Remote HNW Tax Manager | Independent CPA Firm | Trust & Estate | Up to $175k+
Location: 100% Remote (United States)
Compensation: $120,000–$175,000+ base + discretionary performance bonus
Requirements: 5-6+ years HNW/Fiduciary Tax experience at a public accounting firm | CPA required
We are one of the largest and most recognized independently owned CPA and advisory firms on the West Coast — with roots going back over 75 years and a national presence that has grown to over 100 remote professionals across the country. We are not a Big 4 firm and that is the point. We are large enough to offer sophisticated client work, deep resources, and a defined partner track — and independent enough to move fast, promote from within, and make decisions that are genuinely good for our people.
We are hiring a HNW Tax Manager to join a dedicated ultra-high-net-worth tax team — little to no business entity work, sophisticated individual and trust and estate engagements, and a client base that includes venture capitalists, hedge fund professionals, entertainers, athletes, and high-earning professionals across a wide range of industries.
Why This Role Stands Out
- Dedicated UHNW Practice — This is not a generalist tax team that occasionally handles HNW clients. It is a dedicated ultra-high-net-worth practice focused exclusively on sophisticated individual, trust, and estate work. The clients are complex, the relationships are deep, and the work is genuinely interesting every day
- Diverse, High-Level Clientele — Venture capitalists, hedge fund professionals, private equity executives, entertainers, athletes, and senior professionals. The breadth and sophistication of the client base sets this role apart from anything at a traditional regional firm
- Flexibility Built In — Outside of busy season, hours are highly flexible. The firm trusts its people to manage their time and deliver results — not to sit at a desk from nine to five
- 100+ Remote Professionals Nationwide — Remote is not an afterthought here. Over 100 professionals work remotely across the country and the infrastructure, culture, and communication norms are built to support it
- Promotes From Within — Leadership is accessible and succession planning is taken seriously. The path from Manager to Senior Manager to Director to Partner is real and actively supported
- Best Place to Work — Recognized — The firm has earned workplace recognition multiple years running. The kind that comes from employees who actually mean it
- Independently Owned — No private equity. No merger pressure. A firm that has been doing this the right way for over 75 years and intends to keep it that way
What You Will Do
- Lead and manage HNW individual, trust, and estate tax engagements for an ultra-high-net-worth client base
- Review complex 1040, 1041, and 706 returns across a sophisticated and varied client portfolio
- Advise clients directly on tax planning, wealth transfer, and estate strategies
- Collaborate with family office and fiduciary teams on comprehensive client engagements
- Mentor and develop senior associates and staff
- Collaborate with partners and senior leadership on client strategy and practice development
- Stay current on tax law changes affecting UHNW individuals, trusts, and estates
What We Are Looking For
- Active CPA required
- 5+ years of HNW tax experience with a meaningful trust and estate focus
- Strong technical foundation in individual, trust, and estate taxation — 1040, 1041, and 706
- Experience managing client relationships and reviewing the work of tax staff
- Comfortable advising HNW clients and their advisors directly on complex planning matters
- Self-directed and comfortable working autonomously in a fully remote environment
What We Offer
- Base salary $120,000–$175,000+, commensurate with experience
- Discretionary annual performance bonus
- Generous PTO
- 401(k) with employer match
- Comprehensive benefits package
- 100% remote — work from anywhere in the US
- Flexible hours outside of busy season
- Clear, structured path to Partner
Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.
To view our other postings: levelociti.com/job-search
Senior Tax Managers with 8–10+ years of HNW and trust & estate experience are strongly encouraged to apply — compensation for this level reaches up to $225,000+ base with the same bonus structure.
Directors and Senior Directors with established HNW and trust & estate practices are also encouraged to reach out — compensation for this level ranges from $225,000 to $290,000–$300,000+ base for exceptional candidates.
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