Overview

Candidates MUST reside in the United States.

Salary: Up to $190K w/ annual bonus (depending on experience)

We are a nationally recognized Top 200 CPA firm that is seeking an experienced Senior Tax Manager to join our growing Private Client Services team. We are known for strong culture, reasonable busy season hours, flexible leadership, and high-level HNW client work without the burnout culture found at larger firms. This role is ideal for someone with deep experience in HNW, trust & estate, and tax planning who wants long-term growth, flexibility, and real work-life balance.

Highlights

Fully remote work environment
32hr summer workweeks with reduced busy season hours (60hrs max)
Independently owned firm
Clear path to leadership - opportunity for a true Partner track
Quarterly company events for remote employees

Key Responsibilities

Review complex HNW Individual, Trust & Estate returns
Lead tax planning and advisory engagements
Manage client relationships
Mentor and develop staff
Partner with leadership on practice growth initiatives

What We're Looking For

Active CPA license, EA may be considered
Leadership and client-facing experience preferred
Minimum 8 years of public accounting tax experience with a strong background in:
- HNW Individuals
- Trust & Estate (1041/706)
- Complex tax planning

Compensation & Benefits

Base salary up to $190K
Annual performance bonus
Generous PTO paid holidays
Continuing education & CPA support

If you're an experienced tax professional looking for a better long-term fit with strong leadership, flexibility, and sophisticated client work, we'd love to connect. Please apply directly or send your resume to [email protected] for confidential consideration.

Tax Managers and Senior Tax Managers with strong HNW and Trust & estate experience are highly encouraged to apply.

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/

Fully Remote Sr. Tax Manager - $190K+ - Private Client Services

Job summary

Work model