Remote Ultra High-Net-Worth Tax Manager | Top 50 Independent CPA Firm

Location: Must be based in the U.S.

About Us:

We are one of the largest independently-owned CPA firms in the U.S., with a history spanning over 60+ years. Today we've grown to over 600+ employees, with offices across multiple states on the West Coast alongside a large remote presence nationwide.

We're also consistently recognized as a "Top Regional Accounting Firm" and a "Best Place to Work", with accolades from leading industry publications including Inside Public Accounting & Accounting Today. While we're a larger regional firm, we operate in small, close-knit teams, giving you the collaboration and quality of a boutique practice with the resources and stability of an industry leader.

Due to our growing book of business, we're actively looking to add a High-Net-Worth Tax Manager to our growing Tax team. In this role, you'll have the opportunity for a clear Partner track, a strong collaborative culture, and competitive benefits including fully remote flexibility. You'll also have the opportunity to partner exclusively with HNW + Ultra HNW clients and work on a team dedicated to this space. This includes handling their associated 1040s, Fiduciary Taxes, and Private Foundations/990s.

Why Work with Us:

• Top 50 CPA Firm in the U.S. with a strong reputation (4/5 Stars on Glassdoor)
• Opportunity for clear growth opportunities including Partner track
• Partnering with upscale High-Net-Worth & Ultra HNW clients
• Supportive leadership team and strong tenured staff with low turnover

What We Are Looking For:

• Active CPA (will also consider J.D. or LLM)
• Minimum 8-10+ years of Public Accounting & Tax Exp.
• Prior experience partnering with HNW & UHNW clients with net-worth up to $100M+
• Must have strong experience reviewing 1040s & associated entities (Trusts, Estates, Gift, 990/Private foundations)

What We Can Offer:

• 100% Remote w/ equipment provided for home office set-up
• Competitive Salary Ranges (up to $180k+)
• Annual Bonuses (Performance-based)
• Generous PTO & Paid Holidays
• Comprehensive Benefits Package (Medical, Dental, Vision, and more)
• Opportunity for Director/Partner track, even in a fully remote setting
• Unique benefits including mental health resources, wellness programs, & lower hours during non-busy season

What's Next?

If you want to continue working with HNW clients with the support & flexibility needed to be successful in your career, then please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration!

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