Tax Preparer with Wealth Management Group (No Billable Hours)

Levelociti; United States; Hybrid; USD 72,000 - 120,000; Full time

Job summary

Levelociti is seeking a Tax Preparer to join its dedicated tax division, working with high-net-worth individuals and families. You will blend individual tax compliance with broader planning in collaboration with experienced tax leaders and wealth advisors.

The role offers hybrid flexibility and the chance to work remotely with in-office days 2–3 per month, across several U.S. locations. 2–4 years of tax experience and a CPA/EA credential or eligibility are preferred.

Qualifications

• 2–4 years of relevant tax preparation experience.
• Experience focused on high-net-worth individual taxation and Form 1040.
• CPA or EA credential, or eligibility to obtain one.
• Strong attention to detail and a commitment to delivering high-quality client service.
• Interest in expanding beyond tax compliance into planning and advisory work.
• Ability to collaborate effectively with tax colleagues and wealth management professionals.

Responsibilities

• Prepare 1040 returns for high-net-worth individuals and families.
• Assist in year-round tax planning and advisory work.
• Collaborate with tax leadership and wealth advisors to understand clients' financial picture.
• Provide high-quality client service with meticulous attention to detail.

Skills

Attention to detail

Client service

Collaboration

Education

CPA or EA credential, or eligibility to obtain one

Job description

Tax Preparer – High-Net-Worth Clients

Up to $120,000 Base + Bonus | Hybrid Flexibility | Multiple U.S. Locations

Are you a tax professional looking to move beyond the traditional public accounting model and gain exposure to comprehensive tax planning for high-net-worth individuals and families?

We’re partnering with a growing wealth management firm seeking a Tax Preparer to join its dedicated tax division. This is an opportunity to work alongside experienced tax leaders and wealth advisors, combining individual tax compliance with a more holistic approach to financial and tax planning.

The Opportunity

• Compensation: Up to $120,000 base salary, plus bonus potential
• Locations: NYC, Chicago, Dallas, Minneapolis, Milwaukee, Denver, Scottsdale, San Diego, or Seattle
• Work Arrangement: Hybrid flexibility, with the ability to work remotely and come into the office approximately 2–3 days per month
• Clientele: HNW/UHNW individuals and families
• Experience: 2–4 years of relevant tax experience

What Makes This Opportunity Different?

• Beyond compliance: Gain exposure to year-round tax planning and advisory work alongside tax professionals and wealth management advisors.
• No traditional billable-hour tracking: Work in an environment that prioritizes quality, client service, and results rather than billable-hour quotas.
• Collaborative environment: Work directly with tax leadership and financial advisors to understand the broader financial picture of the clients you serve.
• Meaningful growth: Join an expanding tax team with opportunities to continue developing your technical expertise and client-facing skills.
• Flexibility: Enjoy a remote-friendly work environment with limited in-office expectations.

What They’re Looking For

• 2–4 years of relevant tax preparation experience
• Experience focused on high-net-worth individual taxation and Form 1040 returns
• CPA or EA credential, or eligibility to obtain one
• Strong attention to detail and a commitment to delivering high-quality client service
• Interest in expanding beyond tax compliance into planning and advisory work
• Ability to collaborate effectively with tax colleagues and wealth management professionals

If you’re looking for a role that combines competitive compensation, flexibility, and exposure to sophisticated individual tax work without the traditional public accounting structure, this could be an excellent next step.