Remote Tax Manager – High-Net-Worth & Planning

Levelociti; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Performance bonus

401(k)

Generous PTO

Comprehensive benefits

Remote work

Job summary

Levelociti is seeking a Tax Manager for High-Net-Worth / Private Client work. This fully remote role serves clients nationwide, focusing on complex 1040s, year-round tax planning, and close client relationships.

You will review federal and multi-state returns, manage HNW client relationships, mentor staff, and work with Partners on challenging matters. A CPA and 5+ years of public accounting tax experience are required. Immediate impact and growth await.

Qualifications

• Active CPA with strong public accounting tax experience.
• Experience serving High-Net-Worth individuals and families.
• Proven ability to manage client relationships in a remote setting.
• Strong communication and tax planning skills.

Responsibilities

• Review complex federal and multi-state 1040 returns for HNW clients.
• Mentor and develop senior and staff-level team members.
• Manage engagements and deadlines with Partners on complex matters.
• Provide proactive year-round tax planning and client advisory services.

Skills

Public accounting

Tax planning

Client management

Remote collaboration

1040 review

Education

CPA certification

Job description

Levelociti is seeking a Tax Manager for High-Net-Worth / Private Client work. This fully remote role serves clients nationwide, focusing on complex 1040s, year-round tax planning, and close client relationships.

You will review federal and multi-state returns, manage HNW client relationships, mentor staff, and work with Partners on challenging matters. A CPA and 5+ years of public accounting tax experience are required. Immediate impact and growth await.