Remote Senior Tax Manager, HNW & Private Client

Levelociti; United States; Remote; USD 140,000 - 220,000; Full time

Benefits offered by this job

Annual bonus

Remote work

Paid time off

Health benefits

401(k) plan

Work-life balance

Path to Partner

Job summary

Levelociti is seeking a Senior Tax Manager (HNW) or Tax Manager (HNW) to join its High-Net-Worth Tax practice. This role is 100% remote and offers a base salary range with annual bonus.

You will work directly with clients on proactive planning and advisory, focusing on estates, trusts, and closely held entities. The ideal candidate has CPA credentials and 3–5+ years in public accounting tax, with strong relationship-management skills and experience serving high-net-worth individuals and

Qualifications

• CPA is required.
• 3–5+ years of Public Accounting tax experience.
• Experience with High-Net-Worth individuals and closely held businesses.
• Strong client engagement and relationship-management skills.
• Experience with estate, gift, trusts, and pass-through taxation.

Responsibilities

• Manage complex tax engagements for HNW individuals, families, trusts, estates, partnerships, and closely held entities.
• Work directly with clients on proactive tax planning and strategy throughout the year.
• Review complex returns including fiduciary, gift, estate, and pass-through taxes.
• Develop long-term relationships with HNW clients and business owners.
• Identify planning opportunities beyond immediate compliance.
• Collaborate with Partners and senior leadership on client matters.
• Mentor and develop junior tax professionals.
• Manage multiple engagements, deadlines, and client relationships.
• Continue developing toward Partner-level responsibilities.

Skills

CPA

Public Accounting tax

HNW tax

Client relationship

Job description

Levelociti is seeking a Senior Tax Manager (HNW) or Tax Manager (HNW) to join its High-Net-Worth Tax practice. This role is 100% remote and offers a base salary range with annual bonus.

You will work directly with clients on proactive planning and advisory, focusing on estates, trusts, and closely held entities. The ideal candidate has CPA credentials and 3–5+ years in public accounting tax, with strong relationship-management skills and experience serving high-net-worth individuals and