About Us:

We are an independent, 100% employee-owned, fee-only fiduciary wealth management firm with over 30 years of steady growth. We are not a public accounting firm. Investment, financial planning, estate, and tax teams all work together in-house, so clients get one fully integrated relationship rather than a handoff between outside providers. Due to continued growth, we're adding a Tax Manager / Senior Tax Manager to our tax team. You'll work with business owners, senior executives, and multi-generational wealth families, using your technical review skills to make a direct impact on complex client situations. Our remote model is already proven, with remote tax leaders on the team today, and we're hiring beyond our home market.

Why Work with Us:

• No Billable Hours - work from an assigned client list and a shared prep queue instead of chasing a utilization target
• Capped busy season hours - expectation of 55-60 hours/week, with anything over 55 paid at straight time
• Tax as one piece of a fully integrated client relationship (investments, planning, estate, and tax under one roof)
• 100% employee-owned, so incentives stay aligned with the people doing the work
• Sophisticated, high-touch clients well beyond routine 1040 prep
• Opportunity to join an established, collaborative tax team with real remote flexibility

What We Are Looking For:

• Active CPA
• Tax Manager: 5-6+ years of Tax Experience | Senior Tax Manager: 8-10+ years of Tax Experience
• Strong technical review background on individual (1040) returns and comfortable signing off on them

What We Can Offer:

• 100% Remote Position
• Annual team incentive bonus
• Overtime pay at straight time for all hours over 55/week
• 401k with employer match, regardless of your own contribution
• Medical benefits with employer premium contribution (dependent coverage available)
• Competitive PTO

What's Next?

If you want a real cap on your hours, no billable targets, and a role where tax is valued as a core part of the client relationship, please apply today or email your resume to kirklin.abercrombie@levelociti.com for immediate consideration AND quick access to all available opportunities. We're actively interviewing and hiring now.

Looking for something different?

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

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