Tax Manager | Fully Remote (MST or PST Time Zones) | Up to $175K Base + Bonus

We’re partnering with a nationally recognized, full-service CPA firm with 400+ professionals and a significant presence throughout the West Coast. The firm has built its reputation around sophisticated tax and advisory work for an exceptionally high-caliber client base, while maintaining a smaller-team environment where Managers work closely with Partners and senior leadership. The firm is also known for its flexibility, strong internal promotion culture, and commitment to developing professionals into future firm leaders.

This firm offers the resources and client sophistication of a much larger accounting organization with the accessibility and collaborative culture of a smaller office. The tax practice works with high-net-worth and ultra-high-net-worth individuals, family offices, closely held businesses, real estate groups, professional services firms, and other complex client structures. This is a Tax Manager opportunity for someone who wants to build a long-term career with a legitimate path toward Senior Manager and Partner.

What makes this opportunity stand out:

• Up to $175K base salary plus performance-based bonus
• Fully remote work environment
• Clear progression from Tax Manager to Senior Manager, Director, and Partner
• Sophisticated HNW and UHNW client base, including individuals with $50M–$100M+ in net worth
• Exposure to family offices, fiduciary taxation, private foundations, venture capital, private equity, and alternative investments
• Opportunity to work on complex individual, partnership, trust, and business tax matters
• Small, collaborative teams with access to significant firm-wide resources
• Significant flexibility during non-busy season
• Strong benefits, generous PTO, retirement plan, and professional development opportunities

Responsibilities include:

• Managing and reviewing complex federal and state tax engagements
• Developing tax planning strategies for individuals and closely held businesses
• Advising clients on tax implications related to investments, transactions, wealth planning, and business decisions
• Reviewing tax returns, workpapers, and other engagement deliverables
• Working directly with Partners and senior leadership on complex client matters
• Managing client relationships and serving as a primary point of contact
• Mentoring and developing Tax Seniors and Staff
• Identifying opportunities to expand client relationships and introduce additional firm services
• Participating in business development and networking activities
• Staying current on federal and state tax legislation and regulatory developments

Qualifications

• Active CPA, EA, JD, or LLM
• 5+ years of progressive public accounting tax experience
• Strong federal and state tax compliance and planning experience
• Experience managing multiple complex tax engagements
• Strong client relationship and communication skills
• Demonstrated leadership and staff development experience
• Strong organizational and project management abilities
• Consistent career progression with increasing responsibility

Preferred Experience

• High-net-worth or ultra-high-net-worth individual taxation
• Clients with $50M–$100M+ in net worth
• Family office and fiduciary taxation
• Trust and estate-related tax matters
• Complex partnership taxation

This is a strong fit for a Tax Manager who wants sophisticated work, high-level clients, flexibility, and a genuine opportunity to grow into firm leadership. If you're interested in learning more, please apply or send your resume directly to Isabel.Booth@Levelociti.com for a confidential conversation.

Even if this opportunity isn't the right fit, we work with public accounting & wealth management firms across the country, and may have other positions that are a better match for your background and career goals.

Check out our website for additional roles: https://levelociti.com/job-search/