Trust & Estate Tax Director | Top 100 Independent Accounting & Advisory Firm

Location: 100% Remote in the U.S.

About Us: We are a Top 100 Mid-Sized Regional Accounting & Advisory leader with 5+ locations and over 200+ employees across the U.S. We've been in business for the past 100 years and have also been in growth mode nationwide as we have fully embraced the remote work model. Unlike many mid-sized regional firms today, we have remained independent for the past century and have no plans to change this. Instead, we choose to grow organically and prioritize our people & culture first.

For this leadership role on our EG&T team, you can expect the majority of your time to be spent with Trusts, Estates, and Gifts & their associated 1040s - there will be little to no time spent on business returns, as that is handled by a separate team. You'll also have clear opportunity to become a Partner in the future despite being remote (if that interests you).

Why Work with Us:

• Set-Up for Remote Success - Over 30% of our team works fully remote
• Strong Collaborative Culture & Flexible Schedules - No micromanagement
• Top 100 Accounting & Advisory Firm independently owned for 100+ years
• 4/5 Star Reviews on Glassdoor & Ranked "Best Place to Work" since 2023

What We Are Looking For:

• Minimum 10-15+ years of Public Accounting & Tax Exp.
• Must have strong knowledge of Trusts, Estates, Gifts, and HNW/1040 returns
• Handling high-level tax compliance, planning, and client advisory
• Currently overseeing a tax team while being the main POC for clients

What We Can Offer:

• 100% Remote w/ equipment provided
• Competitive Salary Ranges (up to $300k+)
• Strong Annual Bonuses (based on merit/individual performance)
• Top-of-the-line, full health benefits with a portion paid by firm (Medical, Dental, Vision)
• 401k Match AND Profit Sharing Plan
• Generous PTO & 10 Paid Holidays Off
• Growth opportunities, including a clear Partner Track (1-2 years)

What's Next?

If you're looking for your next step in leadership where you can be EG&T and HNW focused with the support of a Top 100 Firm offering remote flexibility, then apply today or email your resume to belle.arriaga@levelociti.com for more details.

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