Job Title: Tax Manager / Senior Tax Manager - Private Client Services (HNW, Trust, Estate & Gift Taxation)

Location: Fully Remote - Anywhere in the U.S.

Join a mid-sized accounting and advisory firm with a national presence, recognized among the Top 100 firms in the U.S. With over 200 employees and growing, our teams are structured so no one is stretched too thin while still providing meaningful client work. We are committed to fostering a collaborative, supportive, and people first culture. We are expanding our Private Client Services team and seeking a Tax Manager ready to take on complex high net worth and trust/estate work. CPA license required. This fully remote role allows you to join our nationally recognized firm from anywhere in the U.S.

Why This Role is Unique:

• Lead work with high net worth clients in a collaborative, nationally recognized team
• Join a firm consistently recognized for client service, workplace culture, and community impact
• Enjoy a culture that values work-life balance, professional development, and meaningful client relationships

What You’ll Do:

• Manage and review complex tax returns for high net worth individuals, trusts, and estates (Forms 1040, 1041, 706, 709)
• Oversee junior staff and provide mentorship and guidance
• Serve as a trusted resource for complex tax planning, research, and client relationship management
• Ensure timely and accurate tax filings while collaborating with team members across the country
• Occasionally support pass-through entity returns

What We’re Looking For:

• 5+ years of public accounting experience, with at least 2 years at a manager or senior level
• Licensed CPA (active)
• Strong high net worth, trust, and estate tax experience
• Bachelor's Degree in Accounting or related field (Masters is a plus)
• Experience reviewing complex returns, managing client relationships, and supervising project teams
• Proficiency in tax software (CCH Axcess preferred) and MS Office
• Excellent communication, organization, and critical thinking skills
• Collaborative mindset and openness to mentoring others

Benefits & Perks:

• Competitive salary: $120,000- $165,000 annually, depending on experience
• Fully remote with flexibility to work wherever you are
• 5 weeks PTO, 14 paid holidays, paid family and medical leave
• Targeted 1400 billable hours for managers - focus on high value work without burnout
• 401(k) profit sharing
• Incentive program for client leads
• Access to mentorship programs, career coaching, and self-selected development opportunities

Ready to Apply?

If you’re an experienced Tax Manager with a passion for high net worth, trust, and estate work AND want the flexibility of a fully remote role - apply today to join our expanding Private Client Services team! You may also reach out directly to Alex.Higgins@levelociti.com

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