Title: Tax Senior Specialist

Location: 100% Remote (Anywhere in the US)

Compensation: Up to $130k base + 10-15% discretionary bonuses

Requirements: 3-6+ years tax experience (HNW focus), CCH Axcess, CPA/EA preferred

We are a nationally recognized wealth management firm with over $20 billion in assets under management, hiring a Tax Senior to support our high-net-worth client base. This is not a traditional CPA firm—it's a planning-focused, client-centric environment where you'll work closely with financial advisors to provide comprehensive tax strategy and support to sophisticated clients with complex needs involving trusts, estates, business structures, and investment portfolios.

If you're looking to move away from the grind of public accounting, this is a unique opportunity to shift into a more balanced, advisory-driven role. Rather than churning through high volumes of returns under relentless deadlines, you'll dive deeper into fewer client situations, becoming a trusted advisor who helps shape long-term wealth strategies. You'll still leverage your technical tax expertise daily, but in a collaborative setting that emphasizes strategic thinking and sustainable work-life balance over billable hour quotas and busy season burnout.

Why This Opportunity Stands Out

• 100% Remote (or hybrid if near one of our offices)
• Competitive Compensation: salary up to $130k base + discretionary bonuses up to 10-15%
• No Billable Hours – Work is focused on impact, not tracking time
• Reduced Busy Season: 50–55 hours/week max during peak season
• Planning-Focused: Off-season dedicated to strategy, not just compliance
• Non-Public Environment: Work alongside wealth and investment advisors
• HNW Clientele: Exposure to complex individual, trust, and partnership returns

Key Responsibilities

• Prepare and review tax returns for HNW individuals (primarily), partnerships, and s-corps
• Participate in tax planning strategies tied to broader wealth management goals
• Coordinate with financial planning and investment teams on client strategy
• Communicate proactively with clients on tax matters and planning opportunities
• Stay current on tax law changes impacting HNW clients

Qualifications

• 3–6+ years of public accounting experience
• HNW Focus (ideally 50% or more)
• CCH Axcess Experience
• Strong knowledge of individual taxation
• CPA or EA preferred (or in progress)
• Excellent communication and interpersonal skills

This role is ideal for someone who enjoys working with complex tax matters and high-touch clients—but wants more balance, broader exposure, and a collaborative, non-public environment.

Apply now, or please send your resume to keith.shuler@levelociti.com for faster consideration.

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

Keywords: Tax Senior, High Net Worth Tax, Wealth Management, Tax Planning, Trust and Estate Tax, Financial Advisory, CPA, Public Accounting Exit, Tax Strategy, Private Client Services, Family Office, Investment Tax, Work-Life Balance, Collaborative Environment, Advisory Services, Complex Tax Returns, Estate Planning, Gift Tax, Multi-Generational Wealth, Tax Compliance, Financial Planning