LifeTime Asset & Tax Management is seeking a hands-on Tax Director to join its Raleigh-based team. This is a key succession-planning hire for the firm, with the opportunity to gradually transition into the lead tax seat over the next 6-12 months.
LifeTime’s model is intentionally different from a traditional tax practice. The firm is built around integrated tax planning, financial advisory, and asset management, with most client relationships centered around long-term wealth planning rather than tax compliance alone.
This role is ideal for a CPA who enjoys tax but does not want to stay in a narrow, compliance-only lane. The right person should be interested in how tax planning connects to investments, retirement planning, estate planning, Roth conversions, capital gains strategy, and overall wealth management.
Base salary depends on education, experience, designations, and credentials; bonus packages are tied to individual and company performance; employees are supported with paid education opportunities to acquire or maintain licenses; additional benefits include paid medical, vision, dental, disability, and life insurance, 401(k) with an employer match, paid vacation and sick leave, and paid maternity/paternity leave.
This is a strong fit for someone who likes tax, enjoys working directly with clients, and wants to be more involved in the broader financial advisory conversation. The right person will not just be stepping into a tax review role. They will be joining a firm that uses tax as part of a larger planning relationship and is looking for a long-term leader who can eventually help guide that model forward.
See the full job description here.
If interested, please email your resume, cover letter and compensation requirements for consideration to mark@lifetimeasset.com. EOE.