Senior Tax Manager / Tax Manager - High-Net-Worth (Fully Remote)

High-Net-Worth Individuals • Trusts • Estates • Private Client Advisory

Now scheduling interviews for immediate openings.

We're partnering with a nationally recognized CPA firm that continues to invest heavily in its Private Client Services practice and is hiring experienced HNW Tax Managers and Senior Tax Managers across the United States.

you enjoy working with sophisticated clients rather than high-volume compliance work, this is an opportunity to become a trusted advisor to entrepreneurs, executives, family offices, and multi-generational families while working alongside a highly respected HNW tax team.

Fully remote. Nationwide.

What You'll Be Working On

This practice focuses on much more than preparing tax returns.

You'll advise clients on matters including:

• High-Net-Worth individual tax planning
• Trust & Estate taxation
• Gift & Estate planning
• Family wealth strategies
• Liquidity events
• Pass-through entities
• Multi-state tax
• Closely held businesses
• Complex tax planning throughout the year

You'll build long-term relationships with clients who value proactive advice - not just tax compliance.

Open Positions

Senior Tax Manager

• Lead complex HNW / UHNW client engagements
• Review sophisticated individual, trust, estate and pass-through returns
• Drive advanced tax planning strategies
• Mentor managers and senior staff
• Serve as a key advisor to clients and partners

Tax Manager

Ideal for experienced Tax Managers - or strong Tax Supervisors ready for the next step.

Responsibilities include:

• Managing HNW client relationships
• Reviewing complex tax returns
• Expanding into advisory and planning work
• Mentoring staff
• Working directly with Partners on sophisticated engagements

We're Looking For

• CPA or EA
• Public accounting background
• Strong experience serving High-Net-Worth individuals
• Experience with Trusts & Estates
• Experience reviewing complex individual returns
• Excellent client communication skills

Compensation

• $145,000-$230,000+ base
• Performance bonus
• Fully remote
• Outstanding benefits
• 401(k) with match
• Generous PTO
• Strong work-life balance outside of busy season
• Clear path for continued advancement

Highlights

✔ Fully remote national platform

✔ Sophisticated HNW client base

✔ Advisory-focused environment

✔ Strong leadership and mentorship

✔ Long-term career growth

✔ Collaborative culture with excellent retention

Interested?

We're interviewing now and can move quickly for the right person.

If you'd like to learn more—or simply have a confidential conversation—apply today or send your resume directly to:

Chuck@Levelociti.com

Additional opportunities:

https://levelociti.com/job-search/

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