Location: Remote (must be based in the U.S.)

Compensation: Competitive Salary ($80k-120k+) & Strong Annual Bonuses (~8-10%)

Benefits:

• 401k Match up to 5%
• Unlimited PTO Model
• Reduced Summer Hours (~35 hours/week)
• Lower Busy Season Hours vs. CPA Firms & NO tracking of billable hours

HNW Senior Tax Associate/ Tax Advisor

About Us: We are one of the fastest-growing Wealth Management firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services. Over the past 5 years alone, we've grown and now have 150+ employees nationwide and over $50 Billion in AUM. From this, we have 20+ people on our Tax team focused exclusively on working with HNW clients & their associated businesses.

We've also fully embraced the remote work model & are actively looking to add a new Tax Advisor to our growing Tax team.

Some things that set us apart from the traditional Public Accounting environment are that we have a true emphasis on work-life balance and do not track billable vs. total hours. As long as the work is getting done, you have the opportunity to thrive in a fully remote setting, working exclusively with HNW clients.

With this Tax Advisor role, while you will still be handling compliance for Individuals & Business/Fiduciary returns, you'll also be handling hands-on advising/client engagement responsibilities as well.

Why Work with Us:

• NO Billable Hours Tracked
• Lower Busy Season Hours vs. Traditional CPA Firm environment, without sacrificing the work you enjoy
• Opportunity to work exclusively with HNW clients and their associated businesses
• We've done 6+ placements over the past several years on their Tax Team here with 0% turnover
• Continuous L&D and mentorship opportunities with a Top 10 Wealth Management Firm that internally promotes for Management

What We Are Looking For:

• CPA or CPA Candidate (will also consider EA)
• Minimum 3-5+ years of Public Accounting & Tax Exp.
• Must have Strong 1040 Exp. (prefer this to be at least 50% of your focus)
• Prior experience working with High-Net-Worth clients and their associated entities
• CCH Axcess Exp. preferred

What We Can Offer:

• Competitive Salary Ranges ($80k-120k+)
• Strong Annual Bonus Structure
• 100% Remote Flexibility
• Full Health Benefits (Medical, Dental, Vision)
• 401k Match up to 5%
• Unlimited PTO Model
• Opportunity to do more than just compliance work with a Wealth Management vs. CPA Firm

What's Next?

If you enjoy working with High-Net-Worth/ Private Client Service clients and are ready to take your career to the next level in a fully remote setting with an established Wealth Management firm - please apply today or email your resume to belle.arriaga@levelociti.com to be considered. We just started coordinating interviews & are flexible to work with your schedule.

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