Royal Search Group is seeking an experienced Tax Leader for a wealth management/financial services firm. The role directs and develops a high-impact tax function and is client-facing, offering real ownership rather than a volume-driven path.
Responsibilities include managing a sophisticated client book, preparing returns for individuals, S-corps, partnerships, and trusts, and driving strategic tax planning throughout the year. Solid communication with clients and teams is essential.
📌 Tax Leader for Wealth Advisory & Private Clients (Raleigh)
🏢 Royal Search Group
📍 Raleigh
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