100% Remote Tax Manager | $30B+ Wealth Management Firm | No Billable Hours | Up to $160k

Location: 100% Remote (United States)

Compensation: Up to $160,000 base + 10–15% annual bonus

Requirements: 5+ years HNW tax experience | 1–2 years supervisory experience | Active CPA or EA required

Most tax professionals do not leave public accounting because they stop loving the work. They leave because the model stops working for them — the billable hour grind, the extension season that never really ends, the compliance treadmill with no time left for actual planning. This role is the alternative.

We are a nationally recognized wealth management firm with over $30 billion in assets under management — working exclusively with high-net-worth and ultra-high-net-worth families across the country. Our tax practice is fully integrated with our financial planning and investment teams, which means the work goes well beyond return preparation. This is a firm where tax professionals do real advisory work — and get recognized for it.

We are hiring a Tax Manager to join our growing remote tax team.

What Makes This Different

• No Billable Hours — Period — We do not track them. Not against a reduced target. Not against a softer metric. No timesheet, no utilization rate, no realization pressure. You are measured on your work and your relationships
• Busy Season That Actually Ends — Our team averages 50–55 hours for a few weeks leading up to deadlines. We file on time, which means extension season is not the second wave of chaos it is at most firms. When it is over, it is over
• Real Advisory Work Year-Round — Outside of busy season, the work shifts to proactive tax planning alongside wealth advisors, portfolio managers, and financial planners. This is not a compliance-only seat and it never will be
• Your Clients, Your Market — Wherever you are located, you will work primarily with clients in your region. Real relationships, local presence, not a faceless volume role
• Unlimited PTO — Actually Used — The culture here supports it. People take time off without guilt
• Clear Path to Senior Manager and Director — Both tracks are real and actively supported

What We Are Looking For

• Active CPA or EA required
• 5+ years of HNW tax experience — public accounting or private wealth background welcome
• 1–2 years of supervisory or team leadership experience
• Strong technical foundation in individual, trust, partnership, and S-corp taxation
• Comfortable advising clients and financial advisors directly on complex planning matters
• Self-directed, polished, and comfortable working fully remote

What We Offer

• Base salary up to $160,000, commensurate with experience
• Annual discretionary bonus — 10–15%
• Unlimited PTO + two floating holidays + all standard US holidays
• Medical coverage — multiple plan options
• 401(k) — up to 4% employer match
• Commuter benefits — pre-tax contributions up to $325/month
• Employee Assistance Program — 24/7 mental health and wellness support
• No billable hour tracking — ever

Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.

To view our other postings: levelociti.com/job-search

Tax Senior Managers and Directors with HNW experience are encouraged to apply — there may be an opportunity at your level as well.

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