[Hiring] High Net Worth / Ultra High Net Worth Tax Manager @Levelociti

Role Description

Are you a Tax Manager who enjoys working with High Net Worth and Ultra High Net Worth individuals but wants a better balance between your professional ambitions and personal life?

We're partnering with a highly regarded, mid-sized CPA firm based in the San Francisco Bay Area that has built an exceptional reputation for its culture, employee retention, and commitment to professional development. The firm is looking to add a talented HNW/UHNW Tax Manager to its growing team. This is a fully remote opportunity with a significant emphasis on both tax planning and compliance, working with sophisticated individual clients and their related tax matters.

Why This Opportunity Stands Out

• Fully Remote: Enjoy the flexibility of working from anywhere.
• Exceptional Work-Life Balance: Busy season hours capped at approximately 50 hours per week.
• Flexible Scheduling: Reduced schedule options available for those seeking additional flexibility.
• Outstanding Culture: Average employee tenure of 10+ years speaks volumes about the firm's environment and leadership.
• Professional Development: Strong commitment to helping employees grow technically and advance their careers.
• Competitive Compensation: Base salary up to $175K, depending on experience.
• Generous PTO: 4+ weeks of paid time off.
• Full Benefits Package: Comprehensive benefits designed to support you both professionally and personally.

What You'll Be Doing

• Manage tax planning and compliance engagements for High Net Worth and Ultra High Net Worth individuals.
• Develop and implement sophisticated tax planning strategies to minimize tax liabilities and maximize wealth preservation.
• Oversee the preparation and review of complex individual income tax returns.
• Work with clients on complex financial matters, investment activities, business interests, and wealth transfer considerations.
• Build and maintain strong client relationships while serving as a trusted tax advisor.
• Identify tax-saving opportunities and proactively communicate recommendations to clients.
• Mentor and develop staff while collaborating with partners and other members of the tax team.
• Stay current on federal and state tax legislation and identify opportunities to incorporate changes into client planning strategies.

Qualifications

• CPA license preferred.
• 5+ years of public accounting tax experience.
• Previous experience working with High Net Worth and/or Ultra High Net Worth individual clients.
• Strong technical knowledge of individual taxation, tax planning, and compliance.
• Experience managing client relationships and overseeing tax engagements.
• Excellent communication, organizational, and analytical skills.
• Someone who values collaboration, professional growth, and being part of a genuinely supportive team.

The Bottom Line

This is an opportunity to join a firm that understands great people do their best work when they're supported, challenged, and given the flexibility to enjoy life outside the office.

If you're looking for a long-term career opportunity with a firm that prioritizes its people just as much as its clients, this is absolutely worth exploring.

Compensation

• Up to $175K Base Salary + Full Benefits + 4+ Weeks PTO
• Location: 100% Remote

If interested you can apply to this position or email your resume to [email protected]

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/