About the Firm

We are a rapidly growing Top 200 public accounting firm with a strong reputation for technical excellence, exceptional client service, and a collaborative culture. Serving high-net-worth individuals, multi-generational families, privately held businesses, trusts, estates, and family offices, we have built a nationally recognized tax practice focused on solving complex client challenges.

As part of our continued expansion, we are seeking an experienced Trust & Estate Tax Director, Principal, or Partner to help lead and grow our Private Client Services practice. This is an opportunity to join a firm that combines the resources and sophistication of a large regional firm with the agility, entrepreneurial mindset, and flexibility of a growing organization.

Our leadership team is committed to investing in talent, expanding specialty service lines, and creating long-term opportunities for professionals who want to build something meaningful while maintaining a sustainable quality of life.

Why Join Us?

100% Remote – Work from anywhere in the United States

Growth-Oriented Firm – Join a firm actively investing in its Trust & Estate and Private Client Services practice

Partner-Level Impact – Play a key role in shaping strategy, mentoring future leaders, and driving practice growth

Sophisticated Client Base – Advise ultra-high-net-worth families, closely held business owners, family offices, trusts, and estates

Complex Advisory Work – Focus on planning, consulting, and relationship management rather than solely tax compliance

Balanced Culture – While serving sophisticated clients, our firm emphasizes sustainable workloads, flexibility, and long-term employee retention over traditional "up-or-out" public accounting models

The Opportunity

As a Tax Director, Principal, or Partner within our Trust & Estate practice, you will serve as a trusted advisor to high-net-worth and ultra-high-net-worth families while helping lead one of the firm's most strategic growth areas.

You will provide advanced tax planning and consulting services involving trusts, estates, wealth transfer strategies, closely held businesses, and family office structures. In addition, you will play a leadership role in developing client relationships, mentoring professionals, and helping drive the continued growth of the practice.

Key Responsibilities

• Lead complex trust, estate, gift, and high-net-worth individual tax engagements
• Develop sophisticated wealth transfer and estate planning strategies for multi-generational families
• Advise clients on trust structures, dynasty trusts, GRATs, SLATs, ILITs, charitable planning vehicles, and generation-skipping transfer tax matters
• Review fiduciary income tax returns, estate tax returns, gift tax returns, and complex individual tax returns
• Provide guidance on business succession planning, liquidity events, and ownership transitions
• Partner with attorneys, family offices, wealth advisors, and other trusted advisors to develop integrated planning strategies
• Consult on trust funding, trust administration, fiduciary accounting, and beneficiary planning matters
• Assist clients in navigating federal and state estate, gift, and fiduciary tax issues
• Develop and strengthen client relationships while identifying opportunities for expanded services
• Mentor and develop managers, senior managers, and emerging leaders within the practice
• Contribute to practice development initiatives, thought leadership, and strategic growth efforts

Technical Expertise We Are Seeking

The ideal candidate will possess deep expertise in many of the following areas:

• Trust and Estate Taxation (Forms 1041, 706, and 709)
• Fiduciary Income Tax Planning
• Estate and Gift Tax Planning
• Generation-Skipping Transfer Tax (GST)
• Wealth Transfer Strategies
• Family Limited Partnerships (FLPs)
• Family LLC Structures
• Grantor and Non-Grantor Trust Planning
• GRATs, SLATs, IDGTs, CRTs, CLTs, and ILITs
• Estate Freeze Techniques
• Business Succession Planning
• Trust Funding and Administration
• Fiduciary Accounting Concepts
• Basis Planning and Step-Up Strategies
• Multi-State Fiduciary Taxation
• Charitable Planning and Private Foundation Structures
• Family Office and UHNW Client Advisory Services
• Tax Implications of M&A, Liquidity Events, and Ownership Transitions
• Advanced Planning for Closely Held Business Owners

Ideal Candidate Profile

• CPA required; MST, JD, LLM, or other advanced credentials are highly valued
• 12+ years of progressive tax experience within public accounting
• Significant experience leading Trust & Estate or Private Client Services engagements
• Strong technical background serving high-net-worth and ultra-high-net-worth families
• Demonstrated expertise in advanced wealth transfer planning strategies
• Experience reviewing complex fiduciary, estate, gift, and individual tax returns
• Proven ability to develop and maintain client relationships
• Prior experience leading teams and mentoring tax professionals
• Interest in practice development, business development, and long-term firm leadership

What Makes This Opportunity Different?

Many Trust & Estate specialists reach a point where they want to continue working on sophisticated planning matters without the administrative burdens, office politics, and relentless utilization pressures often found in larger public accounting environments.

This opportunity provides:

• A fully remote platform with national reach
• Access to highly sophisticated Trust & Estate planning engagements
• Greater flexibility and autonomy in managing your practice
• Strong administrative and technical support resources
• A growing pipeline of affluent client relationships
• Leadership visibility and influence within the firm
• A culture that values expertise, client relationships, and long-term sustainability

Compensation & Benefits

• Highly competitive base compensation
• Performance-based bonus opportunities
• Potential equity or partner-track opportunities for qualified candidates
• 401(k) with firm contributions
• Comprehensive medical, dental, and vision coverage
• Generous PTO and firm holidays
• Continuing education and professional development support
• Flexible work environment with fully remote infrastructure

How To Apply

If you're a Trust & Estate specialist looking for a platform where you can work with sophisticated clients, help shape the future of a growing practice, and enjoy the flexibility of a fully remote environment, please apply today or feel free to send directly to nic@levelociti.com

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