100% Remote Tax Senior | No Billable Hours | Top Wealth Management Firm | Up to $110k + Bonus

Location: 100% Remote (United States)

Compensation: Up to $110,000 base + 10–15% annual bonus

Requirements: 2–3+ years tax experience | CPA or EA preferred — eligible candidates welcome

We are a nationally recognized wealth management firm managing over $30 billion in assets for high-net-worth and ultra-high-net-worth families across the country. We are not a public accounting firm — we are a wealth management platform with an integrated tax practice that works alongside financial planners and investment specialists to deliver comprehensive wealth solutions for some of the most sophisticated clients in the country.

We are hiring a Tax Senior to join our growing remote tax team. If you have spent a few years in public accounting doing HNW work and are ready to make a move into a firm where the hours are reasonable, the work is interesting, and the environment is genuinely different, this is worth your time.

Why This Role Is Different

• No Billable Hours — Ever — We do not track billable hours. You are measured on the quality of your work and your client relationships — not a timesheet
• Busy Season That Stays Manageable — Our team averages 50–55 hours per week during busy season. We file returns on time, which means extension season is not the second wave of chaos it is at most firms
• More Than Just Compliance — Outside of busy season, the work shifts to proactive tax planning and wealth strategy alongside our advisors. You will develop real advisory skills, not just prep experience
• Work With Clients in Your Market — Wherever you are located, you will be working primarily with clients in your region. Real relationships, not a faceless compliance role
• Unlimited PTO — And a culture where people actually use it
• Clear Path to Manager — We develop our people and promote from within. The path forward is real and actively supported

What We Are Looking For

• 2–3+ years of tax experience in public accounting or private wealth
• CPA or EA preferred — eligible candidates actively pursuing licensure welcome
• Solid foundation in individual and trust taxation — HNW exposure a plus
• Comfortable preparing complex returns and communicating directly with clients
• Detail-oriented, self-directed, and comfortable working fully remote
• Eager to grow beyond compliance into real advisory work

What We Offer

• Base salary up to $110,000, commensurate with experience
• Annual discretionary bonus — 10–15%
• Unlimited PTO + two floating holidays + all standard US holidays
• Medical coverage — multiple Cigna plan options
• 401(k) — up to 4% employer match when employee contributes 5%
• Commuter benefits — pre-tax contributions up to $325/month
• Employee Assistance Program — 24/7 mental health and wellness support
• No billable hour tracking — ever

Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.

To view our other postings: levelociti.com/job-search

Tax Associates and Managers with HNW experience are also encouraged to apply — there may be an opportunity at your level as well.

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