Tax Manager (HNWI, Passthrough, Trusts) | Top 100 Wealth Management Firm

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

About Us: We're a nationally recognized, Forbes Top 100 Wealth Management Firm that's experiencing continued growth in our Tax service line. Since our founding more than 20 years ago, we've expanded to 350+ employees nationwide while continuing to support a diverse client base of ultra/high net worth individuals, closely held businesses, family offices, and investment-related entities. Our platform combines the resources of a larger organization with the collaborative feel and accessibility of a mid-sized firm environment.

Our practice operates across Wealth Management, Tax Consulting, Financial Planning, Family Office, and Business Advisory services, allowing our people to function in a far more advisory-style environment versus a traditional compliance-heavy CPA firm. Today, with $25B in AUM, our client base includes entrepreneurs, corporate executives, investment groups, and multi-generational families with complex tax situations.

From a culture standpoint, the environment is built around flexibility and long-term sustainability, including no traditional billable hour model and an emphasis on client relationships versus pure utilization metrics.

That said, we're actively looking to add an experienced Tax Manager to our growing Tax Services Team!

Why Work With Us:

• Barron's Top 100 Wealth Management Firm + Top RIA Firms
• National platform with mid-sized firm atmosphere
• No Billable Hours | Emphasis on quality vs. volume
• Complex U/HNW clients, family offices, and associated businesses
• Exclusive, steadily growing Tax Services Team

What We're Looking For:

• 5-7+ years of experience (Public Accounting OR Wealth Management)
• At least 1+ year of Management experience
• Strong technical experience with complex HNWI, Trust, and Passthrough Entity returns
• Bachelor's Degree in Accounting or related field
• CPA or EA designation

Nice to Have:

• Masters Degree in Taxation
• Return sign-off experience
• Experience with CCH products

What We Offer:

• Competitive Salary: $125K - $160K (DOE)
• Annual Discretionary Bonuses (Up to 15%)
• 401(k) match up to 5%
• Full medical, dental, vision, life insurance
• Unlimited PTO policy + all standard holidays & 2 floating holidays
• 100% Remote Flexibility + No Billable Hours

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

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

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

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