Remote Tax Manager – Wealth Management Firm (1040-Focused)

Location: Remote (Anywhere in the US)

Compensation: $150K–$170K base + Business Development Incentives + Sign-On Bonus

Apply confidentially: delano.williams@levelociti.com

We’re a nearly 100-year-old, independently owned wealth management and advisory firm serving high net worth families nationwide. We’re seeking a Tax Manager who wants meaningful client work without the pressure of public accounting—no billable hours, unlimited PTO, and a significantly lighter, more controlled busy season.

If you enjoy partnering closely with high net worth clients and want a calmer, more predictable pace, this is a rare opportunity.

Why This Opportunity Stands Out

• No Billable Hours – No tracking, no quotas, no pressure.
• Unlimited PTO – Real flexibility with a culture that encourages time off.
• Shorter, Less Stressful Busy Season – Workload is intentionally managed with far fewer hours than public accounting.
• Remote Flexibility – Fully remote for East & Central Time Zones.
• Stable, Longstanding Firm – Nearly 100 years old with zero private equity involvement.
• High Retention – Average employee tenure of over 9.5 years.
• Clear Advancement Paths – Leadership opportunities without forced partner-track pressure.
• HNW Client Base – Sophisticated, relationship-driven work.

What You Will Be Working On

A majority of the work revolves around individual returns:

• Complex 1040s (~80% of workload) for high net worth individuals
• Pass-Through Entities – S corps, partnerships, and family investment structures
• Nice-to-Have Experience: Trust & estate tax (not required)
• Deliver proactive tax planning and advisory support
• Maintain and deepen long-term client relationships
• Collaborate with wealth advisors on integrated tax strategies
• Mentor junior team members within a supportive culture

What We’re Looking For

• 5–7+ years of tax experience (public accounting or wealth management)
• Strong proficiency in complex individual tax
• Experience with pass-through entities
• Trust & estate experience is helpful but not required
• CPA or EA required
• Exceptional communication and client service skills
• Comfortable working independently in a remote-first environment

Compensation & Benefits

• $150K–$170K base salary + incentives
• Sign-On Bonus available
• Unlimited PTO
• No billable hours whatsoever
• Intentionally lighter busy season with significantly reduced hours compared to public accounting
• Employer-supported medical, retirement match, life & disability insurance
• Continuing education & full certification support
• Progressive, people-first culture with strong technology adoption

If you're ready to move away from public accounting intensity and into a stable, client-focused wealth management environment—where busy season is manageable and sustainable—this is the ideal next step.

Apply today or email your resume to delano.williams@levelociti.com for confidential consideration.

To explore more opportunities, visit: levelociti.com/job-search