Remote Tax Manager | Wealth Management | No Billable Hours | Up to $160k

About the role

This role is part of a nationally recognized wealth management firm with over $30 billion in assets under management. The firm works exclusively with high-net-worth and ultra-high-net-worth families across the country.

Responsibilities

• Join our growing remote tax team
• No billable hours — period
• Busy season that actually ends
• Real advisory work year-round
• Work primarily with clients in your region
• Offer unlimited PTO
• Offer a clear path to senior manager and director positions

Requirements

• Active CPA or EA required
• 5+ years of HNW tax experience
• 1–2 years of supervisory or team leadership experience
• Strong technical foundation in individual, trust, partnership, and S-corp taxation
• Comfortable advising clients and financial advisors directly on complex planning matters
• Self-directed, polished, and comfortable working fully remote

Qualifications

• Strong technical foundation in individual, trust, partnership, and S-corp taxation
• Comfortable advising clients and financial advisors directly on complex planning matters
• Self-directed, polished, and comfortable working fully remote

Skills

• Strong technical foundation in individual, trust, partnership, and S-corp taxation
• Comfortable advising clients and financial advisors directly on complex planning matters
• Self-directed, polished, and comfortable working fully remote

Benefits

• Base salary up to $160,000, commensurate with experience
• Annual discretionary bonus — 10–15%
• Unlimited PTO + two floating holidays + all standard US holidays
• Medical coverage — multiple plan options
• 401(k) — up to 4% employer match
• Commuter benefits — pre-tax contributions up to $325/month
• Employee Assistance Program — 24/7 mental health and wellness support
• No billable hour tracking — ever

Pay

Up to $160,000 base + 10–15% annual bonus

Schedule

100% Remote