Remote Tax Manager - Wealth Management Firm (No Billable Hours) jobs in United States
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LEVELOCITI · 1 day ago

Remote Tax Manager - Wealth Management Firm (No Billable Hours)

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$140K/yr - $150K/yr
date5+ years exp

LEVELOCITI is a leading wealth management platform overseeing $30+ billion in assets for ultra-high-net-worth families. The Tax Manager will lead high-complexity tax engagements for clients with $5M+ net worth while developing the next generation of tax professionals, balancing hands-on technical work with team leadership and client relationship management.

Staffing & Recruiting

Responsibilities

Manage and review sophisticated individual, trust, and business tax returns for ultra-HNW clients
Provide technical leadership and mentorship to senior associates and staff
Partner with wealth advisors on proactive tax planning and wealth transfer strategies
Lead client meetings and communicate complex tax concepts to non-tax professionals
Drive tax planning initiatives during non-peak periods (genuine advisory work, not busywork)
Support business development through thought leadership and client presentations

Qualification

Active CPAEA5+ years tax experienceDeep expertise in taxation1-2 years supervisory experienceCCH Axcess TaxHigh-net-worth client experienceClient relationship managementTechnical leadershipMentorshipCommunication skills

Required

Active CPA or EA
5+ years tax experience
1-2 years supervisory experience
5+ years public accounting or private wealth tax experience (Big 4, national, or RIA background)
1-2 years managing, supervising, or leading tax professionals
Deep expertise in individual, trust, partnership, and S-Corp taxation
Demonstrated ability to explain technical concepts clearly to clients and advisors

Preferred

Experience with CCH Axcess Tax and SurePrep
High-net-worth client experience strongly preferred

Benefits

Health Benefits: Medical, dental, vision (employer-subsidized)
Retirement: 401(k) with 4% company match
Professional Development: CPA maintenance, continuing education, and conference budget
Time Off: Flexible PTO policy + paid holidays
Additional Perks: Home office stipend, wellness benefits

Company

LEVELOCITI

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A Recruiting Company with Heart, Hustle, and High Standards. At Levelociti, we’re not just recruiters — we’re growth partners.
dateFounded in 2025
location
West Palm Beach, Florida, US
people-size11-50 employees
web-link
https://levelociti.com/

Funding

Current Stage
Early Stage
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