Tax Manager / Senior Tax Manager — Real Estate & HNW (Fully Remote)
* $165 - 205K - Can be based anywhere in the U.S.*
About the Opportunity
A boutique, tech-forward public accounting firm is seeking a fully remote Tax Manager or Senior Tax Manager with deep experience serving high-net-worth individuals, family investment groups, and complex real estate portfolios. This role is built for someone who thrives in a high-trust, relationship-driven environment and enjoys navigating multi-entity structures, flow-through taxation, and sophisticated planning.
You’ll work directly with successful entrepreneurs, investors, and multi-generational families who expect precision, insight, and proactive guidance across their business and personal holdings.
What You’ll Do
- Lead and review complex flow-through returns (Partnerships, S Corps) tied to real estate portfolios, family investment entities, and closely held businesses.
- Oversee HNW and UHNW individual returns, including K-1 integration, investment activity, multi-state issues, and planning considerations.
- Manage compliance and advisory for multi-tier real estate structures, including operating companies, holding companies, joint ventures, syndications, 1031 exchanges, and cost-segmentation-driven strategies.
- Develop and execute annual and long-term tax planning for clients with evolving real estate, investment, and wealth-transfer goals.
- Serve as a trusted advisor and primary point of contact, delivering strategic guidance across their full financial picture.
- Mentor staff and help strengthen internal processes within a modern, paperless, cloud-based environment.
What You Bring
- CPA required.
- 7–12+ years of public accounting experience with a strong emphasis on:
- Real estate taxation
- HNW/UHNW individual work
- Flow-through entities and multi-entity structures
- Experience navigating complex partnership allocations, capital accounts, basis issues, and multi-state exposure.
- Proven ability to review high-volume, high-complexity work while maintaining accuracy and thoughtful client service.
- Comfort working fully remote and collaborating closely through modern systems and tools.
Why This Firm
-
100% remote with a culture built on trust, autonomy, and accountability.
- A client roster centered around real estate investors, family offices, and sophisticated HNW households.
- No bureaucracy — your expertise and judgment carry real weight.
- Balanced workload with predictable hours and a commitment to long-term quality of life.
Please apply ASAP or you can send me your resume directly for immediate consideration: Chuck@Levelociti.com