Remote Tax Director | High-Net-Worth focused | NOT a CPA Firm

High-Net-Worth Tax Director | Top 10 Wealth Management Firm in the U.S. | 100% Remote

Location: Must be based in the U.S.

About Us

We are one of the fastest-growing Wealth Management / RIA firms in the U.S., specializing in HNW, Ultra HNW, Foundations, and Family Office services. Over the past 5+ years alone, we've grown nationally and now have 600+ employees and over $75+ Billion in AUM. From this, we have 25-30 people on our Tax team focused exclusively on working with our High-Net-Worth & Ultra HNW clients & their associated businesses/ fiduciary taxes.

Some things that set us apart from the traditional Public Accounting environment are that we have a true emphasis on work-life balance and do not track billable vs. total hours. As long as the work is getting done, you have the opportunity to thrive in a fully remote setting, working exclusively with HNW clients - no micromanagement!

We've also fully embraced the remote work model & are actively looking to add a new Tax Director to our growing Tax team that has extensive High-Net-Worth experience. You'll also have the opportunity for a true Partner track in a remote setting and equity compensation.

Why Work with Us

• NO Billable Hours Tracked
• Top 10 Wealth Management/ RIA Firm in the U.S. (ranked by Forbes)
• Opportunity to work exclusively with High-Net-Worth & Ultra HNW Clients
• 8+ placements over the past several years on their Tax Team with 0% turnover
• Lower Busy Season Hours vs. Traditional CPA Firm environment, without sacrificing the work you enjoy

What We Are Looking For

• Active CPA (will also consider EA)
• Minimum 10+ years of Public Accounting & Tax Exp.
• At least 4+ years of Tax Manager Exp.
• Must have strong experience reviewing HNW 1040 returns & associated entities
• Prior experience consulting/advising High-Net-Worth clients with net-worth up to $100M+

What We Can Offer

• Competitive Salary Ranges (up to $210k+)
• Annual Discretionary Bonuses (typically up to ~8-10%)
• 100% Remote Flexibility with equipment provided
• Strong Health Benefits Package (Medical, Dental, Vision)
• 401k Match up to 4% | Unlimited PTO Model
• 13 Paid Holidays a year (including 2 floating holidays)
• Opportunity for Partner track, even in a fully remote setting (we have several remote Partners already)

What's Next?

If interested in learning more about what it would look like to lead a Tax team in a Wealth Management environment that values work-life balance and allows you to work exclusively with high-net-worth clients, please apply today or email your resume to [email protected] for immediate consideration.

We're also understand it's busy season, and are flexible to schedule interviews from now to post 4/15, depending on what works best for your schedule.

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