Tax Senior - Private Client Services

Remote flexible however candidates MUST reside in the U.S.

Salary: Up to $125K w/ annual bonus (depending on experience)

We are a growing wealth management and advisory firm seeking a Tax Senior to join our Private Client tax team. This is a strong opportunity for someone with HNW tax experience who wants better work-life balance, flexibility, and exposure to sophisticated clients. Our team works closely with HNW and UHNW individuals in a collaborative, non-micromanagement environment with strong long-term growth potential.

Highlights:

• Fully remote work environment
• No billable hour tracking!
• Busy season averages around 50-55hrs
• Strong mentorship and growth opportunity

Key Responsibilities:

• Prepare and handle high-volume 1040 work for HNW clients
• Support senior team members on tax engagements
• Manage deadlines and client deliverables during busy season
• Build technical experience within Private Client tax

What We're Looking For:

• Minimum 2+ years of tax experience
• Public accounting experience preferred
• Strong individual tax preparation experience
• HNW/1040 focused background required
• CCH Axcess experience required
• CPA or CPA track is a plus

Compensation & Benefits:

• Base salary up to $125K
• Annual discretionary bonus
• Unlimited PTO
• 401K + employer match
• Medical, dental, and vision coverage
• Paid holidays + floating holidays
• Employee wellness resources

If you're looking for a tax opportunity with better work-life balance, sophisticated client exposure, and long-term growth potential, we'd love to connect. Please apply directly or send your resume to Isabel.Booth@Levelociti.com confidential consideration.

**Tax Managers with strong HNW individual tax experience are also highly encouraged to apply as we have additional roles at a higher level**

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