Remote HNW Tax Manager | Independent CPA Firm | Up to $175k+

Remote HNW Tax Manager | Independent CPA Firm | Trust & Estate | Up to $175k+ Location: 100% Remote (United States) Compensation: $120,000–$175,000+ base + discretionary performance bonus Requirements: 5-6+ years HNW/Fiduciary Tax experience at a public accounting firm | CPA required We are one of the largest and most recognized independently owned CPA and advisory firms on the West Coast — with roots going back over 75 years and a national presence that has grown to over 100 remote professionals across the country. We are not a Big 4 firm and that is the point. We are large enough to offer sophisticated client work, deep resources, and a defined partner track — and independent enough to move fast, promote from within, and make decisions that are genuinely good for our people. We are hiring a HNW Tax Manager to join a dedicated ultra-high-net-worth tax team — little to no business entity work, sophisticated individual and trust and estate engagements, and a client base that includes venture capitalists, hedge fund professionals, entertainers, athletes, and high-earning professionals across a wide range of industries. Why This Role Stands Out Dedicated UHNW Practice — This is not a generalist tax team that occasionally handles HNW clients. It is a dedicated ultra-high-net-worth practice focused exclusively on sophisticated individual, trust, and estate work. The clients are complex, the relationships are deep, and the work is genuinely interesting every day Diverse, High-Level Clientele — Venture capitalists, hedge fund professionals, private equity executives, entertainers, athletes, and senior professionals. The breadth and sophistication of the client base sets this role apart from anything at a traditional regional firm Flexibility Built In — Outside of busy season, hours are highly flexible. The firm trusts its people to manage their time and deliver results — not to sit at a desk from nine to five 100+ Remote Professionals Nationwide — Remote is not an afterthought here. Over 100 professionals work remotely across the country and the infrastructure, culture, and communication norms are built to support it Promotes From Within — Leadership is accessible and succession planning is taken seriously. The path from Manager to Senior Manager to Director to Partner is real and actively supported Best Place to Work — Recognized — The firm has earned workplace recognition multiple years running. The kind that comes from employees who actually mean it Independently Owned — No private equity. No merger pressure. A firm that has been doing this the right way for over 75 years and intends to keep it that way What You Will Do Lead and manage HNW individual, trust, and estate tax engagements for an ultra-high-net-worth client baseReview complex 1040, 1041, and 706 returns across a sophisticated and varied client portfolioAdvise clients directly on tax planning, wealth transfer, and estate strategiesCollaborate with family office and fiduciary teams on comprehensive client engagementsMentor and develop senior associates and staffCollaborate with partners and senior leadership on client strategy and practice developmentStay current on tax law changes affecting UHNW individuals, trusts, and estates What We Are Looking For Active CPA required5+ years of HNW tax experience with a meaningful trust and estate focusStrong technical foundation in individual, trust, and estate taxation — 1040, 1041, and 706Experience managing client relationships and reviewing the work of tax staffComfortable advising HNW clients and their advisors directly on complex planning mattersSelf-directed and comfortable working autonomously in a fully remote environment What We Offer Base salary $120,000–$175,000+, commensurate with experienceDiscretionary annual performance bonusGenerous PTO401(k) with employer matchComprehensive benefits package100% remote — work from anywhere in the USFlexible hours outside of busy seasonClear, structured path to Partner Please apply directly today, or send your resume to keith.shuler@levelociti.com for faster consideration. To view our other postings: levelociti.com/job-search Senior Tax Managers with 8–10+ years of HNW and trust & estate experience are strongly encouraged to apply — compensation for this level reaches up to $225,000+ base with the same bonus structure. Directors and Senior Directors with established HNW and trust & estate practices are also encouraged to reach out — compensation for this level ranges from $225,000 to $290,000–$300,000+ base for exceptional candidates. #HNWTax #TrustAndEstate #TaxManager #RemoteTax #UHNWTax #EstatePlanning #1041 #706 #WealthManagement #FamilyOffice #PublicAccounting #CPA #IndependentCPA #SiliconValley #WestCoast #PartnerTrack #TaxJobs #AccountingJobs #NowHiring #TaxCareers #AccountingCareers #RemoteAccounting