Remote Trust & Estate Tax Manager | Independent CPA Firm | HNW Focus | Up to $200k+

Location: 100% Remote (United States)

Compensation: Up to $200k+ base + discretionary bonus

Requirements: 7–10+ years tax experience | Strong 1041 & 706 required | CPA, EA, or J.D. required

We are an independently owned CPA and advisory firm based in the Washington, DC metro area — founded over three decades ago and built around privately owned businesses and high-net-worth individuals and families. We have been recognized as a Best Accounting Firm to Work For multiple times over, and the people who work here will tell you it shows up in how the firm actually operates — not just how it recruits.

We are hiring a Trust & Estate Tax Manager or Senior Manager to join a growing remote practice. If trust, estate, and gift tax is your specialty and you are looking for a firm that genuinely values that depth — this is worth your time.

Why This Role Stands Out

• Trust & Estate Is a Core Practice — Not a Side Niche — We work with HNW individuals and families on estate planning, trust administration, gift tax, and succession planning. The clients are sophisticated, the work is complex, and the relationships run deep
• Fully Remote — Anywhere in the US — Work from wherever you are. The firm has built the infrastructure and culture to support remote professionals as full members of the team
• Work Hard, Play Hard — Actually — Annual firm-sponsored trips to destinations like all-inclusive resorts in the Caribbean — not team-building exercises, just the team genuinely enjoying time together. Half-day Fridays from May through August. A firm that invests in its people inside and outside the office
• Open Door Partner Culture — Partners are hands-on, accessible, and genuinely invested in developing the people around them. You will not be sending emails into a void
• Manageable Busy Season — The firm works hard during the winter months and intentionally builds the schedule to let people breathe once it is over. Summers are relaxed by design
• Independently Owned — No PE — No private equity. No merger disruption. A firm that has been doing this the right way for over 30 years and intends to keep it that way
• Global Network Access — Member of an elite global accounting association as the only DC-area firm chosen for membership — access to international resources well beyond what most mid-sized regional firms can offer

What We Are Looking For

• Active CPA, EA, or J.D. required
• 7–10+ years of tax experience at a public accounting firm or law firm
• Strong 1041 (Trust) and 706 (Estate) experience required — this is the core of the role
• Gift tax experience strongly preferred
• HNW individual (1040) experience strongly preferred
• Private foundation (990-PF) experience a plus
• Experience managing client relationships and supervising tax staff
• Comfortable advising clients and their advisors directly on complex estate and gift planning matters
• Self-directed and comfortable working fully remote

What We Offer

• Base salary up to $200k+, commensurate with experience — flexibility for the right candidate
• Discretionary performance bonus
• Annual firm-sponsored trips — all-inclusive, all expenses paid
• Half-day Fridays May through August
• CPA exam fee reimbursement + extra PTO to study + bonuses for passing
• Professional development, CPE, and conference support
• A firm that has earned its Best Accounting Firm to Work For recognition — repeatedly

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 Seniors, Tax Senior Managers, and Directors with Trust & Estate experience are strongly encouraged to apply — there is real flexibility at the top end of this search for the right candidate.

#LI-LVL1