Remote HNWI Tax Manager

Ellievation Talent; United States; Remote; USD 140,000 - 170,000; Full time

Job summary

A nationally recognized accounting firm is seeking a Tax Manager for its High Net Worth practice. This fully remote role involves managing HNWI clients, overseeing tax returns, and providing strategic tax planning. Ideal for a driven professional looking to advance in a supportive environment with competitive compensation and benefits.

Benefits

Medical insurance

Vision insurance

401(k)

Tuition assistance

Paid paternity leave

Paid maternity leave

Disability insurance

Child care support

Qualifications

• 5+ years of public accounting experience with high-net-worth individuals.
• Strong knowledge of individual and trust tax law.

Responsibilities

• Manage a portfolio of sophisticated HNWI clients.
• Oversee preparation and review of complex tax returns.
• Provide proactive tax planning strategies.

Skills

Communication

Organizational Skills

Client Relationship Management

Education

CPA

EA

MST

JD/LLM

Tools

CCH Axcess

GoSystems

BNA

Job description

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Remote Tax Manager – High Net Worth Individuals (HNWIs)

Location: U.S. Based | EST/CST Preferred | Fully Remote

A nationally recognized accounting and advisory firm is seeking a Tax Manager to join its High Net Worth (HNW) practice. This is a remote opportunity for a driven tax professional who enjoys working with complex individuals, family groups, and multi-generational wealth.

What You’ll Do:

• Manage a portfolio of sophisticated HNWI clients and their closely held entities (trusts, partnerships, S-corps, family foundations)
• Oversee preparation and review of complex individual and fiduciary tax returns
• Provide proactive tax planning strategies related to estate, gift, charitable, and investment-related matters
• Collaborate with senior leadership to deliver an exceptional client experience and identify planning opportunities
• Supervise and mentor tax staff and senior associates, ensuring technical accuracy and professional development
• Serve as the day-to-day client contact, building trust and managing expectations

What You Bring:

• 5+ years of recent public accounting experience with a focus on high-net-worth individuals and family offices
• CPA or EA required; MST or JD/LLM preferred
• Strong knowledge of individual and trust tax law, partnership taxation, and estate/gift planning
• Excellent communication and organizational skills
• Ability to manage multiple engagements and lead client relationships
• Proficiency in CCH Axcess, GoSystems, BNA, or similar tax software a plus

Why This Role Stands Out:

• Remote flexibility with minimal travel
• National firm consistently ranked among the best for private client services
• Supportive leadership, strong technical resources, and low bureaucracy
• Real opportunities for advancement and client ownership
• Competitive compensation and generous performance-based bonuses
• Comprehensive benefits including 401(k), health, dental, and vision, plus continuing education support

This is an ideal role for a tax manager looking to grow within a well-established HNW practice while enjoying the flexibility and autonomy of a remote-first environment. Let’s connect to learn more.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Business Development

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Tuition assistance

Paid paternity leave

Paid maternity leave

Disability insurance

Child care support

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