.