Fully Remote Senior Tax Manager - Trusts, Estates, & HNW Clients

Location: Fully Remote (U.S. Based)

Compensation: $150K-$250K+ Base Salary & Annual Bonus

We are a Top 100 CPA Firm serving HNW individuals, family offices, trusts, estates, closely held businesses, and multigenerational families. Our practice is built on deep technical expertise, exceptional client service, and a modern remote-first culture. We are seeking a Senior Tax Manager or Director to lead complex trust, estate, gift, and individual tax engagements while serving as a trusted advisor to clients and mentoring a high-performing team.

Responsibilities

• Lead complex trust, estate, gift, and HNW individual tax engagements
• Review Forms 1041, 706, 709, and complex individual returns
• Advise clients on estate planning, wealth transfer strategies, charitable planning, and fiduciary matters
• Manage client relationships and act as a primary point of contact
• Mentor and develop managers, seniors, and staff accountants

Qualifications

• Active CPA or EA - JD/LLM is nice to have
• 8+ years of public accounting & tax experience
• Significant experience with trusts, estates, gifts, and HNW taxation
• Strong technical knowledge of fiduciary and estate tax compliance
• Excellent client-facing and communication skills

Compensation & Benefits

• Base salary up to $250K+ (depending on level & experience)
• Annual performance bonuses
• 100% remote work environment
• Lower busy season hours
• 401K with company match + profit sharing
• Clear path to Partner level

If you're an experienced Trust & Estate tax professional who enjoys complex planning work, direct client interaction, and the flexibility of a fully remote environment, we'd like to hear from you! Please apply directly or send your resume to Isabel.Booth@Levelociti.com for confidential consideration.

**Tax Directors with strong trust & estate experience are also highly encouraged to apply as we have additional roles at higher levels**

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