Remote Tax Director – High Net Worth / Trust & Estate

Location: Remote

Compensation: $220K–$260K base + Business Development Incentives + Sign-On Bonus

Apply confidentially: delano.williams@levelociti.com

We’re a nearly 100-year-old, independently owned CPA and advisory firm based in the Washington, D.C. area trying to find a skilled Tax Director/ Senior Tax Manager with deep experience serving high net worth individuals and estate/trust clients.

We aren't your typical public accounting firm. With no private equity involvement, minimal turnover, and clear paths to either Partner or Director-level roles, this is a rare opportunity to grow your career in a firm that values people over profits and quality over quantity.

Why This Opportunity Is Different

• Flexible Work Options – Fully remote for East & Central Time Zones
• Competitive Compensation – $220K–$260K base + bonus + incentives
• Sign-On Bonus – Offered for the right candidate
• Long-Term Stability – Independent firm with organic growth (no PE involvement)
• Real Work-Life Balance – Strategic workload management with 1,300–1,600 billable hours annually
• Exceptional Retention – Average employee tenure is over 9.5 years
• Clear Advancement Paths – Choose from Partner track or Director track — no pressure either way
• Sophisticated Client Base – Work with high net worth clients on complex, meaningful engagements

What You’ll Be Doing

• Manage and review tax returns for high net worth individuals, trusts, and estates
• Provide strategic tax planning and advisory services related to estate and wealth transfer
• Build and maintain strong client relationships
• Mentor and support the growth of junior team members
• Participate in business development and client retention initiatives
• Stay current on evolving tax laws impacting HNW and estate planning clients

What We’re Looking For

• 10–12 + years of public accounting experience, with a primary focus on HNW and Trust & Estate work
• CPA or EA certification required
• J.D nice to have
• Proficiency with CCH software
• Experience with final review and Sign offs
• Strong communication and client relationship skills
• Experience from regional or mid-sized firms preferred
• Proven ability to manage complex, multi-entity, and generational tax scenarios

Compensation & Benefits

• Reasonable Billable Hour Target – 1,300–1,600 annually
• Busy Season Managed Intentionally – Workload capped to avoid burnout
• Generous PTO – 6 weeks vacation + 2 weeks sick leave
• Competitive Benefits – Employer-contributed medical, 401(k) match, life insurance, short-term disability
• Ongoing Development – Continuing education and CPA/EA support
• Innovative, People-First Culture – Technology-forward and collaborative team

This role is ideal for an experienced tax professional who wants to work with sophisticated clients in a long-established firm that prioritizes career longevity, sustainable growth, and a culture of trust.

Apply today or email your resume to delano.williams@levelociti.com for confidential consideration.

To explore more roles we're hiring for, visit: https://levelociti.com/job-search/