Senior Tax Manager / Director – Wealth Management Firm
Location: Remote (Anywhere in the US)
Compensation: $200K–$250K base + Business Development Incentives + Sign-On Bonus
Apply confidentially: delano.williams@levelociti.com
We’re a nearly 100-year-old, independently owned wealth management and advisory firm serving high net worth families nationwide. We’re seeking a Senior Tax Manager or Director who wants meaningful client leadership without the pressure of public accounting—no billable hours, unlimited PTO, and a significantly lighter, more controlled busy season.
This is an opportunity for a seasoned professional to step into a strategic, client-facing leadership role, guiding complex tax engagements while helping shape the direction of the tax practice.
Why This Opportunity Stands Out
- No Billable Hours – No tracking, no quotas, no pressure
- Unlimited PTO – A culture that truly encourages time off
- Shorter, More Manageable Busy Season – Intentionally structured workload
- Remote Flexibility – Fully remote for East & Central Time Zones
- Stable, Longstanding Firm – Nearly 100 years old with zero private equity involvement
- High Retention – Average employee tenure of 9.5+ years
- Leadership Opportunity – Influence strategy without rigid partner-track pressure
- HNW Client Base – Deep, relationship-driven advisory work
What You Will Be Working On
- Lead and review complex 1040 engagements (~70–80% of workload) for high net worth individuals
- Oversee pass-through entities (S corps, partnerships, family investment structures)
- Provide advanced tax planning and strategic advisory services
- Serve as a primary client relationship leader for key HNW families
- Partner closely with wealth advisors on integrated planning strategies
- Drive practice development initiatives and contribute to firm growth
- Mentor and develop tax professionals; foster a high-performing, collaborative team
What We’re Looking For
- 8–12+ years of tax experience (public accounting, family office, or wealth management)
- Deep expertise in complex individual taxation (HNW focus)
- Strong experience with pass-through entities
- Trust & estate tax knowledge is a plus
- CPA or EA required
- Proven ability to manage client relationships and lead engagements
- Interest or experience in business development / practice growth
- Strong leadership, communication, and strategic thinking skills
- Comfortable operating in a remote-first, autonomous environment
Compensation & Benefits
- $200K–$250K base salary + performance incentives
- Sign-On Bonus available
- Unlimited PTO
- No billable hours
- Reduced, sustainable busy season
- Medical, retirement match, life & disability insurance
- Continuing education & certification support
- Progressive, people-first culture with strong technology adoption
If you're ready to step into a high-impact leadership role in a stable, client-focused wealth management environment—without the intensity of public accounting—this is a rare and compelling opportunity.
Apply today or email your resume to delano.williams@levelociti.com for confidential consideration.
To explore more opportunities, visit: levelociti.com/job-search
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