Tax Manager or Sr. Tax Manager (Remote) – ($130K-$170K+) - High Net Worth - Wealth Management

USA - Fully Remote

Tax Manager | 100% Remote | Wealth Management

Well established and growing Wealth Management with over 150 employees and a national presence is actively looking to add a Tax Manager to it's growing Tax division. We offer a number of services including wealth management, tax prep and planning, accounting, payroll and retirement planning services for a variety of clients.

This position focuses on primarily of High Net Worth Individuals and their closely held businesses including mainly S Corporations or Partnerships, but can be some C Corporations as well. The role is ideal for someone that enjoys working with business owners. This role is both a tax preparation as well as review role.

What You’ll Do

• Lead and review complex business and individual tax engagements (S-Corps, partnerships, trusts, and high-net-worth individuals).
• Provide high-level tax planning, compliance, and advisory services to High Net Worth clients.
• Build trusted relationships with clients by delivering insight, clarity, and proactive tax solutions.
• Stay current on federal and state tax developments.

Qualifications

• CPA license required.
• 5+ years of progressive public accounting experience.
• Strong technical tax knowledge (business and individual).
• Excellent communication and client relationship skills.
• Experience working with High Net Worth Individuals
• Comfortable working in a fully remote environment and using cloud-based accounting tools

Why Join Us

We are a well established Wealth Management firm that has a national presence and client base that is in hyper growth mode and looking to continue to expand our internal tax team. We're a collaborative, family-feel company with a startup mindset and a foundation based on relationships, accountability, excellence, respect and trust.

• Fully remote—work from anywhere in the U.S.
• Competitive salary (Up to $170K) and performance bonuses - Up to 15%.
• Flexible work schedule with true work-life balance with lighter workloads during busy and off season
• Collaborative, growth-oriented team culture.
• Opportunity to shape the future of a rapidly growing firm serving a niche client base.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

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