Location: Fully Remote (Anywhere in the US)

Salary: $100k - $140k+ based on experience

Employment Type: Full-time, Permanent

About Us

We are a well-established wealth management firm that manages substantial assets for high-net-worth individuals and families. Our firm has built a reputation for delivering comprehensive financial solutions through strategic planning and personalized service. We pride ourselves on fostering a collaborative culture that emphasizes work-life balance, professional development, and results-driven performance. Our team operates with flexibility and autonomy, allowing our professionals to thrive while serving our discerning clientele.

The Role

We are seeking an experienced Tax Advisor to join our growing team in a unique advisory-focused position. This role is 100% dedicated to strategic tax planning and advisory services with absolutely no compliance work. You'll work exclusively on developing sophisticated tax strategies for high-net-worth clients, collaborating directly with our wealth management professionals to create integrated financial solutions that align with broader wealth management objectives.

Key Responsibilities

• Develop and implement comprehensive tax planning strategies for high-net-worth individuals and families
• Collaborate with wealth management advisors to integrate tax planning with overall financial objectives
• Conduct advanced tax planning analysis including estate planning, business succession, and investment structuring
• Provide strategic tax advisory services for complex financial situations
• Research and stay current on tax law changes and their implications for client strategies
• Participate in client meetings to present tax planning recommendations
• Work with external professionals including attorneys and CPAs to coordinate comprehensive planning
• Contribute to the firm's thought leadership through market insights and planning expertise

Qualifications

• 3-5+ years of tax experience within the high-net-worth space (public accounting or private wealth preferred)
• Strong background in complex tax planning and advisory services
• CPA or EA designation preferred (or currently in progress)
• Excellent analytical and communication skills for client-facing advisory work
• Experience with sophisticated tax planning strategies including estate, gift, and generation-skipping transfer taxes
• Knowledge of investment taxation, partnership structures, and business entity planning
• Ability to work collaboratively in a team-oriented environment
• Strong attention to detail and project management skills

What We Offer

Compensation & Benefits:

• Competitive base salary: $100k- $140k+ based on experience
• Discretionary performance bonuses
• 401(k) match of 50% up to 6% contribution
• Profit sharing opportunities
• PTO starting at 18 days/year plus 9 paid holidays
• Comprehensive health, dental, and vision insurance
• Professional development and continuing education support

Work Environment:

• 100% Remote environment - at home equipment provided
• Results-focused culture rather than rigid office requirements
• Clear pathway to partnership through established leadership development program
• Emphasis on work-life balance and professional growth
• Collaborative team environment with experienced professionals

This position represents an exceptional opportunity for a tax professional looking to transition into pure strategic advisory work while maintaining exposure to complex, high-net-worth tax matters. Join our team and build your career in a supportive environment that values both professional excellence and personal well-being.

Please apply today, or for faster consideration, please send your resume to keith.shuler@levelociti.com.

**We are also hiring at the Tax Manager level. If this is you, please apply to this job posting as well**