Senior Tax Planner - Remote 100% Tax Planning

Levelociti; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

100% remote

Job summary

Levelociti is seeking a Senior Tax Advisor for a 100% remote, high-growth role. You will lead proactive tax planning for high-net-worth clients, meeting with clients and advisors to design strategic tax solutions and explain complex concepts clearly.

You will focus on client advisory, annual projections, and planning analyses, while partnering with financial advisors. This role emphasizes strategic thinking, collaboration, and continuous improvement—without tax return preparation.

Qualifications

• 5+ years of relevant tax experience.
• Strong knowledge of tax planning and strategy.
• Excellent communication and client-service mindset.

Responsibilities

• Meet directly with clients and advisors to provide tax-planning recommendations.
• Develop and implement customized tax strategies for high-net-worth clients.
• Prepare tax projections, planning analyses, and strategy summaries.
• Collaborate with advisors to identify opportunities and respond to client questions.
• Train and educate advisors on tax topics and planning opportunities.

Skills

Tax planning

Client advisory

Written & verbal communication

Education

Bachelor’s degree in Finance, Business, Economics, or Accounting

Tools

Microsoft Office

Salesforce

Job description

Levelociti is seeking a Senior Tax Advisor for a 100% remote, high-growth role. You will lead proactive tax planning for high-net-worth clients, meeting with clients and advisors to design strategic tax solutions and explain complex concepts clearly.

You will focus on client advisory, annual projections, and planning analyses, while partnering with financial advisors. This role emphasizes strategic thinking, collaboration, and continuous improvement—without tax return preparation.