Tax Manager – Private Client Services
Remote | Up to $190,000+ Base + Bonus
I'm partnering with a nationally recognized public accounting and advisory firm that's continuing to grow its Private Client Services practice and is looking to add an experienced Tax Manager to the team. This is an opportunity to join a well-established firm that has been recognized as one of the top accounting firms in the country, while still maintaining the culture and flexibility of an independent regional firm. They have a strong reputation for investing in their people, promoting from within, and providing a work environment where work-life balance is more than just a talking point.
The Private Client Services team works with high-net-worth individuals, families, trusts, estates, and closely held businesses, providing both tax compliance and planning services. They're looking for someone who enjoys working with sophisticated individual tax matters and building long-term client relationships. The ideal candidate has spent a significant portion of their career working with high-net-worth clients and is comfortable handling more complex individual and fiduciary tax engagements.
What they're looking for:
- CPA required (EA or J.D. may be considered in select cases)
- 7+ years of public accounting tax experience
- Prior Tax Manager experience is preferred
- Strong experience preparing and reviewing complex High-Net-Worth Individual (1040) returns
- Experience with fiduciary tax returns (1041) and estate tax returns (706)
- Exposure to gift tax returns (709) is a plus
Why people join this firm:
- Fully remote opportunity
- Nationally recognized public accounting and advisory firm
- Independently owned with no private equity involvement
- Outstanding employee retention with an average tenure of more than six years
- Collaborative culture with accessible leadership and realistic expectations
- 32-hour workweeks during the summer
- 3–5 weeks of PTO, paid holidays, and a sabbatical program
- Paid CPE and CPA exam reimbursement
- Firm-sponsored events throughout the year, including travel for remote employees
- Opportunity to work with a sophisticated client base without sacrificing work-life balance
Compensation:
- Base salary: $130,000–$190,000+ depending on experience
- Annual performance bonus
Interested?
If you're currently in public accounting and have a strong background serving high-net-worth individuals, this is an opportunity worth exploring. Feel free to apply or reach out directly for a confidential conversation.
We’re also working on additional public accounting & tax opportunities nationwide, so should this one not be the fit you're looking for, please check our website for additional positions!
https://levelociti.com/job-search/