Senior Tax Director: CPA Position Available In Forsyth, North Carolina

Senior Tax Director:

CPA
Winston Salem, NC
Full-TimeOn-Site$130,000 – $150,000 /yr
Posted April 15, 2025

Job Opportunity:

Senior Tax Director –

CPA Location:

Winston-Salem, NC About the

Firm:

A leading multifamily office and financial advisory firm is seeking a qualified Senior Tax Director (CPA) to lead its growing tax department. The firm offers comprehensive wealth management and financial planning services to over 180 families, using a collaborative, team-based approach across a broad range of disciplines including portfolio management, tax strategy, estate planning, real estate, and more.

Culture & Values:

This organization fosters a collaborative, innovative, and inclusive environment, where team members are encouraged to share ideas and continuously grow. Professional development is a priority, and maintaining a healthy work-life balance is supported through flexible time off policies. Team members come from diverse professional backgrounds, enriching both client services and internal collaboration.

Position Overview:

The Senior Tax Director will play a key leadership role in overseeing tax preparation and planning for a variety of client needs including individual, business, trust, 501(c)(3), and gift tax returns. This is a non-traditional public accounting role with no business development requirements. However, revenue-sharing opportunities are available for those who bring existing or future client relationships. This position also supports internal financial operations and may contribute to broader financial advisory services.

Key Responsibilities:

Lead the preparation, review, and filing of client tax returns Advise clients on amended or corrected filings and withholding strategies Collaborate with financial advisors to optimize tax planning Oversee internal financial operations, accounting, and delegation of tasks to support staff Conduct research and projections for client tax planning and strategy Manage general accounting and bookkeeping services for the firm and clients Review internal payroll and bookkeeping accuracy Mentor junior CPA team members Develop and refine systems and processes for tax operations Maintain clear communication with clients about timelines and expectations Support mid-year and year-end evaluations to improve efficiency Assist with preparation and filing of the firm’s own tax returns

Qualifications:

Active CPA license (North Carolina or reciprocity) 10+ years of experience in tax planning, preparation, and strategy Strong leadership and mentoring skills Excellent interpersonal and communication abilities Proficiency with financial/accounting software and tools

Preferred Tools/Tech Stack:

CCH Axcess, QuickBooks, SafeSend, Bill.com, Excel, Canopy, Microsoft Office 365

Benefits Competitive Base:

Depending On Experience PTO/Vacation Health, Vision, Dental Insurance 401(k) For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills
CPATax DirectorPublic AccountingTax PlanningTax StrategyAxcessQuickbooksbill.compreparationSenior Tax Director
Brianna Lancaster is recruiting for this position

Job ID:

BL8-1848979

CyberCoders is an Equal Employment Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.