Tax Manager - Trust & Estate | Remote CPA | High Net Worth | $130K-$190K

Compensation: $130k-$190k base

Requirements: CPA or EA required | 5-7+ years tax experience

Location: 100% Remote (East & Central Coast preferred)

Remote Trust & Estate Tax Manager position for a CPA or EA with high-net-worth experience. Join a nearly 100-year-old independent CPA firm (no private equity) specializing in estate planning, wealth transfer, and trust taxation. This work-from-home opportunity offers $130K-$190K base salary plus incentives for an experienced tax professional to serve HNW families in a firm where the average tenure exceeds 9.5 years. Clear partner track or director track advancement, reasonable busy season (1,300-1,600 billable hours), and sophisticated estate and gift tax planning work.

We are an established, independent CPA firm in the Washington, D.C. area with a growing high-net-worth and trust/estate practice. This is a rare opportunity to join a firm that has intentionally remained independent, where nearly all Partners started as associates. If you're seeking a long-term home with clear advancement pathways, a nurturing culture, and sophisticated HNW clients—this is it.

Why This Opportunity Stands Out

• 100% Remote Flexibility - 35% of our associates work fully remote from East or Central Coast
• Multiple Career Pathways: Partner track or Director track (we embrace that not everyone wants to be Partner)
• No Private Equity: Independently owned with organic growth strategy
• Exceptional Retention: 9.5+ year average tenure demonstrates our culture
• Reasonable Billable Hours: 1,300-1,600 annually (55-65% chargeable)
• Strategic Workload Management: Intentional allocation to prevent burnout—quality over quantity
• Sophisticated Work: Complex trust and estate planning, multi-generational wealth transfer, estate administration
• Business Development Incentives: Uncapped earning potential for client origination

What You'll Do

• Manage complex tax returns for high-net-worth individuals (1040), trusts (1041), estates, and gift tax returns (709)
• Provide sophisticated estate planning, wealth transfer, and trust advisory services
• Develop and maintain strong client relationships with HNW families
• Lead estate administration and post-mortem tax planning engagements
• Mentor and develop staff accountants and seniors
• Participate in business development activities and client retention initiatives
• Stay current on tax law changes and estate planning strategies

What You'll Bring

• 5-7+ years of public accounting experience with trust and estate tax focus
• Strong background in high-net-worth individual, trust, and estate taxation
• CPA or EA required
• Experience from regional or mid-sized firms preferred
• Excellent client communication and relationship management skills
• Proven ability to handle complex, multi-generational wealth scenarios

Total Compensation & Benefits

• Base Salary: $130,000 - $190,000
• Sign-on bonus may be available
• Business development incentive program
• 3 weeks vacation + 2 weeks sick time
• Employer-contributed medical, dental, and vision coverage
• 401(k) with 50% employer match
• Life insurance and short-term disability
• Professional development and CPE allowance

This role is ideal for an experienced trust and estate tax professional who wants to build deep relationships with high-net-worth families in a firm that values intentional growth and work-life balance.

Please apply today if interested! To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/