Position: High Net Worth Tax Manager – Fully Remote

(Also hiring Senior Managers & Associate Directors)

Salary: $140k–$200k+ (DOE) + Annual Bonuses

Highlights: No Billable Hours • Remote Path to Partner • Flexible Schedules • Manageable Workload

Location: Fully Remote - anywhere in the U.S.

We’re a Top 200 mid-sized CPA firm with 150+ professionals and 30+ years supporting High Net Worth individuals, executives, business owners, trusts, and multi-entity structures. Our Private Client Services team handles sophisticated compliance, planning, and advisory work with a strong emphasis on quality, collaboration, and long-term client relationships.

Our culture is consistently recognized as a Best Place to Work with no billable hour requirements, meaningful work with sustainable hours, clear advancement paths (including remote Partner opportunities), and a collaborative, people-first environment.

Role Overview

We’re seeking an experienced High Net Worth Tax Manager to lead and review complex Individual, Trust, Gift, and related pass-through engagements. You’ll manage client relationships, provide planning and advisory support, and help guide the continued growth of our PCS practice.

What You’ll Be Doing

• Review complex 1040s, Trust, Estate, and Gift returns
• Manage HNW client engagements, planning initiatives, and deliverables
• Provide tax strategy and advisory support across multi-state, multi-entity, and compensation planning
• Lead client communication and relationship management
• Mentor staff and contribute to PCS process improvements

What We’re Looking For

• 6+ years of public accounting experience in HNW / Individual / PCS tax
• CPA required; MST preferred
• Strong review experience across Individual, Trust, and multi-entity returns
• Excellent communication and client service skills
• Ability to manage multiple engagements in a remote environment

Senior Manager & Associate Director opportunities available for 8 - 15+ years of experience.

Benefits

• Time Off: 4 weeks PTO, 10 paid holidays, paid parental leave
• Financial/Retirement: Annual profit-sharing, 401(k) with employer contribution, competitive base salary
• Health & Wellness: 100% employer-paid employee-only medical, dental & vision; life insurance; STD/LTD
• Professional Development: CPE, mentorship, individualized growth paths
• Additional Perks: FSAs, firm-wide events, team gatherings, remote-work support

Ready to Make a Move?

If this position aligns with your next move, apply now to be considered. We’re actively interviewing and aiming to hire before year-end.

For more details, reach out to Alex.Higgins@levelociti.com

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