Estate, Gift & Trust (EGT) Tax Professionals

Manager | Senior Manager | Director | Principal

Fully Remote | Leading National, Regional, and Local CPA Firms | $150K–$250K+ base

We’re partnering with several highly respected CPA firms that are expanding their Estate, Gift & Trust (EGT) tax practices and seeking talented professionals from Manager through Principal levels.

These opportunities are ideal for CPAs who enjoy working with high-net-worth and ultra-high-net-worth individuals, multi-generational families, trusts, estates, family offices, and closely held businesses—where your strength is complex compliance, sophisticated tax planning, or building trusted client relationships.

Why This Opportunity Stands Out:

Depending on the firm and level, you may have the opportunity to:

• Lead complex EGT tax engagements
• Advise HNW and UHNW families on wealth transfer and succession strategies
• Prepare and review sophisticated estate, gift, fiduciary, and individual tax returns
• Collaborate with attorneys, wealth advisors, family offices, and other trusted advisors
• Mentor and develop high-performing tax professionals
• Help grow and shape an established, highly regarded EGT practice

What You'll Be Doing:

• Estate Tax — Form 706
• Gift Tax — Form 709
• Fiduciary Income Tax — Form 1041
• High-Net-Worth Individual Tax — Form 1040
• Estate & Trust Planning
• Wealth Transfer & Succession Strategies
• Charitable Planning
• Family Limited Partnerships & Complex Entity Structures

Requirements:

• CPA required; EA considered for select opportunities
• Public accounting experience with a strong EGT focus
• Experience serving high-net-worth individuals, trusts, estates, and family entities
• Strong technical knowledge of fiduciary taxation and estate planning
• Excellent client communication and relationship-building skills
• Leadership experience

What’s Offered:

Offerings vary by firm, but many opportunities include:

• Fully remote or highly flexible work arrangements
• $150K–$250K+ base salary and bonus potential
• Clear path to Partnership or firm leadership
• Strong work-life balance
• Collaborative, technically sophisticated teams
• Comprehensive health, dental, and vision benefits
• 401(k) with employer match
• Generous PTO and paid holidays

If you’re an EGT tax professional considering your next move, we’d welcome a confidential conversation about the opportunities that best align with your experience and career goals.

Interviews are currently being scheduled with multiple firms nationwide.

If interested, apply here or send your resume and contact information directly to jimmy.rowland@levelociti.com.

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