Hybrid Tax & Wealth Advisor

Location: 4 days in office in either Richmond, VA or Pittsburgh, PA

Compensation: Up to $150K base salary + bonus

We're partnering with an established, highly respected multi-family office that works with high-net-worth and ultra-high-net-worth families on complex financial, tax and wealth planning needs. The firm takes a truly holistic approach, bringing Tax, Financial Planning, Investments, Estate Planning, Philanthropy and Family Office services together to provide clients with comprehensive advice.

This is a unique opportunity for a tax professional who wants to move beyond traditional compliance and become a meaningful part of the broader client advisory relationship. You’ll work with sophisticated families, have direct client exposure, and collaborate closely with attorneys, CPAs and other professional advisors.

What you’ll be doing:

• Serve as a primary advisor for assigned HNW/UHNW client relationships
• Prepare individual, trust, partnership, nonprofit & gift tax returns, including 1040s, 1041s, 1065s, 990s & 709s
• Provide tax planning, projections & preparation as part of broader client financial planning
• Work across estate planning, investment coordination, cash flow planning & family office needs
• Lead client meetings and work directly with clients, CPAs, attorneys, business managers & other professional advisors
• Support complex family office relationships and coordinate deliverables across internal teams

What they’re looking for:

• 5+ years of experience across Tax, Financial Planning, Family Office, Investment Advisory or a related client advisory environment
• Strong hands-on tax preparation + tax planning experience
• CPA, CFP or EA required
• Experience working with HNW/UHNW clients and managing client relationships
• Strong communication skills and the ability to translate complex tax & financial concepts into practical advice

The opportunity:

• 4 days/week in office with hybrid/remote flexibility
• Competitive salary + bonus potential
• Comprehensive medical, dental, vision, life & disability benefits
• 401(k) with profit sharing
• Professional development, certification & continuing education support
• PTO, parental/family leave & flexible scheduling

If you're a tax professional who wants to move beyond traditional compliance and work directly with sophisticated clients across tax, financial planning and wealth management, I'd be happy to connect. Please apply or send your resume directly to Isabel.Booth@Levelociti.com for a confidential conversation.

Even if this opportunity isn't the right fit, we work with public accounting & wealth management firms across the country, and may have other positions that are a better match for your background and career goals.

Check out our website for additional roles: https://levelociti.com/job-search/