Private Wealth Tax Manager & Senior Tax Manager (Fully Remote)

National Wealth Management Firm | Advisor-Integrated Model | Sustainable Hours

A nationally growing wealth management firm is expanding its in-house tax team and can hire at either the Tax Manager or Senior Tax Manager level, depending on experience (2 open roles).

This team supports high-net-worth individuals and families through a true advisory-first model, working closely with financial advisors and estate planning teams. The environment is intentionally built to avoid traditional public-accounting busy seasons, with a strong emphasis on planning, continuity, and predictable workloads.

Fully remote across the U.S. - Minimal travel, if any.

About the Firm:

• National wealth management platform with a growing remote tax organization
• Integrated model combining tax, financial planning, estate planning, and investment advisory
• Deep HNW and UHNW client base (entrepreneurs, executives, multigenerational families)
• Structured to avoid public-accounting style busy-season burnout
• Long-term client relationships and sustainable career paths

The Roles:

Senior Tax Manager – Private Wealth

• Lead tax planning and compliance for sophisticated private clients and family groups
• Review complex individual, trust, estate, and pass-through entity returns
• Drive proactive strategies around estate & gift planning, trust taxation, charitable planning, liquidity events, and multistate issues
• Partner directly with advisors to deliver integrated, long-range planning
• Serve as a consistent point of contact for clients
• Mentor team members without heavy leverage or churn

Tax Manager – Private Wealth

• Manage tax compliance and planning for HNW individuals, trusts, and related entities
• Review returns while expanding involvement in higher-level planning work
• Collaborate closely with senior tax leadership and wealth advisors
• Support junior professionals while deepening technical expertise
• Ideal for Managers or strong Supervisors ready for a step-up role

Qualifications:

Education

• Bachelor’s degree in Accounting, Finance, or related field required
• Master’s in Taxation or Accounting preferred

Experience

• Senior Tax Manager: 8–12+ years of tax experience with a strong HNW/private client focus
• Tax Manager: 5–8+ years of experience working with individuals, trusts, estates, and pass-throughs
• Background in public accounting, family office, or wealth management environments
• Comfortable in an advisory-driven, planning-oriented role

Credentials

• CPA or EA required
• MST, CFP®, or estate-focused credentials are a plus

Compensation & Benefits

• Base Salary: $145,000 – $195,000 (flexible based on level and experience)
• Annual bonus opportunities
• Fully remote work environment
• Predictable, sustainable hours with no traditional public-accounting busy season
• Medical, dental, and vision coverage
• 401(k) with employer match
• Generous PTO and paid holidays
• Paid parental leave
• Wellness and mental health resources

Highlights:

• Hiring flexibility at Tax Manager or Senior Tax Manager level
• Significantly fewer busy-season spikes than public accounting
• Advisory-first, planning-driven tax work
• Long-term client relationships vs. annual churn
• Senior-level impact without partner-track pressure

Interested?

Interviews are being scheduled now with flexible availability.

If you’re a tax professional who enjoys HNW work but wants more balance, better planning work, and fewer fire drills, let’s connect.

Apply directly or send your resume to:

chuck@levelociti.com

To view additional roles we are recruiting for, visit:

https://levelociti.com/job-search/

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