Tax Manager / Senior Tax Manager - HNWI & Family Groups

Compensation: $130k–$190k + Bonus

Location: Fully Remote (U.S.) with hybrid options available

We are an established public accounting firm intentionally structured to support senior tax professionals over the long term. With 30+ years in business and 100+ professionals nationwide, we continue to grow without sacrificing balance, culture, or the quality of work we deliver.

Our firm is known for low turnover, strong internal mentorship, realistic expectations and we've been consistently recognized as a Best Place to Work for many years. Managers and Senior managers are trusted to run engagements, work directly with clients, and shape their careers without unnecessary bureaucracy.

As part of continued growth, we are seeking a Tax Manager or Senior Tax Manager to support our Private Client / HNWI & Family Group practice.

What You’ll Be Doing

• Lead and manage tax engagements for high-net-worth individuals, family groups, trusts, and estates
• Provide compliance and consulting support, including planning and advisory
• Act as the primary point of contact for clients
• Oversee deadlines, filings, workflow, and engagement execution
• Review work and mentor staff and senior associates
• Collaborate with partners on planning opportunities and client strategy

What We're Looking For

• 5+ years of public accounting tax experience
• HNWI, trust, estate, and family group exposure
• CPA required
• Strong technical foundation with client-facing experience
• Comfortable managing engagements and developing junior talent
• Advanced tax degree a plus, not required

Why People Stay

• No billable hour pressure
• Flexible schedules and autonomy
• Sustainable busy seasons
• Leadership that invests in retention and development
• Clear advancement paths, including Remote Path to Partner tracks (if desired)
• Strong history of internal promotions

Compensation & Benefits

• Base salary range: $130k–$190k, depending on level and experience
• Annual bonus and profit-sharing opportunities
• Generous PTO and paid holidays
• 401(k) with employer contributions
• Medical, dental, and vision coverage
• Employer-funded HSA contributions
• Paid parental and bereavement leave
• Continuing education and professional development support
• Flexible scheduling and additional perks

This is a strong opportunity for an experienced private client tax professional who wants challenging work without constant grind. If you’re interested in learning more, apply today or reach out directly for a confidential conversation.

Contact: Alex.Higgins@levelociti.com

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