Remote Tax Senior | No Billable Hours

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.

Requirements

• 2–3+ years tax experience in public accounting or private wealth
• CPA or EA preferred — eligible candidates actively pursuing licensure welcome
• 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

What We Offer

• Base salary up to $120,000, 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
• No billable hour tracking — ever