Jobs · Accounting

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

LEVELOCITI · United States · 3 days ago
RemoteRemoteAccounting$125k/yrFull-time
100% Remote Tax Senior | No Billable Hours | Top Wealth Management Firm | Up to $110k + Bonus Location: 100% Remote (United States) Compensation: Up to $125,000 base + 10–15% annual bonus Requirements: 3-4+ years of public accounting experience | CPA or EA preferred — eligible candidates welcome 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. If you have spent a few years in public accounting doing HNW work and are ready to make a move into a firm where the hours are reasonable, the work is interesting, and the environment is genuinely different, this is worth your time. Why This Role Is Different No Billable Hours — Ever — We do not track billable hours. You are measured on the quality of your work and your 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. You will develop real advisory skills, not just prep experience Work With Clients in Your Market — Wherever you are located, you will be working primarily with clients in your region. Real relationships, 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. The path forward is real and actively supported What We Are Looking For 3-4+ years of tax experience in public accounting or private wealthCPA or EA preferred — eligible candidates actively pursuing licensure welcomeSolid foundation in individual and trust taxation — HNW exposure a plusComfortable preparing complex returns and communicating directly with clientsDetail-oriented, self-directed, and comfortable working fully remoteEager to grow beyond compliance into real advisory work What We Offer Base salary up to $125,000, commensurate with experienceAnnual discretionary bonus — 10–15% Unlimited PTO + two floating holidays + all standard US holidaysMedical coverage — multiple Cigna plan options 401(k) — up to 4% employer match when employee contributes 5%Commuter benefits — pre-tax contributions up to $325/monthEmployee Assistance Program — 24/7 mental health and wellness supportNo billable hour tracking — ever 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 Tax Managers with HNW experience are also encouraged to apply — there may be an opportunity at your level as well. 

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