Remote Tax Senior Associate | Wealth Management | $85k - $125k

About the role

We are a nationally recognized wealth management firm managing over $30 billion in assets for high-net-worth and ultra-high-net-worth families across the country. We are not a public accounting firm — we are a wealth management platform with an integrated tax practice that works alongside financial planners and investment specialists to deliver comprehensive wealth solutions for some of the most sophisticated clients in the country.

We are hiring a Tax Senior to join our growing remote tax team. This role offers a unique opportunity to work with clients in your region, developing real advisory skills beyond compliance, and working in a firm that values quality of work and client relationships over billable hours.

Why This Role Is Different

• No billable hours — ever. Performance is measured on the quality of your work and client relationships, not a timesheet.
• More than just compliance — outside of busy season, the work shifts to proactive tax planning and wealth strategy alongside our advisors.
• Work with clients in your market — build real relationships with clients in your region, not a faceless compliance role.
• Unlimited PTO — and a culture where people actually use it.
• Clear path to manager — we develop our people and promote from within.

Responsibilities

• Prepare complex individual and trust tax returns for high-net-worth and ultra-high-net-worth clients.
• Communicate directly with clients to gather information and explain tax strategies.
• Shift from compliance to proactive tax planning and wealth strategy outside of busy season.
• Collaborate with financial planners and investment specialists to deliver comprehensive wealth solutions.

Requirements

• 3-4+ years of tax experience in public accounting or private wealth.
• Solid foundation in individual and trust taxation — HNW exposure a plus.
• Comfortable preparing complex returns and communicating directly with clients.
• Detail-oriented, self-directed, and comfortable working fully remote.
• Eager to grow beyond compliance into real advisory work.

CPA or EA preferred — eligible candidates actively pursuing licensure are welcome.

Benefits

• Base salary up to $125,000, commensurate with experience.
• Annual discretionary bonus — 10–15%.
• Unlimited PTO + two floating holidays + all standard US holidays.
• Medical coverage — multiple Cigna plan options.
• 401(k) — up to 4% employer match when employee contributes 5%.
• Commuter benefits — pre-tax contributions up to $325/month.
• Employee Assistance Program — 24/7 mental health and wellness support.

Location: 100% Remote (United States).