itle: Senior Tax Manager (HNW) / Tax Manager (HNW)

Remote: 100% Remote

Compensation: $140K–$220K base, depending on level & experience + annual bonus

About the Opportunity

We're working with a growing public accounting and tax advisory firm that is expanding its High-Net-Worth Tax practice and looking to add experienced Tax Managers and Senior Tax Managers.

The practice works with high-net-worth individuals and families, founders, executives, investors, closely held business owners, and their related entities on complex tax matters.

This is not a role focused solely on tax compliance. Senior-level professionals have the opportunity to work directly with clients, build long-term relationships, understand the full picture of their tax situation, and provide proactive, year-round tax planning and advisory.

The firm combines sophisticated HNW work with a flexible, modern environment, strong work-life balance, and legitimate long-term advancement opportunities.

HNW / Private Client Focus

Depending on experience and level, the work can include:

• High-Net-Worth and Ultra-High-Net-Worth individuals and families
• Closely held and owner-operated businesses
• Founders, executives, and investors
• Complex individual tax planning
• Pass-through entities and Family Partnerships
• Trust and fiduciary taxation
• Estate & Gift tax matters
• Real estate and investment-related tax matters
• Multi-entity and multi-state tax situations
• Direct client advisory and year-round planning

The Senior Tax Manager opportunity is heavily focused on HNW / Private Client Tax, including complex individual planning along with Estate, Gift, Trust, Family Partnership, and closely held entity matters.

We're also open to experienced Tax Managers with a broader tax background who have strong individual and closely held business experience and want to continue building their expertise on the HNW side.

Responsibilities

• Manage complex tax engagements for HNW individuals, families, trusts, estates, partnerships, and closely held entities
• Work directly with clients on proactive tax planning and strategy throughout the year
• Review complex individual, fiduciary, gift, estate, and pass-through tax returns based on experience
• Develop strong, long-term relationships with HNW clients and business owners
• Identify tax planning opportunities beyond the immediate compliance engagement
• Collaborate with Partners and senior leadership on complex client matters
• Mentor and develop junior tax professionals
• Manage multiple engagements, deadlines, and client relationships
• Continue developing toward Partner-level responsibilities

Requirements

• CPA required
• 3–5+ years of Public Accounting tax experience
• Strong experience with HNW individuals and/or closely held business owners
• Strong client engagement and relationship-management skills
• Experience with several of the following preferred:
• High-Net-Worth individual taxation
• Closely held businesses and pass-through entities
• Trust & Estate taxation
• Estate & Gift taxation
• Family Partnerships
• Complex individual tax planning
• Real estate and investment-related tax matters
• Multi-state taxation

Compensation & Benefits

• $140K–$190K base salary depending on experience and level
• Annual bonus opportunity
• 100% REMOTE
• Competitive PTO and paid holidays
• Comprehensive health and welfare benefits
• 401(k) / retirement benefits
• Strong emphasis on work-life balance and flexibility
• Long-term advancement opportunities, including a path to Partner for remote professionals

If you're interested in applying, please submit your application or email me directly at briana.sauer@levelociti.com.

To view additional roles we're recruiting for, please visit Levelociti's job search page.

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