Tax Supervisor - Financial Services

🏢 Tax Supervisor | Wilmington, NC | $100K–$125K + Bonus

Our client, a Wilmington, NC-based financial services company, is launching a brand-new business unit focused on tax, accounting, and strategic advisory services for small and mid-sized businesses — and they're looking for a Tax Supervisor to help lead it from day one.

This is a rare opportunity to join a growing team, help shape processes from the ground up, and step into a leadership role that goes well beyond compliance work.

💰 What's In It For You

✅ $100,000–$125,000/year + discretionary bonus

✅ Generous benefits package + PTO

✅ Onsite in Wilmington, NC | M–F, 8:30 AM–5:30 PM

✅ Real autonomy and a seat at the table in a new business unit

🎯 What You'll Do

Tax Preparation & Review

• Review and prepare individual, partnership, S-Corp, and corporate returns
• Review quarterly and annual tax projections
• Spot tax savings strategies and explain them clearly to clients
• Keep everything accurate, compliant, and on time
• Be the go-to contact for a portfolio of clients
• Translate tax results and planning recommendations into plain English
• Build lasting relationships and deliver a top-tier client experience
• Manage preparers and staff accountants, mentor and train junior team members
• Oversee workflow across the firm's software stack
• Help build out tax processes and SOPs for the new unit

Strategy & Planning

• Design and execute tax planning strategies for high-income clients
• Stay ahead of tax law changes and flag impacts proactively
• Partner with leadership on process improvement and capacity planning

✔️ What You Bring

• 3+ years of tax experience - REQUIRED 
• Bachelor's degree in accounting, finance, etc- REQUIRED 
• CPA preferred (EA accepted)
• Strong grasp of individual, partnership, and S-Corp taxation
• Comfort managing client relationships directly
• Sharp attention to detail and strong organizational skills
• Ability to juggle multiple deadlines in a fast-paced environment
• Familiarity with QBO, Onvio, UltraTax, or similar tools is a plus
• A genuine interest in leadership and process improvement

**************LOCAL CANDIDATES ONLY *************

Please Note: This position is open to candidates who are authorized to work in the United States without the need for current or future visa sponsorship. We are not able to consider C2C arrangements or third-party submissions.