Senior Tax Manager – High Net Worth (Fully Remote, MST/PST Preferred)

National CPA Firm | Private Client Advisory | People-First Culture

A nationally respected CPA and advisory firm is expanding its Private Client Services (PCS) practice and is seeking two experienced professionals to join the team:

• Senior HNW Tax Manager – for seasoned leaders ready to guide sophisticated client engagements
• HNW Tax Manager – for rising stars (Senior/Supervisor level) looking for the next step in their career

Both roles focus on advising and serving high-net-worth individuals, multigenerational families, entrepreneurs, and family offices. The firm is known for its collaborative, supportive culture and strong reputation across the U.S.

These are remote opportunities available to candidates nationwide (with a preference for MST / PST time zones). Travel is optional and only occasional.

About the Firm

• Headquartered in the Western U.S. with a national reach and fully remote model
• Recognized for excellence in tax, advisory, and business services
• Extensive experience with HNW individuals, trusts, estates, and closely held entities
• Prioritizes mentorship, career growth, and sustainable work-life balance
• Repeatedly named one of the “Best Places to Work” in the country

The Roles

Senior HNW Tax Manager

• Lead tax compliance and planning for complex private client groups
• Review returns for HNW individuals, trusts, estates, and related entities
• Provide forward-looking guidance on estate & gift planning, trust taxation, liquidity events, charitable giving, and multistate/international issues
• Mentor and manage a team, providing technical guidance and leadership
• Act as a trusted advisor, building lasting client relationships

HNW Tax Manager

• Manage compliance and tax planning for HNW families and trusts
• Review and oversee filings with increasing exposure to advisory projects
• Partner closely with senior leadership on sophisticated planning strategies
• Mentor junior staff and continue developing advanced technical skills
• Excellent career path for motivated Tax Seniors or Supervisors

Qualifications

Education

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

Experience

• Senior Manager: 10+ years public accounting, with 5+ in HNW/private client tax
• Manager: 5–8 years in public accounting with demonstrated HNW experience
• Strong background in individual, trust, estate, and pass-through entity taxation
• Proven ability to manage complex engagements and client relationships

Certifications

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

Compensation & Benefits

• Base Salary: $130,000 – $200,000 (dependent on experience/role)
• Performance-based bonus opportunities
• Fully remote – work from anywhere in the U.S.
• Comprehensive health, dental, and vision coverage
• Company-paid life & disability insurance
• 401(k) with employer match, FSA & HSA options
• Paid parental leave, generous PTO, wellness programs
• Mental health/EAP support, legal and identity protection

Interested?

The firm is interviewing now and moving quickly.

If you’re seeking a firm that values technical expertise, meaningful client relationships, and your quality of life — we’d love to hear from you.

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

For more opportunities, visit: https://levelociti.com/job-search/