LEVELOCITI · 12 hours ago
Tax Senior (Remote)
United States
Full-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 address complex client needs involving trusts, estates, and business structures.
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 tax experience (HNW focus)
3–6+ years of public accounting experience
HNW Focus (ideally 50% or more)
Strong knowledge of individual/1040 taxation
Excellent communication and interpersonal skills
Preferred
CPA or EA preferred (or in progress)
Benefits
10-15% discretionary bonuses
No Billable Hours – Work is focused on impact, not tracking time
Planning-Focused: Off-season dedicated to strategy, not just compliance
Non-Public Environment: Work alongside wealth and investment advisors
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