Title: Tax Manager

Location: 100% Remote (U.S.-based)

Compensation: $130,000 - $185,000 base salary (DOE), annual discretionary bonuses, full benefits, 4 weeks PTO

We're a modern, fast-growing boutique-style CPA & Advisory firm based in the Southwest that's continuing to scale with strong double-digit growth. Our firm supports entrepreneurs, high-net-worth individuals, and high-growth businesses across a diverse range of industries, offering a blend of tax, advisory, and strategic services.

What sets our group apart is our highly relationship-driven approach to client service. Rather than operating in a high-volume, compliance-heavy model, we prioritize meaningful client interaction and long-term advisory work. This creates the opportunity for team members to build strong client relationships, gain direct exposure to decision-makers, and play a more active role in strategic planning beyond traditional tax work.

From a lifestyle standpoint, being intentional about building a sustainable environment is one our top priorities. Busy season hours are typically capped around 50 per week, with a strong emphasis on balance, team retention, and long-term career growth - a noticeable shift from the expectations often seen at larger firms.

If you’re ready to move beyond a compliance-heavy role and into a more relationship-driven, advisory-focused environment, let’s start a conversation!

What You’ll Do

• Manage a portfolio of HNW individuals, entrepreneurs, and closely held businesses
• Review complex individual, partnership, and S-Corp tax returns
• Provide proactive tax planning and advisory support
• Build and maintain strong client relationships
• Partner with leadership on client strategy and planning
• Identify tax savings opportunities and risks
• Mentor and review work of junior staff
• Stay current on tax law and apply insights to clients

What We're Looking for:

• 5-10+ years of public accounting & tax experience
• At least 1+ years of Management experience
• Strong technical experience with 1040, 1120s, and 1065 taxation
• Ability to serve as a primary point of contact and provide high-level tax advisory to clients
• Bachelor's Degree in Accounting, Finance, or related field
• Active CPA, EA, or J.D. required

What We Offer

• Salary: $130,000 - $185,000 (DOE)
• Annual discretionary bonuses
• 401(k) with match
• 4 weeks PTO + additional time off
• Flexible schedules, Summer Fridays, Low Billable Hour (~50 Hours Max/Busy Season)
• Comprehensive health, dental, vision, life, and disability coverage
• Partner track opportunities for high performers
• Team events, referral bonuses, and much more

Ready to take the next step? Apply today or send your resume directly to ricky.miranda@levelociti.com.

Candidates must be U.S.-based and authorized to work in the U.S.

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

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