Tax Leader for Wealth Advisory & Private Clients (Raleigh)

Tax Leader for Wealth Advisory & Private Clients (Raleigh)

18 Oct
|
Royal Search Group
|
Raleigh

18 Oct

Royal Search Group

Raleigh

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.

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📌 Tax Leader for Wealth Advisory & Private Clients (Raleigh)
🏢 Royal Search Group
📍 Raleigh

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