Senior Tax Manager – Wealth Management

Posted today

levelocitiMinnetonka (MN)

Accountants and Auditors Tax Preparation Services

SENIORITY

Manager

SALARY

$150,000 per year

Apply

About the role

Senior Tax Manager Growing Wealth Management Firm | Minnetonka, MNCompetitive 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 Managerto 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.

What You'll Do: 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.

Key responsibilities include:

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
Why This Opportunity Stands Out

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.

Highlights Include:

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

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

Preferred qualifications:

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

Location Minnetonka, MN

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.