Remote HNW Tax Manager - Trust & Estate Specialist

Levelociti; United States; A distancia; USD 120.000 - 175.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonus

Generous PTO

401(k) match

Comprehensive benefits

100% remote

Descripción de la vacante

Levelociti is seeking a remote HNW Tax Manager to lead ultra-high-net-worth individual, trust and estate engagements for a renowned independent CPA firm with a national footprint. You will supervise staff, review complex returns, advise on wealth transfer strategies, and collaborate with fiduciary teams in a fully remote environment.

The role emphasizes sophisticated client work, a defined path to leadership, and a flexible schedule outside peak seasons.

Formación

• 5-6+ years HNW/fiduciary tax experience at a public accounting firm.
• CPA license is required.
• Strong foundation in individual, trust and estate taxation (1040, 1041, 706).

Responsabilidades

• Lead HNW individual, trust and estate engagements for a high-net-worth client base.
• Review complex 1040, 1041 and 706 returns.
• Advise clients on tax planning and wealth transfer strategies.
• Collaborate with fiduciary teams and family office professionals.
• Mentor staff and contribute to practice development.
• Stay current on UHNW tax law changes.

Conocimientos

HNW tax

Trust & estate

Public accounting

Client management

Review & supervision

Educación

CPA license

Descripción del empleo

Levelociti is seeking a remote HNW Tax Manager to lead ultra-high-net-worth individual, trust and estate engagements for a renowned independent CPA firm with a national footprint. You will supervise staff, review complex returns, advise on wealth transfer strategies, and collaborate with fiduciary teams in a fully remote environment.

The role emphasizes sophisticated client work, a defined path to leadership, and a flexible schedule outside peak seasons.