Remote Tax Associate – Wealth Management (No Billable Hours)

Location: Remote or Hybrid (US-Based)

Compensation: 60k -80k + Annual Bonus

Schedule: 40 hours/week with predictable workload

About the Firm

We are a national growing wealth management firm providing integrated financial planning, tax, and investment services to high-net-worth individuals and families. Unlike traditional public accounting firms, our tax team works alongside advisors, not against the clock—there are no billable hours, no timesheets, and no pressure-driven busy seasons.

Our goal is simple: deliver excellent client service without sacrificing work-life balance.

Position Overview

We are hiring a Tax Associate to support our in-house tax team with preparation and compliance work for individual and pass-through entity clients. This is an ideal role for someone early in their tax career who wants strong technical exposure without the grind of public accounting.

You’ll focus on doing the work, learning from experienced professionals, and building long-term client relationships—without chasing utilization targets.

Key Responsibilities

• Prepare federal and state tax returns for:
• High-net-worth individuals (1040s)
• Partnerships and S-Corporations
• Assist with tax planning and projections for wealth management clients
• Organize and review client tax documents
• Collaborate with advisors and senior tax staff to support holistic planning
• Research basic tax issues and assist with notices when needed

What Makes This Role Different

• No billable hours. Ever.
• Predictable 40-hour workweeks
• Significantly lighter and more manageable busy season
• Client work is proactive and planning-oriented—not transactional
• Long-term client relationships vs one-off compliance work

Qualifications

• 1–3 years of tax experience (public accounting or similar)
• Bachelor’s degree in Accounting or related field
• CPA eligibility or active pursuit preferred (not required)
• Strong attention to detail and interest in individual taxation
• Desire for stability and work-life balance

Compensation & Benefits

• Competitive base salary
• Annual performance bonus
• Medical, dental, and vision benefits
• 401(k) with employer contribution
• Generous PTO and paid holidays
• Supportive, low-stress work environment

Why Join Us?

If you enjoy tax work but want a career—not a lifestyle sacrifice, this role offers the chance to grow within a wealth management setting that values people as much as performance.

Apply today or email your resume to Delano.Williams@Levelociti.com to join our team and help us revolutionize the future of tax services!

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

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