LEVELOCITI · 1 day ago
Tax Associate - Ultra-High-Net-Worth| Up to $80K + Bonus
United States
Part-time
Remote
Entry Level
$80K/yr - $80K/yr
1+ years expLEVELOCITI is one of the fastest-growing wealth management firms in the country, specializing in providing sophisticated tax solutions to ultra-high-net-worth families. They are seeking a Tax Associate to join their national tax team, responsible for preparing complex tax returns and providing tax planning and advisory services to high-net-worth clients.
Staffing & Recruiting
Responsibilities
Prepare complex individual and entity tax returns for ultra-high-net-worth clients
Assist with tax planning and advisory services
Collaborate with financial advisors and wealth management teams
Develop expertise in high-net-worth tax strategies
Qualification
Required
1-3 years of tax experience (public accounting or private wealth preferred)
Strong technical tax knowledge and research skills
Excellent attention to detail and organizational abilities
Proficiency with tax preparation software
Preferred
Experience with high-net-worth individual taxation strongly preferred
CPA or EA preferred (or eligible/candidate)
Benefits
Medical, dental, vision (day one)
5% 401(k) match
Flexible PTO
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