Tax Manager/Senior Tax Manager – HNW/UHNW Individuals
Fully Remote | National Top 100 CPA Firm | Partner Track
Are you an experienced tax professional looking for sophisticated HNW/UHNW work without sacrificing your quality of life?
Our client is a nationally recognized Top 100 CPA firm that is continuing to build one of the strongest remote tax teams in the country. They are seeking a few accomplished Tax Managers and Senior Tax Manager with deep experience serving High-Net-Worth and Ultra-
High-Net-Worth individuals and their related entities.
This is an opportunity to work with sophisticated clients, collaborate with talented professionals, and build a long-term career with a firm that genuinely believes in promoting from within — all while enjoying the flexibility of a fully remote position.
What You'll Do
As a Tax Manager/Sr. Manager, you will serve as a trusted advisor to HNW/UHNW individuals and their families, overseeing complex tax engagements and providing high-level planning and compliance guidance.
Your responsibilities will include:
- Managing and reviewing complex individual income tax returns for HNW/UHNW clients
- Overseeing related partnership, S corporation, C corporation, and other entity returns
- Managing trust, gift, and estate tax returns
- Providing sophisticated tax planning and advisory services
- Working directly with clients, attorneys, financial advisors, and other trusted advisors
- Reviewing complex tax research and technical positions
- Managing client relationships and serving as a key point of contact
- Mentoring and developing tax professionals on your team
- Collaborating with other specialists across the firm to deliver comprehensive solutions
- Contributing to the continued growth of the firm's nationally distributed remote tax practice
Why This Opportunity Stands Out
Fully Remote — Nationwide
Work from wherever you are most productive. The firm has already demonstrated significant success with remote professionals and is continuing to intentionally expand its national remote team.
Sophisticated HNW/UHNW Client Base
Work on complex individual, fiduciary, and entity tax matters for successful individuals, families, and closely held businesses — rather than spending your career focused on high-volume compliance.
Real Work-Life Balance
Busy season is busy, but the expectation isn't that "busy season" means sacrificing your life. The firm has built its culture around sustainable workloads and maintaining a strong work-life balance both during and outside of tax season.
Small, Collaborative Teams
Rather than getting lost in a massive organization, you'll work within small, highly collaborative teams designed to improve communication, mentorship, responsiveness, and client service.
Partner Track — Remotely
Want to become a Partner without relocating?
The firm has a proven philosophy of promoting from within and offers a genuine opportunity to pursue the Partner track while remaining remote. Your career progression doesn't have to be tied to a physical office.
A Firm That Believes in Remote Talent
This isn't a firm experimenting with remote work. They've experienced significant success with remote professionals and are continuing to invest in and grow their nationally distributed team.
Compensation & Benefits
- Base salary up to $325,000, depending on experience and qualifications
- Comprehensive benefits package
- Fully remote work environment
- Strong work-life balance
- Career advancement and Partner-track opportunity
- Collaborative, high-caliber team environment
- Opportunity to work with sophisticated HNW/UHNW clients
- National platform with significant resources and technical support
What We're Looking For
We're looking for a seasoned tax professional who combines strong technical expertise with exceptional client service and leadership skills.
Ideal candidates will have:
- Significant public accounting experience
- Extensive experience with HNW/UHNW individual taxation
- Strong knowledge of complex individual and family tax matters
- Experience with trust, gift, and estate tax returns
- Experience overseeing related business/entity tax returns
- Excellent technical, analytical, and communication skills
- Demonstrated ability to manage sophisticated client relationships
- Leadership and mentoring experience
- CPA designation strongly preferred
The Bottom Line
If you're currently a Tax Manager, Senior Tax Manager, or experienced tax professional working with HNW/UHNW clients — and you're ready for a platform that offers serious compensation, sophisticated work, remote flexibility, meaningful career advancement, and a healthier approach to work-life balance — this could be an exceptional next step.
If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/