Senior Tax Manager / Tax Manager (HNW) | 100% Remote

itle: Senior Tax Manager (HNW) / Tax Manager (HNW)
Remote: 100% Remote
Compensation: $140K–$220K base, depending on level & experience + annual bonus
About The Opportunity
We're working with a growing public accounting and tax advisory firm that is expanding its High-Net-Worth Tax practice and looking to add experienced Tax Managers and Senior Tax Managers.
The practice works with high-net-worth individuals and families, founders, executives, investors, closely held business owners, and their related entities on complex tax matters.
This is not a role focused solely on tax compliance. Senior-level professionals have the opportunity to work directly with clients, build long-term relationships, understand the full picture of their tax situation, and provide proactive, year-round tax planning and advisory.
The firm combines sophisticated HNW work with a flexible, modern environment, strong work-life balance, and legitimate long-term advancement opportunities.
HNW / Private Client Focus
Depending On Experience And Level, The Work Can Include
High-Net-Worth and Ultra-High-Net-Worth individuals and families
Closely held and owner-operated businesses
Founders, executives, and investors
Complex individual tax planning
Pass-through entities and Family Partnerships
Trust and fiduciary taxation
Estate & Gift tax matters
Real estate and investment-related tax matters
Multi-entity and multi-state tax situations
Direct client advisory and year-round planning
The Senior Tax Manager opportunity is heavily focused on HNW / Private Client Tax, including complex individual planning along with Estate, Gift, Trust, Family Partnership, and closely held entity matters.
We're also open to experienced Tax Managers with a broader tax background who have strong individual and closely held business experience and want to continue building their expertise on the HNW side.
Responsibilities
Manage complex tax engagements for HNW individuals, families, trusts, estates, partnerships, and closely held entities
Work directly with clients on proactive tax planning and strategy throughout the year
Review complex individual, fiduciary, gift, estate, and pass-through tax returns based on experience
Develop strong, long-term relationships with HNW clients and business owners
Identify tax planning opportunities beyond the immediate compliance engagement
Collaborate with Partners and senior leadership on complex client matters
Mentor and develop junior tax professionals
Manage multiple engagements, deadlines, and client relationships
Continue developing toward Partner-level responsibilities
Requirements
CPA required
3–5+ years of Public Accounting tax experience
Strong experience with HNW individuals and/or closely held business owners
Strong client engagement and relationship-management skills
Experience with several of the following preferred:
High-Net-Worth individual taxation
Closely held businesses and pass-through entities
Trust & Estate taxation
Estate & Gift taxation
Family Partnerships
Complex individual tax planning
Real estate and investment-related tax matters
Multi-state taxation
Compensation & Benefits
$140K–$190K base salary depending on experience and level
Annual bonus opportunity
100% REMOTE
Competitive PTO and paid holidays
Comprehensive health and welfare benefits
401(k) / retirement benefits
Strong emphasis on work-life balance and flexibility
Long-term advancement opportunities, including a path to Partner for remote professionals
If you're interested in applying, please submit your application or email me directly at briana.sauer@levelociti.com.
To view additional roles we're recruiting for, please visit Levelociti's job search page.

Work arrangement
Yes