HNWI and Affiliated Entities Tax Advisory – Manager through Director (Remote)

HNW | S-Corps | Partnerships | Gift/Trust

A nationally growing CPA and advisory platform is expanding its Partnership & Closely Held Business Tax practice and hiring across multiple levels, ranging from Tax Manager and Senior Manager up through Director.

The practice focuses heavily on partnerships, pass-through entities, operating businesses, HNWI's, and complex ownership groups across a wide range of industries including real estate, professional services, private equity, family-owned businesses, and entrepreneurial ventures.

This is an excellent opportunity for tax professionals who enjoy complex flow-through structures, strategic planning, and working closely with business owners and leadership teams - not just compliance preparation.

UNIQUE HIGHLIGHTS

Sophisticated Pass-Through & Partnership Work

The firm works with a broad range of complex entities and ownership structures including:

• Operating partnerships
• Multi-entity business groups
• S-Corps and LLCs
• Real estate partnerships
• Tiered ownership structures
• Professional service firms
• Closely held and family-owned businesses

Advisory-Focused Environment

This is not a high-volume compliance shop.

The practice is heavily centered around proactive planning, structuring, transactional consulting, and long-term advisory relationships with ownership groups and business operators.

Real Leadership Opportunity

Leadership is actively investing in professionals who want to expand their technical expertise, increase client ownership, and play a larger role in practice growth and mentorship.

For senior-level hires, there is a clear runway toward Principal / Partner-level leadership responsibilities.

Fully Remote National Platform

The firm offers a highly collaborative remote environment with strong technical teams, modern systems, and flexibility without sacrificing exposure to sophisticated work.

Open Levels

Tax Manager / Senior Tax Manager / Director – Partnerships & Pass-Throughs

Ideal for professionals with strong public accounting experience focused on partnerships, operating entities, and closely held businesses.

Responsibilities include:

• Managing complex partnership, S-Corp, and pass-through tax engagements
• Reviewing returns and workpapers for multi-entity ownership structures
• Participating in tax planning and consulting projects
• Working directly with business owners and leadership teams
• Mentoring associates and senior staff
• Assisting with entity structuring and operational tax considerations

Typical compensation range:

$140K–$230K+ depending on level, technical depth, and leadership experience.

Tax Principal / Practice Leader – HNW & Closely Held Businesses

Ideal for senior tax leaders with deep technical expertise in partnership taxation, S-Corps, and HNWI's.

Responsibilities include:

• Leading sophisticated tax planning and consulting engagements
• Advising ownership groups, founders, investors, and operating businesses
• Overseeing complex multi-entity and partnership structures
• Driving strategic growth within the practice
• Mentoring and developing future leaders internally
• Helping shape the long-term direction of the firm’s business tax practice

Compensation:

Base salaries can range from the $160K to north of $225k+, depending on experience, technical specialization, leadership background, and business development capabilities.

Additional performance incentives and long-term growth opportunities also available.

Ideal Backgrounds

• CPA or EA required
• Strong public accounting experience focused on:
• Partnerships
• Pass-through entities
• Multi-entity business structures
• Closely held businesses
• Real estate partnerships and operating entities
• Strong technical understanding of partnership allocations, basis, and flow-through taxation
• Experience managing complex client relationships and engagements
• MST or advanced technical specialization is a plus

Additional Highlights

• Fully remote
• Sophisticated client base and technical work
• Strong work-life balance relative to complexity of engagements
• Nationally recognized leadership team
• Clear advancement runway
• Collaborative and entrepreneurial environment
• Comprehensive benefits package

Interviews are actively being scheduled now with flexible availability.

Apply directly or send a resume confidentially to:

jimmy.rowland@levelociti.com

To view additional opportunities we're recruiting for, please visit:

https://levelociti.com/job-search/

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