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.

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/