HNW Senior Tax Manager/Director - Fully Remote - 200k-250k - Wealth Management
Senior Tax Manager / Director – Wealth Management Firm Location: Remote (Anywhere in the US) Compensation: $200K–$250K base + Business Development Incentives + Sign-On Bonus Apply confidentially: [email protected] We’re a nearly 100-year-old, independently owned wealth management and advisory firm serving high net worth families nationwide. We’re seeking a Senior Tax Manager or Director who wants meaningful client leadership without the pressure of public accounting—no billable hours, unlimited PTO, and a significantly lighter, more controlled busy season. This is an opportunity for a seasoned professional to step into a strategic, client-facing leadership role, guiding complex tax engagements while helping shape the direction of the tax practice. Why This Opportunity Stands Out • No Billable Hours – No tracking, no quotas, no pressure • Unlimited PTO – A culture that truly encourages time off • Shorter, More Manageable Busy Season – Intentionally structured workload • Remote Flexibility – Fully remote for East & Central Time Zones • Stable, Longstanding Firm – Nearly 100 years old with zero private equity involvement • High Retention – Average employee tenure of 9.5+ years • Leadership Opportunity – Influence strategy without rigid partner-track pressure • HNW Client Base – Deep, relationship-driven advisory work What You Will Be Working On • Lead and review complex 1040 engagements (~70–80% of workload) for high net worth individuals • Oversee pass-through entities (S corps, partnerships, family investment structures) • Provide advanced tax planning and strategic advisory services • Serve as a primary client relationship leader for key HNW families • Partner closely with wealth advisors on integrated planning strategies • Drive practice development initiatives and contribute to firm growth • Mentor and develop tax professionals; foster a high-performing, collaborative team What We’re Looking For • 8–12+ years of tax experience (public accounting, family office, or wealth management) • Deep expertise in complex individual taxation (HNW focus) • Strong experience with pass-through entities • Trust & estate tax knowledge is a plus • CPA or EA required • Proven ability to manage client relationships and lead engagements • Interest or experience in business development / practice growth • Strong leadership, communication, and strategic thinking skills • Comfortable operating in a remote-first, autonomous environment Compensation & Benefits • $200K–$250K base salary + performance incentives • Sign-On Bonus available • Unlimited PTO • No billable hours • Reduced, sustainable busy season • Medical, retirement match, life & disability insurance • Continuing education & certification support • Progressive, people-first culture with strong technology adoption If you're ready to step into a high-impact leadership role in a stable, client-focused wealth management environment—without the intensity of public accounting—this is a rare and compelling opportunity. Apply today or email your resume to [email protected] for confidential consideration. To explore more opportunities, visit: levelociti.com/job-search #LI-LVL1