Tax Director – 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 an accomplished Tax Director 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 Director, 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 Director, 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/

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