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: [email protected] Additional Opportunities levelociti.com/job-search/