Remote Tax Manager | Wealth Management Firm | No Billable Hours | Up to $140k

Location: 100% Remote (EST/CST preferred | MST/PST considered)

Compensation: Up to $140,000 base + 10–22% annual bonus (historically 13%) + overtime paid at straight time

Requirements: 5–6+ years tax experience | Strong 1040 review experience required | CPA or EA required

We are a 100% employee-owned, fee-only fiduciary wealth management firm with over three decades of history — and we have grown steadily and independently every step of the way. We are not a public accounting firm. We are a fully integrated wealth management practice where tax, investment management, financial planning, and estate planning all sit under one roof and work together as one team serving the same clients.

We are hiring a Tax Manager to join our in-house tax team — sophisticated HNW client work, no billable hours, and a compensation structure that includes overtime pay during busy season.

Why This Role Is Different

• No Billable Hours — Ever — Tax Managers are assigned a client list each season and pull from a shared preparation queue. There is no billable target to chase, no utilization rate to hit, and no timesheet to justify
• Overtime Paid at Straight Time — When hours exceed a defined threshold during busy season, the firm pays out the additional time at straight time. A real ceiling that most firms simply do not offer
• Wealth Management, Not Public Accounting — The environment here is fundamentally different. Tax is one piece of a fully integrated client relationship — investments, planning, estate, and tax all working together. The work is more holistic, more advisory, and more meaningful than a traditional compliance seat
• 100% Employee-Owned — The firm is owned by the people who work here. That keeps incentives aligned, decisions local, and culture intact. No outside shareholders, no PE agenda
• Sophisticated, High-Touch Clients — Business owners, generational wealth families, and senior executives. The client base is complex, the relationships are deep, and the work goes well beyond routine 1040 preparation
• Remote Already Proven — The firm has standing remote tax professionals outside of the home market who come on-site just 3–4 times per year around key deadlines. This is not a new experiment — it is how the team already operates
• Fully Integrated Team — You will work alongside investment managers, financial planners, and estate specialists on the same client relationships — a level of collaboration and context that public accounting simply cannot offer

What You Will Do

• Review and sign off on complex HNW individual tax returns — strong 1040 review experience is the core of this role
• Manage an assigned client list each tax season and pull from a shared preparation queue
• Advise clients directly on tax planning matters in coordination with investment and planning teams
• Collaborate with financial planners, investment managers, and estate specialists on comprehensive client strategy
• Stay current on tax law changes affecting high-net-worth individuals, business owners, and executives
• Contribute to team development and workflow improvement initiatives

What We Are Looking For

• Active CPA or EA required — MST combo considered
• 5–6+ years of tax experience with a meaningful HNW individual focus
• Strong 1040 review experience required — you must be comfortable signing off on complex individual returns
• Public accounting or private wealth background welcome — but candidates looking to transition away from tax entirely are not the right fit here
• Comfortable working in a remote-first environment with 3–4 on-site visits per year
• EST or CST time zone preferred — MST considered

What We Offer

• Base salary up to $140,000, commensurate with experience
• Annual bonus — 10–22%, historically averaging 13% — paid in December
• Overtime paid at straight time during busy season
• 401(k) — 5% employer match regardless of employee contribution
• Employer-contributed medical coverage — dependent coverage also available
• PTO — standard allotment
• No billable hours — 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

Senior Tax Managers with 8–10+ years of HNW tax experience are strongly encouraged to apply — compensation for that level reaches up to $190,000 base with the same bonus structure.

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