Trust & Estate Tax Manager | Top 100 Independent Accounting & Advisory Firm

Location: 100% Remote in the U.S.

About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with 5+ locations and over 200+ employees both regionally & nationally. Today, we're known as a "Best Place to Work" by multiple sources, including Accounting Today, and we encourage all of our employees to adopt our People-First mindset, which helps us foster a culture of collaboration and avoid the typical burnout you see in this industry.

Also, unlike many mid-sized regional firms today, we have remained independent for the past century and have no plans to change this or sell to private equity investors at any point. Instead, we choose to grow organically and prioritize our people & culture over the bottom line.

Why Work with Us:

• ~25% of our Staff have been successfully working 100% remotely
• Strong Company Culture that promotes Work-Life Balance to avoid burnout
• Top 100 Accounting & Advisory Firm independently in business for ~100 years
• 4/5 Star Reviews on Glassdoor & Ranked "Best Place to Work" since 2023

What We Are Looking For:

• Minimum 5-7+ years of Public Accounting & Tax Exp.
• Must have strong knowledge of Trusts, Estates, Gifts, and HNW/1040 returns
• Handling high-level tax compliance, planning, and client engagement
• Currently overseeing a tax team (reviewing work & supervising)

What We Can Offer:

• Competitive Salary Ranges (up to $180k+)
• Strong Annual Bonuses (based on merit/individual performance)
• Top of the line, full health benefits with a portion paid by firm (Medical, Dental, Vision)
• 401k Match AND Profit Sharing Plan
• Generous PTO & 10 Paid Holidays Off
• Remote position with equipment provided (little to no travel required, optional & all expenses paid)
• Growth opportunities, including a clear Partner Track (or Director path, if not interested in Partner)

What's Next?

If you enjoy working with Fiduciary tax and want to continue building your career in this space with a firm that can support your growth from both a work-life balance and resources perspective, then you'll want to learn more about this. Please apply today or email your resume directly to belle.arriaga@levelociti.com for additional information.