Title: Remote Sr. Tax Manager

Location: Fully Remote (U.S. Based)

Salary Range: $160,000 – $225,000 Base (DOE) + Bonus

Job Type: Full-Time | Remote | Direct Hire

Join a High-Caliber CPA Firm Supporting High Net Worth Clients Nationwide

Are you a tax professional with deep expertise in High Net Worth, Trust, and Estate taxation? Looking for a role that offers flexibility, autonomy, and real growth potential—all while working from wherever you are in the U.S.? If so, we’d love to meet you.

We’re a growing mid-sized public accounting firm with national reach and a personalized, boutique-style service model. Our client base includes high-net-worth individuals, multigenerational family groups, and complex trust and estate structures. We pride ourselves on delivering thoughtful, high-impact tax strategies rooted in integrity and precision.

As demand continues to grow, we’re expanding our team and looking for an experienced Tax Manager / Sr. Manager / Director with the technical acumen and client-first mindset to join us in a key role—completely remote.

What You’ll Do

In this leadership role, you’ll be the go-to advisor for HNW individuals, fiduciaries, and family offices. You’ll guide a range of sophisticated tax engagements from start to finish, ensuring technical accuracy and exceptional client service.

Core Responsibilities:

• Manage and review complex tax returns for individuals, trusts, estates, and related entities
• Advise clients on estate planning, gifting, wealth transfer strategies, and tax optimization
• Serve as a trusted contact for clients, cultivating long-term relationships
• Supervise and mentor a team of staff and seniors
• Stay current with tax laws and ensure full compliance across engagements
• Assist with IRS/state correspondence, notices, and audit responses
• Help drive firm growth through retention, referrals, and operational enhancements

What You Bring

• CPA license (JD, LLM, or MST a plus)
• 5+ years of recent experience in public accounting or private client services
• Proven expertise in estate, gift, and fiduciary income taxation
• Familiarity with Forms 1040, 1041, 706, and 709
• Excellent written and verbal communication skills
• Ability to work autonomously in a fully remote setup
• Proficiency with CCH Axcess, GoSystem, or similar platforms

Why Work With Us?

• Fully Remote: Work from anywhere in the U.S.
• Top-Tier Compensation: Competitive base salary + performance-based bonus
• Real Work-Life Balance: Flexible hours, generous PTO, and reduced summer schedules
• Comprehensive Benefits: Health, dental, vision, 401(k) with match
• Team Culture: Collaborative, transparent, and built on trust
• Career Growth: Clear path for advancement in a thriving, growing firm
• Extras: Annual firm retreats, ongoing professional development, and more

Ready to Make a Move?

Apply now or email your resume directly to john.ogrady@levelociti.com for a confidential conversation.

Explore more opportunities with us at: https://levelociti.com/job-search/