Private Client Tax Advisory – Manager through Principal (Remote)
UHNW Individuals | Trusts & Estates | Family Office Advisory
A nationally growing advisory-focused CPA platform is expanding its Private Client practice and hiring across multiple levels, ranging from HNW Tax Manager and Senior Manager up through Principal / Practice Leader.
The firm’s client base is heavily centered around high-net-worth and ultra-high-net-worth individuals, multigenerational families, closely held businesses, trusts, estates, and family office structures. This is a strong fit for tax professionals who enjoy being involved in planning and strategy - not just year-end compliance.
Openings exist for professionals who want to:
- deepen their exposure to sophisticated HNW planning work
- step into more client-facing advisory responsibilities
- build and lead a practice
- or position themselves for future Partner / Principal leadership
These are fully remote opportunities open nationwide.
Unique Highlights:
Sophisticated HNW Client Base
Work directly with entrepreneurs, executives, investors, family offices, and multigenerational wealth structures involving:
- Trust & estate planning
- Gift tax strategy
- Pass-through structuring
- Liquidity events
- Real estate holdings
- Multistate and complex individual taxation
- Charitable and legacy planning
Advisory-Focused Environment
The firm places a major emphasis on proactive tax strategy and long-term client relationships rather than purely transactional compliance work.
Real Growth Opportunity
Leadership is actively looking to elevate strong technical professionals into larger client advisory and practice leadership roles.
For senior-level candidates, there is a clear path toward Principal / Partner-level responsibility and practice leadership.
Fully Remote Platform
Collaborative national team with strong internal support, modern systems, and flexibility without sacrificing access to sophisticated work and clients.
Open Levels
HNW Tax Manager / Senior Tax Manager
Ideal for professionals with strong private client tax experience who want broader planning exposure and increased client ownership.
Responsibilities include:
- Managing complex HNW individual, trust, estate, and pass-through returns
- Reviewing tax workpapers and deliverables
- Participating in advanced tax planning projects
- Working directly with clients and advisors
- Mentoring associates and seniors
Typical compensation range:
$140K–$220K+ depending on level, experience, and technical background.
HNW Tax Principal / Practice Leader
Ideal for senior leaders with deep technical expertise, strong client advisory capabilities, and experience leading sophisticated HNW relationships.
Responsibilities include:
- Leading complex tax planning and advisory engagements
- Serving as lead relationship advisor to UHNW individuals, families, trusts, and closely held entities
- Driving strategic growth within the Private Client practice
- Mentoring and developing future leadership talent
- Helping shape the long-term direction of the practice nationally
Compensation:
Base salaries for senior leadership/principal-level hires can range from the mid-$200Ks to north of $300K+, depending on experience, existing leadership responsibilities, technical depth, and business development background.
Additional performance incentives and long-term growth opportunities also available.
Ideal Background
- CPA or EA required
- Strong experience within HNW / Private Client Services
- Deep understanding of:
- Individual taxation
- Trusts & estates
- Pass-through entities
- Estate & gift concepts
- Experience in public accounting required
- MST, CFP®, JD/LLM, or advanced planning exposure is a plus
Additional Highlights
- Fully remote
- Strong work-life balance relative to complexity of work
- Nationally recognized leadership team
- High-level technical collaboration
- Clear advancement runway
- Comprehensive benefits package
- Flexible scheduling environment
Interviews are actively being scheduled now with flexible availability.
Apply directly or send a resume confidentially to:
To view additional opportunities we are recruiting for, please visit:
https://levelociti.com/job-search/