Job: Tax Manager (Trust/Estate/Gift & HNW Team)

Location: Greater San Diego (Remote Flexible)

Compensation: Competitive Salary ($140k-185k+) & Strong Bonuses

Benefits:

• 401k Match, Profit Sharing, and Company-Paid Benefits
• Remote Flexibility with equipment provided
• Lower Busy Season Hours (Max 50-55/week)
• Offering a Clear Partner Track (or Director)

About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with multiple locations in CA (HQs based here) & across the U.S. For over 20+ years, we've made a name for ourselves in California but also nationwide, with offices in several other states. We're also recognized multiple times by Inside Public Accounting for national awards such as a "Best Place to Work" and "Top in Workplace and Culture".

But what makes us really stand out? We are proud to be an independent, privately owned regional firm that is focused on more than just the bottom line. Not getting involved with Private Equity investors has allowed us to continue to operate with the freedom and culture that makes us successful.

Due to organic growth and our growing book of business, we are looking to add a new Tax Manager to our EG&T / High-Net-Worth team. In this role, the majority of your time will be spent handling Fiduciary Tax returns along with associated HNWIs/1040s, but we are still able to tailor this role to your strong suits. We are also able to offer a clear path for growth (up to Director or Partner) depending on your career goals.

Why Work with Us:

• Top 100 CPA Firm in the U.S. for 2025
• One of the largest, independent firms in the U.S., fostering a strong culture
• Busy Season Perks - Limited busy season hours, massages, wellness programs, and more
• Clear & Set-Up Partner Track Program for those that want to pursue this route in their career
• Working on the High-Net-Worth & Estate/Trust team so you can focus on the type of work you enjoy!

What We Are Looking For:

• Active CPA (will also consider EA)
• Minimum 5-7+ years of Public Accounting & Tax Exp.
• Must have current Tax Management Exp. (Reviewing returns)
• Strong knowledge of Trusts, Estates, Gift, and HNW/1040 returns

What We Can Offer:

• Salary Ranges ($140k-185k+)
• Bonus Structure (Competitive & Paid out Annually)
• Full Health Benefits (Medical, Dental, Vision) - portion paid by employer
• 401k Match + Profit Sharing Plan
• Unlimited PTO Model
• True Partner Track (or Director track if not interested in Partner)

What's Next?

We just started actively interviewing for this position - If interested, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration.

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