Location: Fully Remote (U.S-Based)

Compensation: Competitive Salary (up to $315k+) & Strong Bonuses

Benefits:

• 401k Match, Profit Sharing, and Company-Paid Benefits
• 100% Remote Flexibility with equipment provided
• Lower Busy Season Hours (Max 50-55/week)
• Opportunity to take over a book of business & work exclusively with HNW & Fiduciary Tax

Tax Director - Trusts, Estates, Gift, HNW Team

About Us: We are an established Mid-Sized Regional Accounting & Advisory leader with 5+ locations and over 200+ employees in CA & across the U.S. We've been in business for almost 100 years and have recently been in growth mode nationwide as we're fully embracing the remote work model.

We're also known as a "Best Place to Work" by multiple sources and we encourage all of our employees to adopt our People-First mindset, which encourages our culture of collaboration, flexibility, and avoid the typical burnout you see in this industry with limited busy season hours. Also, unlike many Mid-Sized Regional firms today, we have remained independent for over 50+ years and have no plans to change this or sell to Private Equity at any point. Instead, we enjoy growing organically vs. through acquisitions & are excited to continue growing our Tax team from within.

The Difference You'll Make Here:

We are now looking to bring on a new Tax Director for our EG&T team, which would include the opportunity to walk into an established book of business and have a true Partner track (some folks retiring soon). Typically, you can expect the majority of your time to be EG&T focused, and spend some time handling the associated 1040s. You will also be overseeing a team that specializes in this space, have hands-on client engagement opportunities, and engage in high-level consulting with Partners at the firm.

Why Work with Us:

• ~25% of our Staff have been working 100% remotely & seen success for years
• Strong Company Culture that promotes Work-Life Balance to avoid burnout
• Top 100 Accounting & Advisory Firm, independently owned for the past 50+ years
• 4/5 Star Reviews on Glassdoor & Ranked "Best Place to Work" 2025, 2024, 2023

What We Are Looking For:

• Active CPA (will also consider EA)
• J.D. or Masters in Taxation is a plus
• Minimum 10+ years of Public Accounting & Tax Exp.
• Must have strong knowledge of Trusts, Estates, Gifts, and HNW/1040 returns
• Handling high-level compliance, planning, and client engagement, along with supervising a Tax team

What We Can Offer:

• Competitive Salary Ranges (up to $315k+ depending on exp.)
• Strong Annual Bonus Structure based on merit/performance
• Full Health Benefits (Medical, Dental, Vision)
• Discretionary 401k Match + Profit Sharing Plan
• Generous PTO & 10 Paid Holidays Off
• True Partner Track (1-2 years if interested in pursuing this)
• 100% Remote Flexibility with equipment provided - we will also offer to fly you out to our HQs at least once a quarter (not mandatory but a good perk to meet the team in person)

What's Next?

If interested in continuing your career in the HNW/ EG&T space with a regional, independent CPA firm that can offer clear growth opportunities without the constant changing from PE and acquisitions you typically see in this industry, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration.

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