Tax Manager | Wealth Management | Fully Remote | Up to $150k + 15% Bonus

Location: Fully Remote (US applicants only)

Compensation: Up to $150k base + 10-15% performance bonus

Requirements: CPA required | 5-6+ years experience | 1-2+ years management experience

We are a nationally recognized wealth management firm managing over $30 billion in assets for ultra-high-net-worth clients. Our tax team supports sophisticated planning strategies for families with multi-generational wealth and complex financial structures.

Unlike traditional public accounting firms, we operate in a collaborative, advisory-focused environment where tax professionals work directly with financial advisors and investment teams to deliver comprehensive wealth management solutions.

What You'll Do:

• Lead sophisticated individual and business tax return preparation and quality review for clients with $5M+ net worth
• Supervise and develop junior tax professionals while providing technical mentorship
• Collaborate with wealth advisors on integrated tax planning strategies
• Drive strategic tax planning initiatives during off-season periods (not just a compliance role)
• Maintain direct client communication on tax matters and planning opportunities
• Participate in business development and client retention efforts

What You'll Bring:

• 5-6+ years of public accounting or wealth management tax experience
• 1-2+ years as Tax Manager or Supervisor with proven leadership skills
• Active CPA license required
• Proficiency with CCH Axcess and SurePrep software
• Experience advising high-net-worth clients directly
• Strong technical knowledge of complex individual and trust taxation

Why This Stands Out:

• No billable hour requirements - focus on quality work, not quantity
• Reasonable busy season - 50-55 hours maximum, genuinely enforced
• Strategic advisory work - meaningful tax planning during off-season, not just compliance
• Fully remote flexibility - work from anywhere in the United States
• Collaborative environment - work alongside investment professionals and estate planners
• Career advancement - leadership development and mentorship from senior tax directors

Total Compensation:

• Base: Up to $150,000 (commensurate with experience)
• Annual Bonus: 10-15% performance-based incentive
• Benefits:Comprehensive health, dental, and vision insurance
• 401(k) with 4% company match
• Professional development budget
• CPA license maintenance reimbursement
• Flexible PTO policy

Ideal Candidate:

You're an experienced tax professional ready to transition from traditional public accounting to a more strategic, advisory-focused role. You have experience leading teams and managing complex client relationships. You appreciate intellectual challenges but value work-life balance and want to work with affluent clients on sophisticated wealth planning strategies.

This position offers the opportunity to advance your career in wealth management while maintaining reasonable working hours, leading a team, and contributing to meaningful client outcomes.

Apply now, or send your resume directly to keith.shuler@levelociti.com for immediate consideration.

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

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