HNW Tax Manager (Fully Remote)

Tax Manager - High-Net-Worth (Fully Remote)
High-Net-Worth Individuals
Complex 1040s
Private Client Tax
$120,000–$150,000 Base + Bonus | 100% Remote
We’re partnering with a growing CPA firm that is looking to add an experienced Tax Manager to its High-Net-Worth / Private Client practice.
This is a fully remote opportunity available anywhere in the U.S. and is ideal for a CPA with strong public accounting experience who has built their career around complex individual taxation and High-Net-Worth clients.
The firm offers the opportunity to work with sophisticated clients while remaining hands-on with tax planning, review, and client relationships — without needing to relocate or return to an office.
What You’ll Be Doing
You’ll manage and review tax work for High-Net-Worth individuals and families, with a strong emphasis on complex 1040s and year-round tax planning.
Responsibilities Include
Reviewing complex federal and multi-state individual tax returns (1040s)
Managing High-Net-Worth and affluent individual client relationships
Providing proactive tax planning throughout the year
Reviewing related pass-through entity returns, including partnerships and S-Corps
Working directly with Partners on complex client matters
Managing engagements and deadlines
Mentoring and developing senior and staff-level team members
Identifying tax-saving opportunities and providing proactive client advice
Experience with Trusts & Estates, gift tax, or family wealth planning is valuable but not required.
What We’re Looking For
Active CPA
5+ years of recent public accounting tax experience
Current or recent Tax Manager-level experience preferred
Strong 1040 / individual tax background
Experience working with High-Net-Worth individuals
Strong tax review experience
Experience with pass-through entities is a plus
Strong client-facing and communication skills
Ability to effectively manage clients and engagements in a remote environment
Compensation & Benefits
$120,000–$150,000 base salary
Performance bonus
100% remote anywhere in the U.S.
Comprehensive benefits
401(k)
Generous PTO
Strong long-term growth opportunity
Collaborative, established tax team
Highlights
Fully remote nationwide
$120K–$150K base + bonus
Strong focus on HNW individuals & complex 1040s
Year-round tax planning and client advisory
Direct interaction with Partners and clients
Long-term career growth
No relocation required
Interested?
We’re scheduling interviews now and can move quickly for the right person.
About
If you’d like to learn more - or simply have a confidential conversation about the opportunity - apply today or send your resume directly to:
Chuck@Levelociti.com
Additional Opportunities
levelociti.com/job-search/

Work arrangement
Yes