LEVELOCITI · 2 weeks ago
Tax Associate - Wealth Management - No Billable Hours
United States
Part-time
Onsite
Entry Level
$60K/yr - $80K/yr
1+ years expLEVELOCITI is a national growing wealth management firm providing integrated financial planning, tax, and investment services to high-net-worth individuals and families. They are seeking a Tax Associate to support their in-house tax team with preparation and compliance work for individual and pass-through entity clients, focusing on building long-term client relationships without the pressure of billable hours.
Staffing & Recruiting
Responsibilities
Prepare federal and state tax returns for:
High-net-worth individuals (1040s)
Partnerships and S-Corporations
Assist with tax planning and projections for wealth management clients
Organize and review client tax documents
Collaborate with advisors and senior tax staff to support holistic planning
Research basic tax issues and assist with notices when needed
Qualification
Required
1–3 years of tax experience (public accounting or similar)
Bachelor's degree in Accounting or related field
Strong attention to detail and interest in individual taxation
Desire for stability and work-life balance
Preferred
CPA eligibility or active pursuit preferred (not required)
Benefits
Annual performance bonus
Medical, dental, and vision benefits
401(k) with employer contribution
Generous PTO and paid 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