Remote Ultra HNW Tax Manager | Independent CPA Firm | Trust & Estate | Up to $175k+
Location: 100% Remote (United States)
Compensation: $125,000-$175,000+ base, depending on experience, plus discretionary bonus
Requirements: 5+ years UHNW tax experience | CPA, J.D., or LLM required | Strong tenure
We are a nationally recognized, independently owned CPA and advisory firm with decades of history and a significant remote presence across the country. We are large enough to offer sophisticated clients and deep resources, but we work in small teams, so you are never a number. No private equity, no merger pressure, and a leadership group that promotes from within.
We are hiring an Ultra HNW Tax Manager to join a dedicated ultra-high-net-worth team. The work is almost entirely individual, trust, and estate, with little to no business entity compliance.
Why This Role Stands Out
- A Dedicated UHNW Practice: Your clients are not “HNW” in the loose sense. Many have net worths in the $75M to $100M+ range, so the planning is complex and the relationships run deep.
- Elite, Diverse Clientele: Venture capital and private equity principals, hedge fund professionals, entertainers, athletes, and senior executives. No two client situations look alike.
- Fiduciary Tax Depth: Trusts, estates, and gift work sit at the center of the practice, with private foundation exposure alongside it.
- Flexibility Built In: Outside of busy season, hours are highly flexible. We trust our people to manage their time and deliver.
- Remote That Works: 100+ professionals already work remotely nationwide, so you are a full member of the team from day one.
- A Real Path to Partner: Leadership roles are filled from within, and senior leaders actively support your advancement.
- Independent, No PE: The culture, the client relationships, and your autonomy are protected because ownership has chosen to keep it that way.
- Recognized Workplace: Repeatedly named a best place to work, because employees say so.
What You Will Do
- Lead and review complex individual, trust, estate, and gift tax engagements for UHNW families
- Advise clients and their wealth advisors on planning, wealth transfer, and fiduciary matters
- Oversee 1040, 1041, 706, and 709 compliance, and 990-PF where applicable
- Own client relationships and serve as a trusted point of contact
- Mentor and develop senior associates and staff
- Partner with leadership on client strategy and practice growth
What We Are Looking For
- CPA, J.D., or LLM required
- 5+ years of tax experience with ultra-high-net-worth individuals, ideally in the $75M to $100M+ net worth range
- Strong trust, estate, and gift (fiduciary) tax experience
- Private foundation (990-PF) experience a plus
- Strong, stable tenure at prior firms
- Experience managing client relationships and reviewing staff work
- Self-directed and comfortable working autonomously in a remote environment
What We Offer
- Base salary of $125,000-$175,000+, commensurate with experience
- Discretionary performance bonus
- Generous PTO
- 401(k) with employer match
- Comprehensive medical benefits
- Flexible hours outside of busy season
- 100% remote, work from anywhere in the US
- Clear, structured path to Partner
Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.
To view our other postings: levelociti.com/job-search
Senior Tax Managers and Directors with UHNW and fiduciary experience are strongly encouraged to apply. There is real flexibility on level and compensation for the right candidate.
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