Tax Manager / Senior Tax Manager

Fully Remote | Growing National Wealth Management Firm

Leave Billable Hours Behind. Build Something Bigger.

A rapidly growing national wealth management firm is expanding its tax platform across the country and is looking to add a Tax Manager / Senior Tax Manager to the team.

This is an opportunity for an experienced tax professional who wants to take their career beyond the traditional public accounting model. No billable-hour requirements. No constant scramble to hit utilization targets. Instead, you’ll have the opportunity to work in a growing organization where tax is becoming an increasingly important part of the overall client experience.

The firm is investing heavily in its tax capabilities as it expands its national footprint, creating an opportunity for someone who wants to have a meaningful role in building and scaling the tax function.

The Opportunity

As a Tax Manager / Senior Tax Manager, you’ll work closely with high-net-worth individuals, business owners, families, and other sophisticated clients, partnering with the firm's wealth management professionals to deliver an integrated financial and tax experience.

This is a highly visible role with the opportunity to combine technical tax expertise, client advisory, and strategic planning.

You won't simply be processing returns. You'll have the opportunity to help clients understand the tax implications of their broader financial decisions while working alongside investment, financial planning, and wealth management professionals.

What You'll Be Doing

• Manage and oversee tax engagements for high-net-worth individuals, business owners, families, and related entities
• Provide proactive tax planning and consulting throughout the year
• Review and oversee complex federal and state tax compliance
• Partner with wealth advisors and financial planning professionals to integrate tax considerations into broader client strategies
• Advise clients on tax implications related to investments, income, business interests, estate planning, and other financial decisions
• Research and resolve complex federal and state tax issues
• Develop creative tax planning strategies tailored to individual client circumstances
• Serve as a trusted tax advisor and build long-term client relationships
• Help expand and improve the firm's growing tax capabilities
• Collaborate with leadership on the continued development of the firm's national tax platform
• Mentor and support other tax professionals as the team grows

What We're Looking For

The ideal candidate is an experienced tax professional who enjoys client advisory work and strategic problem-solving and is ready for a different type of career path.

You'll ideally bring:

• Experience at the Tax Manager or Senior Tax Manager level
• Strong technical knowledge of individual and/or business taxation
• Experience working with high-net-worth individuals, business owners, or closely held businesses preferred
• Strong tax planning and consulting experience
• Excellent client communication and relationship-management skills
• The ability to work independently in a fully remote environment
• Strong analytical and problem-solving abilities
• CPA preferred

Why This Opportunity Is Different

No Billable Hours.

That alone changes the equation.

Rather than measuring your success by utilization and billable-hour targets, you'll be focused on serving clients, providing valuable tax advice, and helping build the firm's expanding tax platform.

And the upside is meaningful.

Compensation & Career Opportunity

• Fully remote
• Competitive base salary
• Annual bonus opportunity of 15–20%+
• Potential for equity participation down the road
• Excellent benefits package
• No traditional billable-hour requirement
• Growing national platform with significant room for expansion
• Opportunity to help shape and build the firm's tax function
• Strong collaboration with wealth management and financial planning professionals
• Long-term career path as the tax practice continues to grow

The Bigger Picture

The firm's tax presence is expanding nationally, and this hire is part of that growth.

For the right person, this isn't simply an opportunity to manage an existing book of tax work. It's a chance to get in during an important stage of the firm's expansion and help build what the tax platform becomes.

If you're a Tax Manager or Senior Tax Manager who enjoys sophisticated tax work and client relationships—but is ready to move away from the billable-hour model of public accounting—this opportunity offers a compelling alternative.

Fully remote. Strong bonus potential. No billable hours. Potential equity. And the opportunity to help build a growing national tax platform.

Apply today for a confidential conversation about the firm, compensation, clients, and long-term opportunity.

If you want to make this especially effective for recruiting, I can also create a shorter, punchier LinkedIn/headhunter version that leads with “No Billable Hours + 15–20% Bonus + Equity” to grab the attention of passive Big 4 and regional-firm candidates.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/