Estate, Gift & Trust Tax Professionals
Manager | Senior Manager | Director | Principal
Fully Remote Opportunities | Top National & Regional CPA Firms | Competitive Compensation ($150-350K+)
We're currently partnering with several highly respected CPA firms that are actively growing their Estate, Gift & Trust (EGT) practices. We have multiple openings ranging from Tax Manager through Principal for professionals who enjoy advising high-net-worth individuals, multi-generational families, trusts, estates, and closely held businesses.
Whether your passion is complex fiduciary compliance, sophisticated tax planning, or building long-term relationships with affluent clients and their advisors, we'd love to connect.
The Opportunities
These roles offer the chance to work alongside some of the most experienced Estate & Gift Tax professionals in public accounting while advising ultra-high-net-worth families, family offices, private business owners, and their trusted legal and financial advisors.
Depending on the firm and level, you'll have opportunities to:
- Lead sophisticated Estate, Gift & Trust tax engagements
- Advise high-net-worth families on wealth transfer and succession strategies
- Review and prepare complex fiduciary, estate, and gift tax returns
- Partner with attorneys, wealth managers, and family offices on integrated planning
- Mentor and develop talented tax professionals
- Play a meaningful role in growing an established and well-respected practice
Typical Areas of Focus
- Estate Tax (Form 706)
- Gift Tax (Form 709)
- Fiduciary Income Tax (Form 1041)
- High-Net-Worth Individual Tax (Form 1040)
- Estate & Trust Planning
- Wealth Transfer Strategies
- Charitable Planning
- Family Limited Partnerships & Complex Entity Structures
We're Looking For
- CPA required (EA considered for select opportunities), JD a plus
- Public accounting experience with a strong Estate, Gift & Trust focus
- Experience serving High-Net-Worth individuals, trusts, estates, and family entities
- Strong technical knowledge of fiduciary taxation and estate planning concepts
- Excellent client communication and relationship management skills
- Leadership experience is preferred for Senior Manager, Director, and Principal opportunities
HIGHLIGHTS
Every firm is different, but many offer:
- Fully remote or highly flexible work arrangements
- Competitive base salary plus annual bonus
- Clear path to Partnership or firm leadership
- Excellent work-life balance compared to traditional large public accounting firms
- Collaborative, technically sophisticated teams
- Comprehensive medical, dental, and vision coverage
- 401(k) with employer match
- Generous PTO and paid holidays
- Ongoing CPE, leadership development, and career advancement
Compensation
Compensation varies by firm and experience level, with opportunities generally ranging from Manager through Principal and offering highly competitive salary a bonus opportunities ($150-350K+ for base + bonus).
Interested?
Interviews are currently being scheduled with multiple firms nationwide.
Apply directly or you can send your resume confidentially to chuck@levelociti.com to learn more about the opportunities that best fit your background and career goals.
Additional nationwide CPA firm opportunities can be found at:
https://levelociti.com/job-search/