LEVELOCITI · 6 hours ago
Remote Tax Senior (No Billable Hours)
United States
Part-time
Remote
Mid, Senior Level
$130K/yr - $130K/yr
3+ years expLEVELOCITI is a nationally recognized wealth management firm with over $20 billion in assets under management, hiring a Tax Senior to support their high-net-worth client base. The role focuses on providing comprehensive tax strategy and support, working closely with financial advisors to manage complex tax matters for sophisticated clients.
Staffing & Recruiting
Responsibilities
Prepare and review tax returns for HNW individuals (primarily), partnerships, and s-corps
Participate in tax planning strategies tied to broader wealth management goals
Coordinate with financial planning and investment teams on client strategy
Communicate proactively with clients on tax matters and planning opportunities
Stay current on tax law changes impacting HNW clients
Qualification
Required
3–6+ years of public accounting experience
HNW Focus (ideally 50% or more)
Strong knowledge of individual/1040 taxation
CCH Axcess Experience
Excellent communication and interpersonal skills
Preferred
CPA or EA preferred (or in progress)
Benefits
100% Remote (or hybrid if near one of our offices)
Competitive Compensation: salary up to $130k base + discretionary bonuses up to 10-15%
No Billable Hours – Work is focused on impact, not tracking time
Reduced Busy Season: 50–55 hours/week max during peak season
Planning-Focused: Off-season dedicated to strategy, not just compliance
Non-Public Environment: Work alongside wealth and investment advisors
HNW Clientele: Exposure to complex individual, trust, and partnership returns
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