Remote Tax Manager | No Billable Hours | Wealth Management | Up to $160k + Bonus

Location: 100% Remote (United States)

Compensation: Up to $160,000 base + 10–15% annual bonus

Requirements: 5+ years HNW tax experience | 1–2 years supervisory experience | Active CPA or EA required

Most tax professionals do not leave public accounting because they stop loving the work. They leave because the model stops working for them — the billable hour grind, the extension season that never really ends, the compliance treadmill with no time left for actual planning.

This role is the alternative.

We are a nationally recognized wealth management firm with over $30 billion in assets under management — working exclusively with high-net-worth and ultra-high-net-worth families across the country. Our tax practice is fully integrated with our financial planning and investment teams, which means the work goes well beyond return preparation. This is a firm where tax professionals do real advisory work — and get recognized for it.

We are hiring a Tax Manager to join our growing remote tax team. If you have spent years doing sophisticated HNW work and are ready for a role where the hours are reasonable, the work is meaningful, and the environment is genuinely different from public accounting — keep reading.

What Makes This Different

• No Billable Hours — Period — We do not track them. No timesheet, no utilization rate, no realization pressure. You are measured on your work and your client relationships — full stop
• Busy Season That Actually Ends — Our team averages 50–55 hours for a few weeks leading up to deadlines. We file on time, which means extension season is not the second wave of chaos it is at most firms. When it is over, it is over
• Real Advisory Work Year-Round — Outside of busy season, the work shifts to proactive tax planning alongside wealth advisors, portfolio managers, and financial planners. This is not a compliance-only seat and it never will be
• Your Clients, Your Market — Wherever you are located, you will work primarily with clients in your region. Real relationships, local presence — not a faceless volume role
• $30B+ AUM Platform — The clients are sophisticated, the planning opportunities are real, and the work is the kind that actually develops your career
• Unlimited PTO — Actually Used — The culture supports it. People take time off without guilt
• Clear Path Forward — Senior Manager and Director tracks are real and actively supported

What We Are Looking For

• Active CPA or EA required
• 5+ years of HNW tax experience — public accounting or private wealth background welcome
• 1–2 years of supervisory or team leadership experience
• Strong technical foundation in individual, trust, partnership, and S-corp taxation
• Comfortable advising clients and financial advisors directly on complex planning matters
• Self-directed, polished, and comfortable working fully remote

What We Offer

• Base salary up to $160,000, commensurate with experience
• Annual discretionary bonus — 10–15%
• No billable hour tracking — ever
• Unlimited PTO + two floating holidays + all standard US holidays
• Medical coverage — multiple plan options
• 401(k) — up to 4% employer match
• Commuter benefits — pre-tax contributions up to $325/month
• Employee Assistance Program — 24/7 mental health and wellness support

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

Tax Senior Managers and Directors with HNW experience are encouraged to apply — there may be an opportunity at your level as well.

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