Fully Remote UHNW Tax Manager | Up to $175K Base + Bonus

We’re partnering with a nationally recognized, full-service CPA firm with 400+ professionals and a significant presence throughout the West Coast. The firm has built its reputation around sophisticated tax and advisory work for an exceptionally high-caliber client base, while maintaining a smaller-team environment where Managers work closely with Partners and senior leadership. The firm is also known for its flexibility, strong internal promotion culture, and commitment to developing professionals into future firm leaders.

About the Role

This firm offers the resources and client sophistication of a much larger accounting organization with the accessibility and collaborative culture of a smaller office. The tax practice works with high-net-worth and ultra-high-net-worth individuals, family offices, closely held businesses, real estate groups, professional services firms, and other complex client structures. This is a Tax Manager opportunity for someone who wants to build a long-term career with a legitimate path toward Senior Manager and Partner.

Fully remote work environment (MST or PST time zones).

What Makes This Opportunity Stand Out

• Up to $175K base salary plus performance-based bonus
• Clear progression from Tax Manager to Senior Manager, Director, and Partner
• Sophisticated HNW and UHNW client base, including individuals with $50M–$100M+ in net worth
• Exposure to family offices, fiduciary taxation, private foundations, venture capital, private equity, and alternative investments
• Opportunity to work on complex individual, partnership, trust, and business tax matters
• Small, collaborative teams with access to significant firm-wide resources
• Significant flexibility during non-busy season
• Strong benefits, generous PTO, retirement plan, and professional development opportunities

Responsibilities

• Managing and reviewing complex federal and state tax engagements
• Developing tax planning strategies for individuals and closely held businesses
• Advising clients on tax implications related to investments, transactions, wealth planning, and business decisions
• Reviewing tax returns, workpapers, and other engagement deliverables
• Working directly with Partners and senior leadership on complex client matters
• Managing client relationships and serving as a primary point of contact
• Mentoring and developing Tax Seniors and Staff
• Identifying opportunities to expand client relationships and introduce additional firm services
• Participating in business development and networking activities
• Staying current on federal and state tax legislation and regulatory developments

Requirements

• Active CPA, EA, JD, or LLM
• 5+ years of progressive public accounting tax experience
• Strong federal and state tax compliance and planning experience
• Experience managing multiple complex tax engagements
• Strong client relationship and communication skills
• Demonstrated leadership and staff development experience
• Strong organizational and project management abilities
• Consistent career progression with increasing responsibility

Preferred Qualifications

• High-net-worth or ultra-high-net-worth individual taxation
• Clients with $50M–$100M+ in net worth
• Family office and fiduciary taxation
• Trust and estate-related tax matters
• Complex partnership taxation

Pay

Up to $175K base salary plus performance-based bonus.

Benefits

• Strong benefits package
• Generous PTO
• Retirement plan
• Professional development opportunities