LEVELOCITI · 22 hours ago
Remote Tax Manager - HNW Clients | NO Billable Hours
United States
Full-time
Remote
Mid, Senior Level
$0/yr - $155K/yr
4+ years expLEVELOCITI is one of the fastest-growing Wealth Management firms in the U.S., specializing in High-Net-Worth and Ultra High-Net-Worth client services. They are seeking a Tax Manager who will handle tax planning, advisory, and compliance work, with a focus on reviewing complex 1040 returns and engaging with clients.
Staffing & Recruiting
Responsibilities
Handling tax planning, advisory, & compliance work
Reviewing complex 1040 returns vs. preparing
Handling hands-on advising/client engagement responsibilities
Qualification
Required
Active CPA or EA (Enrolled Agent)
Minimum 4-6+ years of Public Accounting & Tax Exp
Must have strong experience reviewing HNW 1040 returns
Prior experience working with High-Net-Worth clients and their associated entities required (Corps, Partnerships, Trusts, etc.)
Preferred
Relevant Software Exp. is a plus - CCH Axcess & Sure Prep
Benefits
Annual Discretionary Bonuses (typically up to 10%)
Full Health Benefits (Medical, Dental, Vision)
401k Match up to 4%
Unlimited PTO Model + No Billable Hours Tracked
13 Paid Holidays a year (including 2 floating holidays)
Company
LEVELOCITI
A Recruiting Company with Heart, Hustle, and High Standards. At Levelociti, we’re not just recruiters — we’re growth partners.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase