Tax Manager / Senior Tax Manager / Tax Director – HNW Individuals & Trusts

National CPA Firm | $160K–$300K+ | Fully Remote

A nationally recognized CPA firm is hiring experienced tax leaders from Manager through Director level to join its High-Net-Worth and Trust practice. These fully remote positions provide direct Partner access, sophisticated client engagements, and clear paths for career growth.

About the Role

This practice works closely with high-net-worth individuals, families, and their related entities and trusts, offering a balanced mix of compliance, consulting, and strategic planning. Candidates should bring deep experience with HNW taxation, trusts, and pass-through entities. Estate & Gift exposure (Forms 706/709) is a strong plus, though not required for every engagement.

Role Breakdown

• ~50% HNW Individual Tax (Form 1040 and related planning)
• ~30% Trust & Fiduciary Tax (Form 1041, multigenerational families, complex structures)
• ~20% Pass-through Entities (Partnerships/S Corps connected to HNW clients)

Key Responsibilities

• Manage complex compliance and consulting engagements for HNW clients, trusts, and related entities.
• Review and sign off on 1040s, 1041s, and pass-through entity returns, ensuring technical accuracy.
• Advise clients on wealth transfer, trust structuring, and long-term planning strategies.
• Supervise and mentor staff, providing technical training and review feedback.
• Conduct tax research and proactively identify opportunities to add value for clients.

Qualifications

• CPA or EA required; advanced degree in Taxation a plus.
• 7+ years of progressive public accounting experience (Manager level and above).
• Strong background in HNW individual taxation, trusts, and pass-through entities.
• Estate & Gift (706/709) experience strongly preferred but not required.
• Excellent communication skills and ability to engage with sophisticated clients.

What’s Offered

• Fully remote role with national reach and high visibility.
• Salary: $160,000–$300,000+ (DOE) with bonus potential.
• Comprehensive benefits package, including:
• Medical, dental, and vision coverage
• 401(k) with firm match
• Wellness stipends and mental health resources
• Paid parental leave, generous PTO, and flexible scheduling
• Ongoing CPE and leadership development programs.

To Apply

Please Apply ASAP or you can send your resume directly to chuck@levelociti.com. Interviews are being scheduled now with flexibility for your availability.

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