Senior Tax Accountant – High Net Worth/Private Client Services

Top 5 Wealth Management Firm | Remote

Compensation: $95,000 – $120,000 + Bonus

Experience Level: 3–5 Years

Certification Required: Active CPA

Get Everything You Wish Public Accounting Could Be

Tired of the constant grind, long busy seasons, and never-ending deadlines? This is your opportunity to step into a role that offers the best parts of public accounting—without the burnout.

Join a top 5 wealth management firm where the pace is more sustainable, the work is more meaningful, and your time is respected.

What Makes This Role Different

• Slower, more manageable pace than a traditional CPA firm
• ~80% focus on 1040s for high net worth individuals
• True work-life balance – no crushing busy seasons
• Unlimited PTO – actually encouraged and supported
• More advisory exposure, less compliance churn
• Collaborative environment with direct access to clients and advisors

The Opportunity

We’re seeking a Tax Senior who enjoys working with high net worth individuals and wants to deepen their expertise in a more strategic, client-focused environment.

You’ll primarily handle complex individual returns while also supporting broader tax planning initiatives for affluent clients and their entities.

Key Responsibilities

• Prepare and review complex 1040s for high net worth individuals (core focus of the role)
• Assist with tax filings for trusts, partnerships, and closely held entities
• Support tax planning strategies (income, estate, and gift tax)
• Partner with wealth advisors to deliver integrated financial solutions
• Conduct tax research and provide clear, practical recommendations
• Build and maintain strong client relationships

What We’re Looking For

• CPA required
• 3–5 years of tax experience (public accounting preferred)
• Strong experience with high net worth individual returns
• Exposure to multi-entity structures (trusts, partnerships, S-corps)
• Interest in moving toward a more advisory-focused role
• Strong communication skills and client presence

Why This Role Stands Out

This is a chance to leave behind the traditional public accounting model and step into something better:

✔ Fewer hours, more balance

✔ High-quality clients, not high volume

✔ A firm that prioritizes people—not just billables

✔ A long-term career path without burnout

Apply Now To apply or learn more, contact: Delano Williams

Email: delano.williams@levelociti.com

Let’s redefine what a fulfilling tax career looks like.

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