Remote HNW Tax Manager | Independent Boutique CPA Firm | Partner Track | Low Busy Season Hours

Location: 100% Remote (Must be located in the US & authorized to work)

Compensation: Up to $160,000 base + discretionary bonus

Requirements: 5–7+ years public accounting tax experience with HNW focus | CPA required

We are an independently owned CPA and advisory firm that has been building something quietly for nearly five decades. No private equity. No acquisition conversations. Just a firm that has grown organically, held onto its culture, and earned a reputation that speaks for itself — the kind you build when people actually want to stay. Average employee tenure exceeds 6.5 years. That is not a coincidence.

We are hiring a HNW Tax Manager to join a growing remote practice focused on high-net-worth individuals, families, trusts, and estates. If you have spent years doing sophisticated HNW work and want a firm where that expertise is valued — not commoditized — this is worth your time.

Why This Role Stands Out

• True Partner Track — This firm promotes from within and has the tenure data to back it up. The path from Manager to Partner is real, visible, and actively supported
• Summer Hours That Are Actually Shorter — Every summer the firm shifts to a reduced workweek, firm-wide. Not a pilot program. A real, structured benefit
• Busy Season With Boundaries — Hours are intentionally capped and managed. When the deadline passes, it is over — no extended crunch, no moving target
• Remote With Real Community — A significant portion of the professional staff works fully remotely. The firm flies remote employees in regularly — all expenses paid — for company events and meetings. You are part of the team, not apart from it
• Sabbatical Leave — A genuine sabbatical program for long-tenured employees. Rare in public accounting at any firm size
• Independently Owned — No PE — The culture, the client relationships, and the autonomy you value are protected because leadership has chosen to keep it that way

What We Are Looking For

• Active CPA required
• 5–7+ years of public accounting tax experience with a meaningful HNW focus
• Strong technical foundation in high-net-worth individual taxation, trust and estate planning, and pass-through entities
• Experience managing client relationships and reviewing the work of tax staff
• Comfortable advising clients directly on complex planning matters
• Self-directed and comfortable operating in a fully remote environment

What We Offer

• Base salary up to $160,000, commensurate with experience
• Discretionary performance bonus
• Reduced summer workweeks — firm-wide, every year
• Generous PTO plus paid holidays
• Sabbatical leave eligibility
• All-expenses-paid remote employee fly-outs — multiple times per year
• Full continuing education and professional development reimbursement
• Company events throughout the year — remote employees always included

Please apply today or email your resume directly to keith.shuler@levelociti.com for faster confirmation.

Check out our other postings here: levelociti.com/job-search

Tax Senior Managers and Directors with HNW experience are encouraged to apply — there may be an opportunity at your level as well.

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