Senior Tax Accountant | HNW Focused | Wealth Management Firm
Fully Remote - Open to candidates across the U.S.
Base Salary up to $115,000 + Bonus Potential (10-15%)
A leading national wealth management firm is seeking a Senior Tax Accountant to join its in-house tax team supporting a high-net-worth client base. This role offers the chance to step away from the traditional public accounting grind and into a more strategic, planning-oriented environment.
What Makes This Role Different
- 100% Remote Flexibility – work from anywhere in the U.S.
- No Billable Hours – focus on quality work, not timesheets
- Balanced Busy Season – capped at ~50–55 hours during peak periods
- Client-Centric – collaborate directly with financial advisors and wealth planners
- HNW Focus – work with complex individual, trust, and partnership returns
What You’ll Do
- Prepare and review federal and state tax returns for high-net-worth individuals, families, trusts, and partnerships
- Partner with advisors to implement proactive tax strategies aligned with broader wealth planning goals
- Serve as a trusted resource to clients, communicating tax updates and planning opportunities
- Stay current on evolving tax regulations affecting complex, high-net-worth structures
What We’re Looking For
- 3+ years of public accounting experience (with significant HNW exposure)
- Strong working knowledge of CCH Axcess
- Solid background in individual taxation, trusts, and flow-through entities
- CPA or EA preferred (or actively pursuing)
- Strong client communication skills and collaborative mindset
Why You’ll Love It Here
This isn’t a traditional CPA firm environment - it’s an integrated wealth management team where tax professionals work side by side with advisors to provide holistic solutions. If you enjoy complex tax work, value meaningful client relationships, and are ready for a role with more balance and impact, this could be a perfect fit.
*Apply today or you may send your resume directly to Alex.Higgins@levelociti.com
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/