REMOTE Sr. Tax Manager / Tax Director – Private Client, Trust & Estate Focus

National CPA Firm | $160K–$325K+ | Fully Remote

A nationally recognized CPA firm is expanding its Private Client practice and seeking experienced tax professionals (Manager through Director level) to join its High-Net-Worth and Trust team. This is a fully remote opportunity offering direct Partner access, sophisticated client work, and a clear path to career advancement.

About the Opportunity

You’ll work directly with high-net-worth individuals, multigenerational families, and their related entities and trusts — balancing complex compliance with proactive consulting and strategic planning. Ideal candidates bring deep technical expertise across HNW taxation, trusts, and pass-through entities. Experience with estate and gift tax (Forms 706/709) is highly valued but not required for all engagements.

Where You’ll Make an Impact

Your work will focus on delivering high-level tax strategy and service across a range of sophisticated client needs, including:

• HNW Individuals & Families (~50%) – Comprehensive 1040 compliance, planning, and proactive wealth strategies
• Trust & Fiduciary Matters (~30%) – Complex Form 1041 filings, trust structuring, and multigenerational planning for legacy wealth
• Pass-Through Entities (~20%) – Partnership and S-Corp tax work tied to family-owned businesses and investment structures

Key Responsibilities

• Lead complex compliance and advisory engagements for HNW clients, trusts, and related entities
• Review and sign off on 1040s, 1041s, and pass-through returns with technical precision
• Advise clients on wealth transfer, trust design, and long-term planning strategies
• Supervise and mentor staff, providing training, guidance, and technical review
• Conduct tax research and proactively identify client planning opportunities

What You’ll Bring

• CPA or EA required; Master’s in Taxation preferred
• 7+ years of progressive public accounting experience (Manager level or above)
• Proven expertise in HNW individual taxation, trusts, and pass-through entities
• Estate & Gift tax experience (706/709) preferred
• Strong communication skills and ability to build relationships with sophisticated clients

Why This Firm

• Fully remote with national reach and Partner-level visibility
• Compensation: $160,000–$300,000+ DOE plus bonus
• Comprehensive benefits including:
• Medical, dental, and vision
• 401(k) with firm match
• Wellness stipends and mental health resources
• Paid parental leave, generous PTO, and flexible scheduling
• Ongoing CPE and leadership development programs

Next Steps

Interviews are being scheduled now. Apply today or email your resume directly to chuck@levelociti.com for confidential consideration.

To view additional openings, visit: https://levelociti.com/job-search/