Remote Tax Manager | Top Wealth Management/RIA Firm | No Billable Hours

Location: 100% Remote (United States)

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

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

We are a nationally recognized wealth management firm managing over $30 billion in assets for high-net-worth and ultra-high-net-worth families across the country. We are not a public accounting firm — we are a wealth management platform with an integrated tax practice that works alongside financial planners and investment specialists to deliver comprehensive wealth solutions for some of the most sophisticated clients in the country.

We are hiring a Tax Manager to join our growing remote tax team. If you have spent years doing sophisticated HNW work in public accounting and have been waiting for a role that values that expertise without the billable hour grind, this is worth your time.

Why This Role Is Different

• No Billable Hours — Ever — We do not track billable hours. You are measured on the quality of your work and your client relationships — not a timesheet
• Busy Season That Stays Manageable — Our team averages 50–55 hours per week during busy season (only a few weeks leading up to the deadlines). We file returns on time, which means extension season is not the second wave of chaos, it is at most firms
• Advisory Work Year-Round — Outside of the busy season, the work shifts to proactive tax planning and wealth strategy alongside our advisors. This is not a compliance-only role
• Work With Clients in Your Market — Wherever you are located, you will be working primarily with clients in your region. We are intentional about building local relationships through our tax team
• Unlimited PTO — And a culture where people actually use it
• Clear Path Forward — Senior Manager and Director tracks are real and actively supported here

What We Are Looking For

• Active CPA or EA required
• 5+ years of tax experience — public accounting or private wealth background welcome
• 1–2 years of supervisory or team leadership experience
• Strong technical review foundation in individual, trust, partnership, and S-corp taxation
• High-net-worth client experience strongly preferred
• Comfortable communicating complex tax concepts directly to clients and financial advisors
• Self-directed 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 Cigna plan options
• 401(k) — up to 4% employer match when employee contributes 5%
• 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 or Directors with HNW experience are encouraged to apply — there may be an opportunity at your level as well.

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