Senior Tax Manager/Tax Director - Estate, Gift & Trust - Up to $275K Base + Bonus
About the Job
We are a nationally recognized Top 100 CPA and Advisory firm with multiple offices across the United States and a long-standing reputation for delivering exceptional client service while creating an outstanding employee experience. As our Estate, Gift & Trust practice continues to grow, we're looking to add an experienced leader to help expand our team and serve an increasingly sophisticated client base.
The Trust & Estate group works with high-net-worth individuals, multi-generational families, family offices, business owners, and fiduciaries on complex estate, gift, and trust tax matters.
What Truly Sets Us Apart
- Award-winning culture focused on work-life integration—not just work-life balance
- Robust learning, leadership development, and continuing education programs
- Comprehensive health & wellness initiatives designed to support your well-being
- Opportunity to work with complex, high-net-worth clients and sophisticated tax planning engagements
What We're Looking For
- Active CPA required (JD/LLM or Master's in Taxation is a plus)
- 10+ years of public accounting tax experience
- Current Senior Tax Manager, Tax Director, or Partner (or experienced Manager ready for the next step)
- Extensive experience with Estate, Gift & Trust taxation
- Strong technical knowledge of Forms 706, 709, and 1041, fiduciary taxation, and estate & gift tax planning strategies
- Experience advising high-net-worth individuals, families, trusts, estates, and closely held business owners
- Proven ability to review complex returns, manage client relationships, mentor staff, and contribute to practice growth
- Business development experience is welcomed but not required
What We Can Offer
- Competitive base salary up to $275,000+ (DOE)
- Performance-based annual bonus
- Comprehensive Medical, Dental & Vision coverage
- 401(k) with employer match
- Generous PTO and paid holidays
- Flexible, fully remote work environment
- Wellness benefits and employee assistance programs
- Ongoing technical training, leadership development, and CPA/CPE support
- Clear pathway to Tax Partner for professionals looking to continue building their career
Next Steps
If you're an experienced Estate & Trust tax professional looking to join a nationally recognized firm where you can work on sophisticated engagements, lead a growing practice, and pursue a clear path to Partner—all while enjoying the flexibility of a fully remote environment—we'd love to speak with you.
To apply, you can apply to this position or email your resume to sean.westhorpe@levelociti.com.
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/