Top 12 Fiduciary Jobs in Winston Salem, Nc

Accountant/Tax Preparer
LS Professional Services International Inc dba H&R Block —Greensboro, NC
- $20 - $40 an hour
- Part-time
- Background check
- Spanish
- CPA
- Paid training
- Paid time off
Quick Apply
Trusts & Estates Attorney
Orion Placement —Winston-Salem, NC
- $110,000 - $140,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
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Trusts & Estates Attorney
Orion Placement —Greensboro, NC
- $110,000 - $140,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 3 years
- Dental insurance
- Paid time off
Quick Apply
Portfolio Manager, NextGear Capital (NC, VA, and West VA territory)
Cox Automotive —Winston-Salem, NC
- $89,400 - $134,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Mid-level
- Paid jury duty
- Paid holidays
10d
Plant Manager II
Tekni Plex Inc —Winston-Salem, NC
- $180,000 - $193,000 a year
- Extended hours
- Bachelor of Science
- Supervising experience
- Bachelor's degree
Quick Apply
Assistant Director Development - Philanthropy, Comprehensive Cancer Center
Atrium Health —Winston-Salem, NC
- $47.50 - $71.25 an hour
- Full-time
- 5 years
- Mid-level
- Office
- Paid parental leave
- Disability insurance
Oncology Post Award Finance Coordinator, Cancer Center
Atrium Health —Winston-Salem, NC
- $33.05 - $49.60 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Paid parental leave
- Disability insurance
1d
Sales Representative
Mighty Dog Roofing of Winston-Salem —Winston-Salem, NC
- $75,000 - $110,000 a year
- Choose your own hours
- Driver's License
- Reliable transportation
- Leadership
Quick Apply
9d
Wealth Investment Support Specialist II (Greensboro, NC.)
Truist Bank —Greensboro, NC
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Trust Officer
Old North State Trust —Lexington, NC
- Overtime
- Mid-level
- Office
- Finance
Quick Apply

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fiduciary jobs near winston salem, nc

Accountant/Tax Preparer

LS Professional Services International Inc dba H&R Block
Greensboro, NC

Quick Apply

Job Details

Part-time | Full-time | Contract | Internship
$20 - $40 an hour

Benefits

Paid training
Paid time off
Parental leave
Professional development assistance
Opportunities for advancement

Qualifications

Accounting systems
Financial compliance reporting
Financial close processing
Spreadsheets
ADP
Corporate tax return preparation
Research
Xero
Bachelor's degree
GAAP
QuickBooks Online
Accounting
QuickBooks
Organizational skills
Bachelor's degree in accounting
Associate's degree
Accounting
Technical Proficiency
Tax experience
Payroll processing

Full Job Description

LS Professional Services International Inc., doing business as H&R Block, is a franchise of one of the nation's most recognized tax preparation organizations. In addition to tax services, we provide comprehensive accounting, payroll, bookkeeping, tax advisory, insurance, and business consulting services to individuals and businesses ranging from startups to established companies.

Our mission is to deliver exceptional financial guidance, accurate reporting, and proactive tax planning that helps our clients achieve long-term financial success.

Our Work Environment

Modern office setting
Professional and collaborative team culture
Safe and supportive work environment
Opportunities for professional growth and continuing education
Exposure to a diverse client base across multiple industries

Position Summary

We are seeking an experienced Accountant & Tax Preparer to join our growing team. This position combines accounting, payroll, financial reporting, and income tax preparation responsibilities. The ideal candidate will possess strong technical accounting skills, excellent client service abilities, and substantial experience preparing both individual and business income tax returns.

Minimum Qualifications Required Before Applying

3+ years of income tax preparation experience (Required)
3+ years of accounting experience (Required)
Bilingual English/Spanish strongly preferred
Active PTIN or ability to obtain one before employment
Associate's Degree in Accounting, Finance, or related field (Bachelor's Degree preferred)

Candidates who do not meet the minimum tax preparation experience requirement will not be considered.

Key ResponsibilitiesAccounting & Financial Reporting

Perform daily, weekly, and monthly accounting functions for multiple clients.
Review and reconcile bank accounts, credit card accounts, loans, and other balance sheet accounts.
Prepare and complete month-end, quarter-end, and year-end closing procedures.
Maintain accurate general ledger records in accordance with GAAP.
Prepare financial statements, including Profit & Loss Statements, Balance Sheets, and Cash Flow Reports.
Analyze financial data and identify discrepancies, trends, and opportunities for improvement.
Assist clients with accounting system setup, maintenance, and best practices.

