[Remote] Remote Tax Manager - High Net Worth Clients | NO Billable Hours
Note: The job is a remote job and is open to candidates in USA. LEVELOCITI is a fast-growing Wealth Management firm specializing in High-Net-Worth clients. They are seeking a Remote Tax Manager to handle tax planning and compliance, with a focus on reviewing complex 1040 returns and engaging with clients. Responsibilities • Handling tax planning & compliance • Reviewing complex 1040 returns • Handling hands-on advising/client engagement responsibilities Skills • Active CPA or EA (Enrolled Agent) • Minimum 4-6+ years of Public Accounting & Tax Exp • Must have strong experience reviewing 1040 returns (prefer this to be at least 40-50% of your current focus) • Prior experience working with High-Net-Worth clients and their associated entities • Software - CCH Axcess & Sure Prep preferred Benefits • Annual Discretionary Bonuses (typically up to 10%) • Full Health Benefits (Medical, Dental, Vision) • 401k Match up to 4% • Unlimited PTO Model • 13 Paid Holidays a year (including 2 floating holidays) Company Overview • A Recruiting Company with Heart, Hustle, and High Standards. At Levelociti, we’re not just recruiters — we’re growth partners. It was founded in 2025, and is headquartered in West Palm Beach, Florida, US, with a workforce of 11-50 employees. Its website is Apply tot his job