Position: Tax Manager
Location: Fully Remote (US applicants only)
Compensation: Up to $150K + 10-15% Performance Bonus
About Our Firm
We are a nationally recognized wealth management firm managing over $30 billion in assets for ultra-high-net-worth clients. Our tax team supports sophisticated planning strategies for families with multi-generational wealth and complex financial structures.
Unlike traditional public accounting firms, we operate in a collaborative, advisory-focused environment where tax professionals work directly with financial advisors and investment teams to deliver comprehensive wealth management solutions.
Position Overview
We are seeking an experienced Tax Manager to join our growing tax department. This role offers the opportunity to lead complex tax matters for high-net-worth individuals while maintaining a genuine work-life balance in a fully remote environment.
Key Responsibilities:
- Lead and oversee sophisticated individual and business tax return preparation
- Manage and perform quality assurance on complex filings for clients with $5M+ net worth
- Supervise junior tax professionals and provide technical guidance
- Collaborate with wealth advisors on integrated tax planning strategies
- Lead strategic tax planning initiatives during off-season periods (not just a compliance role)
- Maintain direct client communication on tax matters and planning opportunities
- Participate in business development and client retention efforts
Compensation & Benefits Base Salary: Up to $150,000 (commensurate with experience) Annual Bonus: 10-15% performance-based incentive
Benefits Package:
- Comprehensive health, dental, and vision insurance
- 401(k) with company matching - up to 4%
- Professional development budget
- CPA license maintenance reimbursement
- Flexible PTO policy
Work Environment & Culture
- No billable hour requirements
- Busy season limited to 50-55 hours maximum
- Strategic advisory work during off-season periods
- Fully remote position - work from anywhere in the United States
Professional Growth Opportunities:
- Exposure to sophisticated wealth management strategies
- Collaboration with investment professionals and estate planners
- Continuing education support and career advancement pathways
- Mentorship from senior tax directors
- Leadership development and team management experience
Required Qualifications
- Minimum 5-6+ years of public accounting or wealth management (in tax) experience
- At least 1-2 years as a Tax Manager (or Supervisor)
- Public accounting or wealth management background with management experience
- Active CPA license in good standing
- Proficiency with CCH Axcess and SurePrep software
- Experience advising high-net-worth clients directly
- Proven leadership and team management skills
- Strong technical knowledge of complex tax matters
Ideal Candidate Profile
You are an experienced tax professional looking to transition from traditional public accounting to a more strategic, advisory-focused management role. You have experience leading teams and managing complex client relationships. You appreciate intellectual challenges but value work-life balance. You have extensive experience working with affluent clients and understand the nuances of sophisticated tax planning strategies.
This position is ideal for professionals seeking to advance their careers in the wealth management industry while maintaining reasonable working hours, leading a team, and contributing to meaningful client outcomes.
Application Process
We are looking to fill this position promptly to support our expanding client base. Qualified candidates are encouraged to apply immediately for consideration.
Please apply today, or please send your resume directly to keith.shuler@levelociti.com