Payroll & Compliance

Process weekly, bi-weekly, semi-monthly, and monthly payrolls.
Prepare and review payroll tax filings and related compliance reports.
Ensure compliance with federal, state, and local payroll regulations.
Assist clients with payroll audits and reporting requirements.

Tax Preparation & Advisory

Prepare and review individual, partnership, S-Corporation, Corporation, fiduciary, and nonprofit tax returns.
Gather, organize, and analyze financial information required for tax compliance.
Research tax issues and apply current tax laws and regulations.
Identify tax planning opportunities and assist clients with tax-saving strategies.
Provide tax and accounting guidance to small business owners.
Assist clients with IRS and state tax notices, correspondence, and examinations.
Participate in tax planning and year-end tax strategy meetings with clients.

Client Service

Build and maintain strong client relationships.
Provide timely, professional, and proactive communication.
Educate clients regarding accounting, payroll, and tax matters.
Collaborate with team members to deliver exceptional client experiences.

Additional Responsibilities

Participate in special projects and process improvement initiatives.
Assist with training and mentoring junior staff when appropriate.
Perform other duties as assigned.

QualificationsRequired

Associate's Degree in Accounting, Finance, or related field.
Minimum 3 years of accounting experience.
Minimum 3 years of income tax preparation experience preparing individual and business tax returns.
Active PTIN or ability to obtain one.
Strong understanding of GAAP principles.
Experience preparing financial statements and account reconciliations.
Experience processing payroll and payroll tax filings.
Proficiency with QuickBooks Online, Xero, ADP, Microsoft Excel, and other cloud-based accounting platforms.
Strong analytical, organizational, and problem-solving skills.
Excellent verbal and written communication skills.
Ability to manage multiple deadlines and client engagements simultaneously.
High attention to detail and commitment to accuracy.

Preferred

Bachelor's Degree in Accounting or Finance.
CPA, EA, CPA Candidate, or Enrolled Agent Candidate.
Public accounting, tax firm, or outsourced accounting experience.
Bilingual English/Spanish.
Experience working with small business clients in multiple industries.
Experience with tax planning and advisory services.

Compensation

Salary Range: $55,000 – $85,000 annually, depending on experience, credentials, tax expertise, bilingual capabilities, and overall qualifications.

Performance bonuses and advancement opportunities may be available based on individual and firm performance.

Benefits

Paid Time Off (PTO)
Parental Leave
Professional Development Assistance
Continuing Education Opportunities
Flexible Scheduling (when applicable)
Career Advancement Opportunities
Paid Tax Season Training and Certifications
Professional Licensing and Continuing Education Support

Schedule

Monday through Friday
Additional hours may be required during tax season and peak business periods

Why Join Our Team?

At LS Professional Services International Inc. dba H&R Block, you will have the opportunity to work directly with business owners and individual taxpayers, helping them make informed financial and tax decisions. Our firm combines the resources and brand recognition of H&R Block with the personalized service of a growing accounting, tax, and advisory practice.

We are seeking professionals who are committed to excellence, lifelong learning, exceptional client service, and becoming trusted advisors to the individuals and businesses we serve.

If you are passionate about accounting, taxation, and helping clients succeed, we encourage you to apply.

Job Types: Full-time, Part-time, Contract, Internship

Pay: $20.00 - $40.00 per hour

Expected hours: 30 – 45 per week

Benefits:

Paid time off
Parental leave

Education:

Bachelor's (Required)

Experience:

Accounting: 3 years (Required)
GAAP: 3 years (Required)
Tax Preparation: 3 years (Preferred)

Language:

Spanish (Preferred)
English (Required)

License/Certification:

PTIN (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

fiduciary jobs in winston salem, nc

Accountant/Tax Preparer

Trusts & Estates Attorney

Trusts & Estates Attorney

Portfolio Manager, NextGear Capital (NC, VA, and West VA territory)

Plant Manager II

Assistant Director Development - Philanthropy, Comprehensive Cancer Center

Oncology Post Award Finance Coordinator, Cancer Center

Sales Representative

Wealth Investment Support Specialist II (Greensboro, NC.)

Trust Officer

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