HNW Tax Director | Independent Wealth Management Firm | up to $225k+ | Equity Ownership

Compensation: up to $225k + annual discretionary bonuses + equity ownership

Requirements: 10+ years of tax experience (Public Accounting, Wealth Management, or Family Office) | CPA or JD required | High-Net-Worth Focused

Location: 100% Remote Flexibility (hybrid preferred if near office locations)

We are a rapidly growing, independent wealth management firm serving ultra-high-net-worth families, entrepreneurs, and executives. As an employee-owned firm free from private equity influence, we've built a culture that prioritizes enduring client relationships over transactional growth. Our national recognition reflects our commitment to exceptional service and sustainable success.

We are seeking an HNW Tax Director to join our national tax practice. This strategic advisory role goes far beyond compliance—you'll collaborate with investment advisors, estate planners, and wealth strategists to deliver comprehensive, integrated solutions for families managing complex wealth.

Why This Opportunity Is Different

• Employee Ownership Structure: Direct equity participation aligns your success with the firm's long-term growth
• Independent Platform: Built for longevity without private equity pressures or exit timelines
• Sophisticated Clientele: Serve ultra-high-net-worth families, successful entrepreneurs, and executives with intricate financial structures
• Integrated Advisory Model: Work alongside investment, estate, and wealth planning professionals
• National Footprint: Strategic presence across multiple markets with continued expansion
• Industry Recognition: Consistently ranked among leading wealth management firms and top workplaces
• True Fiduciary Commitment: Client interests always come first—legally and culturally
• Comprehensive Benefits: Full medical, dental, vision, 401(k) with match, HSA, life and disability insurance

What You'll Do

• Design proactive tax strategies to minimize capital gains exposure and maximize tax efficiency for UHNW clients
• Oversee complex tax compliance across individual, trust, estate, partnership, and corporate filings
• Implement sophisticated charitable giving structures, tax loss harvesting programs, and estate tax mitigation strategies
• Partner with investment and planning teams to seamlessly integrate tax considerations into comprehensive wealth solutions
• Lead and develop tax professionals while fostering a collaborative, high-performance culture
• Serve as primary tax advisor to sophisticated families, building deep trusted relationships
• Navigate complex multi-state and federal tax issues unique to high-net-worth individuals and family offices

What You Bring

• 10+ years of progressive tax experience focused on high-net-worth individuals and families
• 5+ years managing or supervising tax professionals
• Active CPA or Juris Doctor (JD) license
• Expert-level knowledge of individual taxation (1040), trust and estate taxation (1041, 706, 709), and pass-through entities
• Multi-state tax expertise—our clients maintain complex, multi-jurisdictional wealth structures
• Exceptional communication skills with ability to distill complex tax concepts for diverse audiences
• Background serving private wealth, family office, or ultra-high-net-worth clients

Total Compensation Package

• Base Salary: Up to $225k+ (experience-dependent)
• Annual Discretionary Bonuses: Performance-based incentive compensation (typically 10-15%)
• Equity Ownership: All employees receive ownership stake in the firm
• Comprehensive health, dental, and vision coverage
• 401(k) retirement plan with employer matching
• Health Savings Account (HSA) opportunities
• Life insurance and short/long-term disability protection
• Voluntary supplemental benefits (critical illness, accident insurance)
• Professional development and continuing education investment

This role is designed for strategic tax professionals seeking to work with sophisticated clients, collaborate across disciplines, and build a lasting career at a truly independent firm with staying power.

Interested? Email your resume directly to: keith.shuler@levelociti.com for fastest consideration

To explore additional opportunities: https://levelociti.com/job-search/

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