Location: 100% Remote - must be based in the U.S.

Compensation: Competitive Salary (up to $165k+) & Strong Bonuses

Benefits:

• Low Billable Hours (only 1375/year!)
• Top of the Line Benefits Package
• Generous PTO starting at 25 days + 2 weeks paid Holidays
• 100% Remote Flexibility - proven success with this model

HNW Trusts & Estates Tax Manager - Low Billable Hours w/ Top 100 Best Place to Work Firm

About Us:

We are a Mid-Sized Independent Accounting & Advisory firm in business for over 45+ years and still growing. Today, we have a presence nationwide with about 200+ employees in over 20 States. We’re also consistently recognized as one of the most admired and respected firms in the industry, with our leadership reflecting our values. For our book of business, our team partners with clients in a variety of industries ranging from HNW, Real Estate, and Technology to Non-Profit, Construction, M&D, Food & Beverage, and more.

Most importantly, we're known for our "People First" culture & the way we treat our team. For example, we offer remote flexibility, annual holiday parties (all remote employees flown out), and low billable hours so you can thrive in your professional & personal life. Because of this, we have very low turnover and are growing organically vs. through acquisitions. We're also proud to be 100% independently owned for over 45 years, with no plans to change this.

Due to growth, we're currently looking to expand our HNW team by adding a new Tax Manager! For this role, you can expect the majority of your time to be spent handling HNW 1040s + Trust 1041 returns. Outside of this, you will also handle some Estate & Pass-through associated with these clients. You'll also have the opportunity to do more than just compliance work and have hands-on client engagement and advising exposure as well.

Why Work with Us:

• Top 100 CPA Firm in the U.S. for 2025
• Named One of the Most Diverse Accounting Firms - 60% of Partners are Women
• Low Billable Hours (1375/year for Managers)
• Unique Perks (Annual Trips, Holiday Parties, Post-Busy Season Celebration)
• We make our remote employees (~25% of our team) feel like they are still part of a strong, supportive team even without coming into an office - you won't feel alone!

What We Are Looking For:

• Active CPA License
• Master’s in Taxation or JD/LLM in Tax a plus
• Minimum 5-7+ years of Public Accounting & Tax experience
• Strong Exp. with HNW Individuals (1040) and Trust (1041) returns
• Strongly Prefer Exp. with Pass-throughs, Estate, and/or Gift Tax returns

What We Can Offer:

• Competitive Comp Packages (Base up to $165k + Annual Bonuses)
• Top of the Line Health Benefits (Medical, Dental, Vision)
• Low Billable Hours (1375 annually for Managers)
• Remote Flexibility w/ equipment provided
• 401k Match + Profit Sharing Plans
• Generous PTO starting at 5 weeks, along with Paternity & Maternity Leave
• Emphasis on internal growth opportunities, including a clear Partner track program
• Remote employees have the opportunity to join us on an all-expenses-paid trip to our HQs for key meetings/events

What's Next?

If you enjoy working in the High-Net-Worth space but want to do this without the unrealistic draining busy season hours, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration - we are actively recruiting and looking to add top talent by the New Year!

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