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Senior Tax Manager (Remote) – Estate, Trust & Wealth Advisory

Aline Accounting Partners

United States

Remote

USD 120,000 - 180,000

Full time

9 days ago

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Job summary

An established industry player is seeking a dynamic Director of Recruitment to join their expanding Wealth Advisory practice. This role offers the chance to lead tax advisory services for high-net-worth clients, develop innovative tax planning strategies, and mentor a talented team. With a flexible, remote culture and a commitment to professional development, this opportunity is perfect for those looking to make a significant impact in a supportive environment. Join a firm that values your expertise and offers competitive compensation, including a base salary of up to $180K plus bonuses and equity opportunities.

Benefits

401(k) Safe Harbor Plan
Flexible Time Off
Paid Holidays
Parental Leave
Professional Development Opportunities
Medical Insurance
Vision Insurance

Qualifications

  • Deep technical expertise in tax advisory for high-net-worth clients.
  • Experience in mentoring and coaching tax team members.

Responsibilities

  • Lead tax advisory services for high-net-worth individuals and trusts.
  • Develop sophisticated tax planning strategies for wealth preservation.

Skills

Tax Advisory Services
Tax Planning Strategies
Leadership
Client Relationship Management
Business Development

Education

CPA Certification
Master's in Taxation or Accounting

Tools

Tax Software
Financial Planning Tools

Job description

2 weeks ago Be among the first 25 applicants

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Direct message the job poster from Aline Accounting Partners

Director of Recruitment, Aline Accounting Partners

Compensation: Up to $180K base salary + bonus

Location: Remote

About Us

At Aline Accounting Partners, we’re building something special — a CPA firm where YOU BELONG, and your career can thrive. We are expanding our Wealth Advisory Tax practice and seeking a highly experienced Senior Manager to help lead and grow this high-net-worth and estate/trust-focused division. This is a unique opportunity for someone with deep technical expertise and leadership ambition to step into a visible, growth-oriented role.

Why Aline?

  • Ground-Floor Growth – Join a growing Wealth Advisory practice with room to lead and shape the direction of the service line
  • Client Leadership – Maintain and expand relationships with high-net-worth individuals, family offices, and estate clients
  • Robust Support – Focus on delivering high-impact client service while leveraging Aline’s marketing, technology, and operational infrastructure
  • Flexible, Remote Culture – Work from anywhere with the backing of a modern, people-first firm

Key Responsibilities

  • Lead the delivery of tax advisory services for high-net-worth individuals, trusts, estates, and closely held businesses
  • Develop and implement sophisticated tax planning strategies focused on wealth preservation and tax minimization
  • Manage and review complex tax filings
  • Collaborate with attorneys, wealth managers, and financial advisors to provide integrated advisory solutions
  • Support succession planning, gifting strategies, and M&A-related advisory for legacy clients
  • Mentor and coach tax team members, fostering professional development and technical growth
  • Contribute to business development efforts and support the expansion of the Wealth Advisory practice

What We Offer

  • Flexible Work Arrangements – Continue working with your clients while integrating into Aline's expanding practice.
  • Competitive Compensation – Up to $180K base salary plus bonus and equity opportunities.
  • 401(k) Safe Harbor Plan – 4% match when you contribute 5%.
  • Flexible Time Off (FTO) – Take the time you need to recharge.
  • Paid Holidays & Parental Leave – Support during key life events.
  • Professional Development – Ongoing education and leadership growth opportunities.
  • A Winning Culture – An inclusive, empowering environment where your expertise drives our collective success.

Let’s Build Something Meaningful

We understand that launching and growing a new practice is a significant commitment. We’re here to support you every step of the way. Let's connect and discuss how Aline can provide the resources, infrastructure, and partnership you need to create something truly impactful.

Interested in learning more? Let's connect!

Seniority level
  • Seniority level
    Director
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Accounting/Auditing
  • Industries
    Accounting

Referrals increase your chances of interviewing at Aline Accounting Partners by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid paternity leave

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