LEVELOCITI · 7 hours ago
Senior Tax Manager / Director / Principal – Trusts, Estates & Gift Tax (REMOTE)
United States
Full-time
Remote
Senior Level, Lead/Staff, Director/Executive
$175K/yr - $350K/yrLEVELOCITI is a Top 100 U.S. public accounting firm expanding its Trusts, Estates & Gift tax team within its Western Region. The role involves preparing and reviewing tax returns, advising high-net-worth families on estate planning, and providing technical leadership depending on the level of the position.
Staffing & Recruiting
Responsibilities
Preparing and reviewing trust, estate, and gift tax returns
Advising HNW and UHNW families on estate planning, wealth transfer, and fiduciary tax matters
Handling complex fiduciary structures with minimal exposure to business tax
Partnering with attorneys, wealth advisors, and family office professionals
Senior-level hires will provide technical leadership and review oversight
Qualification
Required
CPA or J.D. required (EA considered for exceptional EG&T specialists)
Strong Trusts, Estates & Gift tax experience is non-negotiable
35–50%+ of workload focused on fiduciary tax (current or recent)
Experience preparing and/or reviewing multiple estate returns annually
Background in compliance and planning
Experience within Private Client Services, Family Office, or HNW/UHNW tax groups
Candidates may come from boutique, regional, or national public accounting firms
Preferred
LL.M. in Taxation
Advanced exposure to complex UHNW structures
Prior mentoring or leadership experience (for Manager+ candidates)
Benefits
Annual discretionary bonus
Comprehensive benefits package
Company
LEVELOCITI
A Recruiting Company with Heart, Hustle, and High Standards. At Levelociti, we’re not just recruiters — we’re growth partners.
Founded in 2025
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase