Remote Senior Tax Advisor | Wealth Management Firm | No Billable Hours | Up to $175k

Location: 100% Remote (Nationwide | No travel required)

Compensation: $130,000–$175,000 base + up to 15% annual bonus

Requirements: 5–7+ years tax experience | Strong 1040, S-corp & flow-through review required | CPA or EA required | Must be comfortable signing off on returns independently

This is not a public accounting firm. It is a well-established, nationally recognized wealth management firm with significant assets under management, offices across the country, and a fully integrated tax practice that sits alongside financial planning and investment management under one roof.

We are hiring a Senior Tax Advisor to join a high-performing team of independent contributors — each owning their own client list, preparing and reviewing their own returns, and signing off without chasing a partner for approval.

If you are a confident, client-focused tax professional who is ready to own your book and stop waiting for someone above you to move — this is the role.

Why This Role Is Different

• No Billable Hours — Ever — Workloads are intentionally managed and allocated to prevent burnout. There is no billable target, no utilization rate, and no timesheet. You are measured on the quality of your work and your client relationships — full stop
• True Ownership — No Layers — You prepare, review, and sign off on your own returns. No waiting for a partner. No layers of review. No chasing approvals. You own it from start to finish
• Extension Season Is Not the Second Wave — Most returns are filed by April 15th. Extension season here is far less hectic than at a traditional CPA firm — by design, not by accident
• Burnout Prevention Is a Stated Priority — The firm actively manages workloads to keep them sustainable. That is not a tagline — it is how the team is structured and staffed
• Wealth Management, Not Public Accounting — Tax is one piece of a fully integrated client relationship alongside financial advisors and planners. The environment, the clients, and the culture are fundamentally different from anything in public accounting
• Fully Remote — No Travel Required — Nationwide remote position with no travel expectations. PST preferred but EST candidates are genuinely considered
• Meaningful Client Work — Small business owners with S-corps, partnerships, flow-throughs, and rental properties. Manageable complexity, real relationships, and none of the mega-complex engagements that come with larger firm client bases

What You Will Do

• Prepare, review, and sign off on tax returns for a dedicated portfolio of small business owner clients — S-corps, partnerships, flow-throughs, and rental properties
• Serve as the primary point of contact for your clients — communicating proactively, responding promptly, and advising on planning matters throughout the year
• Manage your own client list independently — no waiting for a partner to move things forward
• Collaborate with financial advisors and planners on integrated client strategy
• Stay current on tax law changes affecting small business owners and flow-through entities

What We Are Looking For

• Active CPA or EA required
• 5–7+ years of tax experience with strong S-corp, partnership, and flow-through technical foundation
• Must be comfortable preparing, reviewing, and signing off on returns independently — candidates who hesitate or wait for last-minute help are not the right fit here
• Strong client communication skills required — you respond to clients, you follow up, and you do not let things fall through the cracks
• Individual contributor mindset — you thrive owning your own book without layers of management above you
• Comfortable working fully remote in a self-directed environment

What We Offer

• Base salary $130,000–$175,000, commensurate with experience
• Annual bonus — up to 15%
• 401(k) — 3% match on first 6% of contributions + discretionary profit sharing
• Medical, dental, and vision coverage
• 18–25 days PTO depending on level + 12 paid holidays
• Benefits effective first of the month following hire date
• No billable hours — ever
• No travel required — ever

Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration.

To view our other postings: levelociti.com/job-search

Tax Managers from public accounting backgrounds who are ready to make the move into wealth management are strongly encouraged to apply.

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