Senior Tax Manager – HNW (Fully Remote)

HNW Tax Manager (Fully Remote)

National CPA Firm | Award-Winning Culture | Private Client & Wealth Advisory Focus

A nationally recognized, top-ranked CPA firm is hiring for two key roles within its Private Client Services (PCS) practice:

• Senior HNW Tax Manager – ideal for experienced leaders with strong technical and advisory skills
• HNW Tax Manager – a step-up opportunity for high-performing Tax Seniors or Supervisors with proven HNW experience

Both positions require deep expertise serving high-net-worth individuals and families. Known for its collaborative culture and long-standing client relationships, the firm supports a diverse client base including executives, entrepreneurs, family offices, and ultra-high-net-worth households.

These are fully remote roles open to candidates nationwide. Occasional travel for client or team meetings may arise but is not required.

About the Firm

• Headquartered in Texas with a growing national footprint and fully remote model
• Recognized leader in tax, business, and advisory services
• Strong reputation serving HNW individuals, multigenerational families, trusts, estates, and closely held businesses
• Committed to career development, mentorship, and sustainable work-life balance
• Consistently named a “Best Place to Work” in the U.S.

The Opportunities

Senior HNW Tax Manager

• Lead tax planning and compliance engagements for sophisticated private clients
• Manage and review complex returns for HNW individuals, trusts, estates, family groups, and related entities
• Deliver proactive strategies in estate & gift planning, trust income taxation, charitable giving, liquidity events, and multistate/international issues
• Mentor and guide a team of professionals, providing technical oversight and leadership
• Serve as a trusted advisor, cultivating long-term client relationships

HNW Tax Manager

• Take ownership of tax compliance and planning for HNW individuals, families, and trusts
• Review and manage returns with growing involvement in advisory work
• Collaborate closely with senior managers and partners on complex strategies
• Mentor and develop junior team members while continuing to build technical depth
• Excellent stepping-stone role for Tax Seniors or Supervisors ready for the next level

Qualifications

Education

• Bachelor’s in Accounting, Finance, or related field required
• Master’s in Taxation or Accounting preferred

Experience

• Senior Manager: 10+ years in public accounting with 5+ focused on HNW/private client tax
• Manager: 5–8 years in public accounting with solid HNW/private client experience
• Strong knowledge of individual, trust, estate, and pass-through entity taxation
• Proven track record managing client relationships and complex engagements

Certifications

• CPA or EA required
• Advanced credentials (MST, CFP®, LLM, etc.) are a plus

Compensation & Benefits

• Base Salary: $130,000 – $200,000 (depending on role/experience)
• Performance-based bonus opportunities
• Fully remote flexibility – work from anywhere in the U.S.
• Comprehensive medical, dental, and vision insurance
• Wellness and telehealth programs
• Company-paid life and disability insurance
• FSA, HSA, and 401(k) with employer match
• Paid parental leave and generous PTO
• Legal, identity theft protection, and mental health/EAP support

Ready to Join?

Interviews are being scheduled now with flexible availability.

If you’re a private client tax professional seeking a people-first firm that values technical excellence, meaningful client relationships, and your quality of life — we’d love to connect.

****Apply today or send your resume directly to: chuck@levelociti.com

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