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Senior Tax Manager / Tax Director (HNW / Wealth Management)
USA
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Job Title: Senior Tax Manager / Tax Director

Company Profile: Top Ranked RIA Firm with 20+ locations across the US

Remote: Yes - 100% remote with flexible hours

Role Summary: Ideally a combination of technically strong & personable to be client facing with HNW clientele

Compensation: Up to $225k base + bonus & full benefits


We're one of the highly ranked RIA firms here in the US with an established & growing tax arm for our financial advisor clients to provide full service solution for financial advisory & tax services. We're looking for someone who has enjoys working with HNW clientele & business owners to provide not only technical tax compliance advice combined with tax planning/advisory.


If you're considering making a move out of public accounting, but want to continue the client facing work type, this is a ideal position to consider.


Qualifications


  • 8+ years of tax experience
  • CPA is preferred
  • Comfortability with meeting & engaging with clientele


Compensation & Benefits


  • Competitive salary up to $225k
  • Annual bonus
  • Matching 401(k)
  • Medical, Dental & Vision Insurance
  • Generous PTO


If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com


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



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