Job: Tax Manager
Location: Greater Kansas City area
Compensation: Competitive Salary ($125k-160k+) & Strong Bonuses
Benefits:
- 401k Match up to 5%
- Generous PTO & Only 1 Busy Season
- Summer Fridays Off (May-August)
- Opportunity to work with HNWIs in an RIA firm environment vs. the typical Public Accounting CPA role
About Us: We are one of the fastest-growing, Mid-Sized Wealth Management/ RIA firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services for over 20 years. We also have over $8 Billion in AUM and are in growth mode nationwide. As of this year, we are also ranked in the Top 60 RIA Firms in the United States.
Over the past 2+ years alone, we've grown our teams by 90% across the U.S. and are continuing to grow, with plans to add at least 8 more people to our Tax team this year. We also offer a strong company culture and resources to support our team's growth.
Why Work with Us:
- NO Billable Hours Tracked
- Opportunity for Equity in the firm as you grow
- Ability to work exclusively with High-Net-Worth & Ultra HNW Clients
-
Lower Busy Season Hours vs. Traditional CPA Firms (Max 50-55/week & never working Sundays)
What We Are Looking For:
- Active CPA, EA, or J.D.
- Minimum 5-7+ years of Public Accounting / Tax Exp.
- Previous Exp. working with High-Net-Worth Individuals preferred
- Tax Compliance, Planning, and Client Engagement Exp. (1040s, 1065, 1120S, 1041 etc.)
What We Can Offer:
- Competitive Salary Ranges ($125k-160k+) & Bonuses
- Full Health Benefits (Medical, Dental, Vision)
- 401k Match up to 5%
- Unlimited PTO
- Emphasis on Work Life Balance - Summer Fridays Off (every May-August)
- Career Stability + Unique opportunity to work for an established Wealth Management firm during growth mode
If interested, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration. (We are actively interviewing)