Job Title: Tax Manager or Senior Tax Manager, Private Client Services

Location: 100% Remote (U.S. based)

Salary: $140,000 - $200,000, bonuses, full benefits (see below), 401(k) w/ strong match, 5 weeks PTO, and more

Requirements: Active CPA, EA, or J.D. and Authorized to Work in the U.S.

We are a regional, independent full-service CPA firm with 100+ employees, recognized for our deep expertise across Tax, Audit, and Advisory services. We partner closely with privately held businesses, ultra/high net worth individuals, and nonprofits - offering the kind of service typically found in boutique firms, backed by the resources and reputation of a larger regional practice.

What sets us apart is our commitment to professional development and a culture that focuses on work-life balance, recognition, and entrepreneurial spirit. As a result, we've been the recipient of multiple "Best Places to Work" and "Best Accounting Firms to Work For" awards, both on a local and national scale.

With all that said, we're actively looking for an experienced Tax Manager to work directly with affluent families (new & generational wealth) and their businesses to navigate the complexities of tax planning, trust & estate planning, and wealth transitions.

Ready to take the next step? Apply today or send your resume directly to ricky.miranda@levelociti.com!

What You'll Do:

• Handle tax compliance and planning for U/HNWIs, Trusts, Estates, and Family Investment Partnerships
• Manage new and long-standing client relationships with a white glove approach focused on quality
• Supervise, train, and mentor staff and senior associates
• Conduct research and identify opportunities for tax savings

What You Need For This Position

• Minimum 5-10+ years of Public Accounting & Tax experience
• Minimum 1+ years in a Supervisory capacity
• Strong technical experience with U/HNWI, Trust, Estate, and Passthrough Entity taxation
• Passion for building and maintaining deep client relationships
• Bachelor's Degree in Accounting or related field
• Active CPA, EA, or J.D.

Preferred

• Master's Degree in Taxation or similar

What We Offer:

• Competitive salary ($140,000 - $200,000 DOE)
• New client bonuses
• 401(k) with strong match
• 5 weeks PTO + holidays
• Comprehensive medical, dental, vision, life, and disability coverage
• Flexible schedule
• 100% remote schedule
• Professional development resources + paid CPE
• State-of-the-art technology and software
• Encouraged partner and director tracks

Candidates must be based and authorized to work in the U.S.

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/