Job Title: Remote Tax Manager/Sr. Tax Manager/Director – High Net Worth / Trust & Estate

Location: Fully Remote (U.S. Based)

Compensation: Up to $210K Base (DOE) Plus Bonus

Industry: Public Accounting

Employment Type: Full-Time | Remote | Permanent

About Us

We are a growing mid-size CPA firm serving clients across the U.S. with a strong focus on quality, client service, and employee well-being. We specialize in complex tax matters for High Net Worth individuals, family groups, trusts, and estates, delivering personalized and strategic solutions with integrity and precision.

As our client base continues to grow, we are seeking an experienced Remote Tax Manager who brings deep expertise in Trust, Estate, and High Net Worth taxation. This is an exceptional opportunity for a motivated tax professional looking for flexibility, autonomy, and meaningful work in a supportive, remote-first environment.

About the Role

As a Tax Manager, you’ll take the lead on managing sophisticated tax engagements for HNW individuals, trusts, estates, and related entities. You’ll be a strategic advisor to clients, oversee and review work prepared by staff, and collaborate with leadership to ensure high-quality service delivery and compliance.

Key Responsibilities

• Manage and review complex tax returns for high-net-worth individuals, trusts, estates, and closely held entities
• Provide proactive tax planning and advisory services to clients on wealth transfer strategies, estate planning, gifting, and generation-skipping
• Serve as a key point of contact for clients, delivering excellent service and maintaining long-term relationships
• Supervise and mentor staff and senior accountants on trust and estate-related tax matters
• Ensure compliance with current tax laws, regulations, and filing requirements
• Assist with IRS and state correspondence and audit support
• Contribute to the firm’s growth through client retention, referrals, and process improvements

Qualifications

• CPA license required (JD, LLM, or MST a plus)
• 5+ years of recent experience in public accounting or wealth management, with a strong focus on High Net Worth and Trust & Estate taxation
• Deep knowledge of estate, gift, and fiduciary income taxation, as well as wealth transfer strategies
• Experience reviewing complex tax returns including Forms 1041, 706, 709, and 1040
• Strong communication and client relationship skills
• Ability to work independently in a fully remote environment
• Familiarity with tax software (e.g., CCH Axcess, GoSystem, or similar) and workflow platforms

What We Offer

• 100% remote work environment with flexible hours
• Competitive salary + performance-based bonuses
• Comprehensive benefits package (health, dental, vision)
• 401(k) with company match
• Generous PTO and holidays
• Annual Company Trips
• Reduced Hours during the Summer
• Continuing education and professional development support
• A supportive team culture that values work-life balance, transparency, and growth
• Real opportunity for advancement within a growing firm

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

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