About the Job

Senior Tax Manager / Tax Director (Partner Track) | Top 100 CPA Firm | Estate, Gift & Trust | Salary up to $275k + Bonus

Location: Fully Remote (U.S.-Based)

About Us

We are a nationally recognized Top 100 CPA and Advisory firm with multiple offices across the United States and a long-standing reputation for delivering exceptional client service while creating an outstanding employee experience. As our Estate, Gift & Trust practice continues to grow, we're looking to add an experienced leader to help expand our team and serve an increasingly sophisticated client base.

Our Trust & Estate group works with high-net-worth individuals, multi-generational families, family offices, business owners, and fiduciaries on complex estate, gift, and trust tax matters.

This is an opportunity to join a collaborative team of specialists where you'll have the autonomy to build client relationships, mentor future leaders, and play a meaningful role in the continued growth of the practice.

What truly sets our firm apart is our people-first culture. We believe exceptional client service starts with taking care of our employees. Through flexible remote work, a strong emphasis on work-life integration, comprehensive wellness initiatives, and significant investments in learning and leadership development, we've built a workplace where professionals can thrive both personally and professionally. It's one of the many reasons we're consistently recognized as one of the nation's "Best Places to Work."

Why Work With Us

• Top 100 CPA & Advisory Firm with a nationally recognized reputation
• 100% Remote work environment with flexibility and autonomy
• Clear Partner Track opportunities, including for fully remote professionals
• Growing Estate, Gift & Trust practice with strong leadership support
• Collaborative, highly tenured team that values mentorship and knowledge sharing
• Award-winning culture focused on work-life integration—not just work-life balance
• Robust learning, leadership development, and continuing education programs
• Comprehensive health & wellness initiatives designed to support your well-being
• Opportunity to work with complex, high-net-worth clients and sophisticated tax planning engagements

What We're Looking For

• Active CPA required (JD/LLM or Master's in Taxation is a plus)
• 10+ years of public accounting tax experience
• Current Senior Tax Manager, Tax Director, or Partner (or experienced Manager ready for the next step)
• Extensive experience with Estate, Gift & Trust taxation
• Strong technical knowledge of Forms 706, 709, and 1041, fiduciary taxation, and estate & gift tax planning strategies
• Experience advising high-net-worth individuals, families, trusts, estates, and closely held business owners
• Proven ability to review complex returns, manage client relationships, mentor staff, and contribute to practice growth
• Business development experience is welcomed but not required

What We Can Offer

• Competitive base salary up to $275,000+ (DOE)
• Performance-based annual bonus
• Comprehensive Medical, Dental & Vision coverage
• 401(k) with employer match
• Generous PTO and paid holidays
• Flexible, fully remote work environment
• Wellness benefits and employee assistance programs
• Ongoing technical training, leadership development, and CPA/CPE support
• Clear pathway to Tax Partner for professionals looking to continue building their career

Next Steps

If you're an experienced Estate & Trust tax professional looking to join a nationally recognized firm where you can work on sophisticated engagements, lead a growing practice, and pursue a clear path to Partner—all while enjoying the flexibility of a fully remote environment—we'd love to speak with you.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

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

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