Remote PCS Tax Partner

Ellievation Talent; United States; Remote; USD 250,000 - 300,000; Full time

Job summary

A leading CPA and advisory firm is seeking a Tax Partner to lead its Family Executive, Entrepreneur Advisory Services practice. This fully remote role involves advising high-net-worth individuals, managing a stable client base, and mentoring staff. Candidates should have 10 years of experience, a CPA license, and strong advisory skills. The position offers a compensation package up to $300k plus bonuses and benefits.

Benefits

Total comp up to 300k in first year

Performance-Based Bonus

Full suite of benefits and continuing education

Pathway to leadership in a highly collaborative culture

Qualifications

• CPA license in current state of residence.
• 10 years of experience advising high-net-worth individuals and families.
• Deep knowledge of trust and estate structures, family governance, and charitable planning.

Responsibilities

• Lead and review complex individual, trust, estate, and gift tax engagements.
• Serve as the primary advisor to multigenerational families, entrepreneurs, and executives.
• Mentor and guide team members, delivering feedback and supporting professional development.

Skills

Interpersonal skills

Advisory skills

Leadership

Proactive tax planning

Education

Bachelor’s degree in Accounting

Master’s degree

Job description

Tax Partner — High Net Worth Taxation

A respected and growth-focused CPA and advisory firm is seeking a Tax Partner to help lead its well-established Family Executive, Entrepreneur Advisory Services (FEAS) practice. This is a rare opportunity to step into a succession leadership role, taking over a high-quality book of business from a long-standing partner who is transitioning toward retirement.

Why This Opportunity Stands Out:

• Built-In Succession Plan: Inherit a stable and sophisticated client base, with full support for a smooth and strategic transition.
• Client-Centric Leadership: Serve as a trusted advisor to HNW and UHNW individuals, guiding complex tax, estate, and wealth planning strategies.
• Team Development & Firm Impact: Mentor high-performing staff, shape the direction of the practice, and contribute to firmwide leadership.
• Remote Flexibility: This role is fully remote, offering nationwide flexibility while maintaining deep client and team engagement.

What You’ll Do:

• Lead and review complex individual, trust, estate, and gift tax engagements.
• Serve as the primary advisor to multigenerational families, entrepreneurs, and executives.
• Provide proactive tax planning and identify sophisticated wealth strategies.
• Mentor and guide team members, delivering feedback and supporting professional development.
• Participate in strategic initiatives including recruiting, training, and selective business development.

What You Bring:

• CPA license in current state of residence.
• 10 years of experience advising high-net-worth individuals and families.
• Deep knowledge of trust and estate structures, family governance, and charitable planning.
• Strong interpersonal and advisory skills with the ability to build trusted long-term client relationships.
• Bachelor’s degree in Accounting required (Master’s preferred).

What You’ll Get:

• Total comp up to 300k in first year
• Performance-Based Bonus
• Full suite of benefits and continuing education
• Pathway to leadership in a highly collaborative and client-focused culture

This is a unique opportunity to take the lead in an established practice built on integrity, trust, and long-term client relationships. Ready to explore next steps? Let’s connect.