Tax Manager – Private Client Services (Remote)

Location: Fully Remote (U.S. Based)

Compensation: $140,000 – $220,000+ Base + Bonus + Full Benefits

Highlights: Fully Remote | HNW/UHNW Clients | Flexible Schedules | Reduced Summer Hours | Advisory-Focused Work

Multiple openings available at the Manager, Senior Manager, and Director levels

We’re working with a nationally recognized CPA and advisory firm that is continuing to grow its Private Client Services team. The firm supports High Net Worth individuals, families, business owners, trusts, and complex multi-entity structures across sophisticated tax compliance, planning, and advisory engagements.

These are fully remote opportunities offering flexible schedules, reduced summer hours, strong leadership support, and long-term growth opportunities within a collaborative national practice.

Why This Role Stands Out

• Fully Remote - Work anywhere in the U.S.
• Flexible schedules and reduced summer hours
• Sophisticated HNW and UHNW client work
• Advisory-focused environment with direct client interaction
• Independent CPA firm with no private equity backing
• Sustainable workloads compared to larger public accounting firms
• Clear growth opportunities from Manager through Director
• Strong culture, leadership accessibility, and long-term employee retention

What You’ll Do

• Review and manage complex 1040, Trust, Estate, Gift, and pass-through entity returns
• Provide tax planning and advisory support for HNW and UHNW clients
• Manage client relationships and serve as a trusted advisor
• Support multi-state tax matters, estate planning coordination, and complex tax strategies
• Mentor and develop staff across the PCS team
• Partner with leadership on client service and practice growth initiatives

What You’ll Bring

• 6+ years of public accounting experience focused on HNW / Private Client tax
• Strong experience reviewing complex Individual, Trust, Estate, and pass-through returns
• CPA required
• Experience managing client relationships and multiple engagements
• Strong communication and advisory skills in a client-facing environment
• Ability to work effectively within a fully remote team structure

Benefits

• Competitive compensation + annual bonus
• Full medical, dental, vision, life, STD/LTD coverage
• 401(k) with employer contribution + profit sharing
• Generous PTO + paid holidays
• Paid CPE and professional development support
• Long-term advancement opportunities within a growing PCS practice

If you are looking for a fully remote opportunity with sophisticated HNW client work, strong leadership, and better long-term flexibility, you are encouraged to apply today. Interviews are moving quickly for qualified candidates.

For a confidential discussion to learn more about this opportunity and additional remote Tax roles we are currently hiring for, apply directly or send your resume to: Alex.Higgins@levelociti.com

To view additional opportunities, please visit: https://levelociti.com/job-search/

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