Remote High-Net-Worth Tax Manager | Top 20 Wealth Management Firm/RIA in the U.S.

Location: Must be based in the U.S. (EST/CST Time Zones)

About Us:

We are one of the fastest-growing Wealth Management / RIA firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services. Over the past 5+ years alone, we've grown nationally and now have 200+ employees and over $25+ Billion in AUM. Today, we have 25+ people on our Tax team focused exclusively on working with High-Net-Worth clients & their associated businesses/ fiduciary taxes.

Some things that set us apart from the traditional Public Accounting environment are that we have a true emphasis on work-life balance and do not track billable vs. total hours. As long as the work is getting done, you have the opportunity to thrive in a fully remote setting, working exclusively with HNW clients.

We've also fully embraced the remote work model & are actively looking to add a new Tax Manager to our growing Tax team. In this role, the majority of your time will be spent reviewing complex 1040 returns and overseeing a team. You'll also be handling tax planning and hands-on advising/client engagement responsibilities.

Why Work with Us:

• NO Billable Hours Tracked
• Opportunity to work exclusively with High-Net-Worth & Ultra HNW Clients
• Lower Hours vs. Traditional CPA Firm environment (without sacrificing the work you enjoy)
• 10+ placements over the past several years partnering directly w/ the Tax Leadership Team
• Continuous growth opportunities with a Top 20 Wealth Management Firm that invests in their employees

What We Are Looking For:

• Active CPA or EA License
• Minimum 4-6+ years of Public Accounting & Tax Exp.
• Must have strong exp. reviewing complex 1040 returns
• Exp. working with High-Net-Worth / Ultra HNW clients and their associated entities
• Software - CCH Axcess & Sure Prep preferred

What We Can Offer:

• 100% Remote Flexibility
• Competitive Salary Ranges (up to $160k+)
• Strong Annual Discretionary Bonuses (typically up to 10%)
• Comprehensive Full Health Benefits (Medical, Dental, Vision)
• 401k Match up to 4% | Unlimited PTO Model
• 13 Paid Holidays a year (including 2 floating holidays)
• Support from a hands-on leadership team that wants you to succeed without being micromanaged

What's Next?

If you want to get away from the traditional grind of the CPA firm environment and learn more about what it looks like to be a Remote Tax Manager at an established Wealth Management firm, then this is right up your alley. For more information, please apply or email your resume to belle.arriaga@levelociti.com for immediate consideration. (We are flexible to work with your schedule)

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

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