Location: Remote (U.S-Based)

Compensation: Competitive Salary ($140k-190k+) & Strong Bonus Structure

Benefits:

• Top of the Line Benefits Package
• Flexible Schedules + 100% Remote Role, equipment provided
• Employee Recognition (Parties, Awards, Spot Bonuses, Gift Cards)
• Unique perks like additional PTO for "mental health/ unplug days" whenever you just need a break

Trust & Estates HNW Tax Manager - Top 100 Firm

About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with several locations and over 200+ employees in CA & across the U.S. Overall, we've been in business for going on 50+ years now and have recently been in growth mode nationwide as we're fully embracing the remote work model. We're also known as a "Best Place to Work" by multiple sources, and we encourage all of our employees to adopt our People-First mindset, which helps to foster a culture of collaboration and avoid the typical burnout you see in this industry.

Also, unlike many Mid-Sized Regional firms today, we have remained independent for over 50+ years and have no plans to change this or sell to Private Equity investors at any point. Instead, we enjoy growing organically & offering our employees an environment of stability and development vs. constant change.

Due to this growth, we are now adding a Tax Manager to our Estate/Gift/Trust team. For this role, typically, you can expect about 25% of your time to be spent working with Estates & Gift and 65% Trusts & HNW individuals. You will also be overseeing a team and have hands-on advising/ engagement opportunities with partners & clients.

Why Work with Us:

• ~25% of our Staff have been successfully working 100% remotely
• Strong Company Culture that promotes Work-Life Balance to avoid burnout
• Top 100 Accounting & Advisory Firm, independently in business for 50+ years (no PE involvement)
• 4/5 Star Reviews on Glassdoor & Ranked "Best Place to Work" 2025, 2024, 2023

What We Are Looking For:

• Active CPA (will also consider EA or J.D.)
• Minimum 5-7+ years of Public Accounting & Tax Exp.
• Must have strong knowledge of Trusts, Estates, Gifts, and HNW/1040 returns
• Handling high-level compliance/reviews, tax planning, and client engagement

What We Can Offer:

• Competitive Salary Ranges ($140k-190k+)
• Annual Bonus Structure based on merit/performance
• Full Health Benefits (Medical, Dental, Vision)
• Strong 401k Match + Profit Sharing Plan
• 10 Paid Holidays Off + Generous PTO
• Additional PTO days to use as needed whenever you just need a day to unplug!
• True Partner Track (or Director track if not interested in Partner)

What's Next?

If this opportunity stands out to you and you enjoy working exclusively with HNW & Fiduciary taxes, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration.

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/