Remote Tax Manager / Senior Tax Manager – Estate, Trust & Gift Focus

Location: Fully Remote (US-Based)

Salary: $140,000 – $180,000+ (Based on experience)

Bonus: Generous Annual Performance Bonuses

Why Join Us?

We are a modern, forward-thinking tax firm headquartered in Chicago with a remote-first culture and a strong commitment to work-life balance, specialized expertise, and long-term career growth. Our practice focuses on high-net-worth individuals and families, with a growing emphasis on estate, trust, and gift tax services. We are a top regional firm in the Midwest and we have won multiple awards to "Best place to work" and Top Workplace" We have 4/5 on glass door and we believe in low Stress, low Hours, high Impact.

Unlike traditional firms, we have eliminated the high-pressure environment. Our professionals enjoy extremely low billable hour requirements and real flexibility—without compromising compensation or advancement.

What We Offer:

• Competitive Base Salary: $140K–$180K+
• Strong Annual Performance Bonuses
• Extremely Low Billable Hour Requirements (No minimum quotas or timesheets)
• Unlimited PTO and Summer Fridays Off
• Fully Remote Work Environment
• Equity and Long-Term Growth Opportunities
• 401(k) with 5% Company Match
• Sustainable Work-Life Balance (Busy season hours average just 45–50/week)

About the Role:

As a Tax Manager or Senior Tax Manager – Estate, Trust and Gift Focus, you will take the lead in client engagements centered around estate, trust, and gift tax planning and compliance. You’ll work directly with ultra-high-net-worth individuals, fiduciaries, attorneys, and family offices to navigate complex wealth transfer and estate strategies. There is will be very little overlap with other clients.

Key Responsibilities:

• Manage a portfolio of estate, trust, and gift tax clients
• Oversee preparation and review of Forms 1041, 706, 709, and related filings
• Provide strategic guidance on estate, gift, and generation-skipping transfer tax planning
• Collaborate with attorneys, wealth advisors, and trustees on client matters
• Monitor and interpret tax law changes impacting estates and trusts
• Mentor and lead a team of specialized tax professionals
• Build trusted, long-term relationships with clients based on value and expertise—not hours billed

Qualifications:

• CPA required; MST, JD, or LLM is a plus
• Minimum of 7 years of experience in public accounting or a private tax advisory role with a focus on estate, gift, and fiduciary income taxation
• Strong technical knowledge of estate and trust tax rules and planning techniques
• Excellent communication and leadership skills
• Ability to work independently and thrive in a remote-first, collaborative environment

No Timesheets. No Burnout. Just Meaningful Work.

We are not a traditional accounting firm. We prioritize thoughtful, impactful work with clients who value deep expertise. If you're ready to move away from the demands of a high-pressure, high-hour culture and into a role with true flexibility and purpose, we’d love to hear from you.

Apply Now To apply or learn more, contact: Delano Williams

Email: delano.williams@levelociti.com

Let’s redefine what a fulfilling tax career looks like.

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