Senior Tax Associate/Preparer – High Net Worth Individuals (HNWIs) - Wealth Management

No Billable Hours | Collaborative Team | Growing Mid-Size Wealth Management Firm

Location: Fully Remote (U.S. Based)

Employment Type: Full-Time

Salary: Up to $115K Base + 10% Bonus

Requirements: At least 3 Busy Seasons, CCH Axcess Experience

About Us

We are a growing, mid-sized Wealth Management and Tax Advisory firm dedicated to helping high-net-worth individuals, families, and business owners simplify complexity and build lasting financial legacies. Our integrated approach combines wealth management, financial planning, and proactive tax strategy.

We believe great work doesn’t require billable hour pressure — it requires trust, collaboration, and a commitment to excellence.

The Opportunity

We’re seeking a Senior Tax Preparer who has deep experience serving high-net-worth individuals and complex tax situations. You’ll work directly with a team of advisors, CPAs, and financial planners to deliver thoughtful, high-quality tax solutions — without worrying about tracking every minute.

This is a role for someone who values impact over timesheets and wants to be part of a firm that’s growing fast while maintaining a boutique feel.

What You’ll Do

• Prepare and review individual, fiduciary, and related entity tax returns for HNW clients
• Collaborate with advisors and planners to identify proactive tax planning opportunities
• Maintain awareness of current tax laws and strategies affecting high-net-worth clients
• Provide clear, confident communication to clients and team members
• Contribute to process improvements as our firm continues to expand

What We’re Looking For

• 5+ years of experience in tax preparation with a focus on HNW clients
• CPA, EA, or equivalent professional designation (preferred)
• Strong knowledge of individual, trust, and investment-related tax issues
• Excellent communication and interpersonal skills
• A collaborative mindset — no ego, no billable-hour mindset, just great work

Why Join Us

• No billable hours — focus on quality, not the clock
• Work Life Balance - Less Hours that a Traditional CPA Firm
• Competitive compensation and benefits - Up to $115K Base + 10% Bonus
• Growth opportunities within a thriving, people-first firm
• Flexible work environment — Fully Remote - anywhere in the U.S.
• A culture built on respect, balance, and professional excellence

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

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