High-Net-Worth Tax Manager - Top 20 RIA/ Wealth Management Firm (100% Remote - must be based in the U.S.)

About Us:

We are one of the fastest-growing Wealth Management / RIA firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services. Over the past 5+ years alone, we've grown nationally and now have 200+ employees and over $25+ Billion in AUM. From this, we have 25+ people on our Tax team focused exclusively on working with High-Net-Worth clients & their associated businesses/ fiduciary taxes.

Some things that set us apart from the traditional Public Accounting environment are that we have a true emphasis on work-life balance and do not track billable vs. total hours. As long as the work is getting done, you have the opportunity to thrive in a fully remote setting, working exclusively with HNW & Ultra HNW clients.

We've also fully embraced the remote work model (our Tax team is spread out across the U.S.) & we are actively looking to add a new Tax Manager to our growing team. In this role, you will be handling tax planning, advisory, & compliance work. Specifically on the compliance piece, the majority of your time will be spent reviewing complex 1040 returns vs. preparing. You'll also be handling hands-on advising/client engagement responsibilities.

Why Work with Us:

• NO Billable Hours Tracked
• Lower Busy Season Hours vs. Traditional CPA Firm environment, without sacrificing the work you enjoy!
• Opportunity to work exclusively with High-Net-Worth & Ultra HNW Clients
• 8+ placements over the past several years on their Tax Team with 0% turnover
• Continuous L&D and mentorship opportunities with a Top 10 Wealth Management Firm that invests in its employees

What We Are Looking For:

• Active CPA or EA (Enrolled Agent)
• Minimum 4-6+ years of Public Accounting & Tax Exp.
• Must have strong experience reviewing HNW 1040 returns
• Relevant Software Exp. is a plus - CCH Axcess & Sure Prep
• Prior experience working with High-Net-Worth clients and their associated entities required (Corps, Partnerships, Trusts, etc.)

What We Can Offer:

• Competitive Salary Ranges (up to $150k+)
• Annual Discretionary Bonuses (typically up to 10%)
• 100% Remote Flexibility with equipment provided
• Full Health Benefits (Medical, Dental, Vision)
• 401k Match up to 4%
• Unlimited PTO Model + No Billable Hours Tracked
• 13 Paid Holidays a year (including 2 floating holidays)
• Opportunity to join a Wealth Management firm whose tax team is in growth mode - much better work life balance vs. CPA firms

What's Next?

If you value work life balance & are tired of the typical CPA firm environment grind and enjoy working with HNW/ Private Client Service clients - this is a unique opportunity to take your career to the next level in a fully remote setting with an established Top 10 Wealth Management firm with low busy season hours are tremendous growth opportunities. If interested in learning more, please apply today or email your resume to belle.arriaga@levelociti.com to be considered immediately.

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

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