HNW & Pass-Through Tax Manager (Fully Remote) - 40 hour Work wk year round

Entrepreneur-Focused Client Base | 40-Hour Max Workweek | High-Touch Planning & Advisory

A well-established, boutique CPA firm is seeking a fully remote Tax Manager to support its growing Private Client and Pass-Through Tax practice.

This role is ideal for a personable, technically strong tax professional who values meaningful client relationships, proactive planning calls, and hands-on review work. The firm promotes a culture of balance and trust—with a 40-hour maximum workweek even during busy season.

About the Firm

• 15+ years serving HNW individuals, entrepreneurs, and multigenerational families
• Fully remote team with strong collaboration, mentorship, and high client retention
• Emphasis on proactive advisory, not just compliance
• Entrepreneurial, tech-savvy, and personable culture – no "big firm" bureaucracy
• Committed to a 40-hour max workweek across all seasons

The Role

Tax Manager – HNW & Pass-Through Entities

You’ll be managing and reviewing a sophisticated portfolio of returns while collaborating directly with clients on strategy, planning, and structuring. Clientele includes successful entrepreneurs, investors, closely held businesses, and family groups—often involving foreign investments, trust and gift tax matters, and multi-entity planning.

Key Responsibilities:

• Review and manage 1040, 1065, 1120S, and 1041 returns
• Lead planning calls with HNW clients and serve as a trusted advisor
• Advise on entity selection, gifting, multi-state and international tax issues
• Mentor junior staff and contribute to a supportive, high-performance culture
• Collaborate with partners on complex planning opportunities

Ideal Candidate

• 5–10 years of public accounting experience with a strong HNW/Private Client focus
• In-depth experience with pass-throughs, multi-entity structures, and trust/estate work
• Excellent interpersonal skills – must be personable, client-facing, and proactive
• Comfortable working in a fully remote, paperless, and high-accountability environment
• CPA or EA required; advanced credentials (MST, LLM, CFP®) a plus

Why This Opportunity?

• 100% Remote – work from anywhere in the U.S.
• Capped 40-Hour Workweeks, even during busy season
• Dynamic, high-touch client base of entrepreneurs and investors
• Boutique culture with real autonomy and zero micromanagement
• Meaningful work-life balance and a team that values relationships over rigid billables

Ready to Explore?

Interviews are being scheduled now.

If you're a tax professional seeking a high-impact role with a people-first firm that values technical excellence, meaningful client relationships, and quality of life—we’d love to connect.

***Apply or reach out directly: chuck@levelociti.com