[Hiring] HNW Tax Manager @Levelociti

Role Description

We are hiring a HNW Tax Manager to join a dedicated ultra-high-net-worth tax team — little to no business entity work, sophisticated individual and trust and estate engagements, and a client base that includes:

• Venture capitalists
• Hedge fund professionals
• Entertainers
• Athletes
• High-earning professionals across a wide range of industries

Why This Role Stands Out:

• Dedicated UHNW Practice: Focused exclusively on sophisticated individual, trust, and estate work.
• Diverse, High-Level Clientele: The breadth and sophistication of the client base sets this role apart from anything at a traditional regional firm.
• Flexibility Built In: Outside of busy season, hours are highly flexible.
• 100+ Remote Professionals Nationwide: Remote is not an afterthought here.
• Promotes From Within: Leadership is accessible and succession planning is taken seriously.
• Best Place to Work — Recognized: The firm has earned workplace recognition multiple years running.
• Independently Owned: A firm that has been doing this the right way for over 75 years.

What You Will Do:

• Lead and manage HNW individual, trust, and estate tax engagements for an ultra-high-net-worth client base.
• Review complex 1040, 1041, and 706 returns across a sophisticated and varied client portfolio.
• Advise clients directly on tax planning, wealth transfer, and estate strategies.
• Collaborate with family office and fiduciary teams on comprehensive client engagements.
• Mentor and develop senior associates and staff.
• Collaborate with partners and senior leadership on client strategy and practice development.
• Stay current on tax law changes affecting UHNW individuals, trusts, and estates.

Qualifications

• Active CPA required.
• 5+ years of HNW tax experience with a meaningful trust and estate focus.
• Strong technical foundation in individual, trust, and estate taxation — 1040, 1041, and 706.
• Experience managing client relationships and reviewing the work of tax staff.
• Comfortable advising HNW clients and their advisors directly on complex planning matters.
• Self-directed and comfortable working autonomously in a fully remote environment.

Requirements

• 5-6+ years HNW/Fiduciary Tax experience at a public accounting firm.

Benefits

• Base salary: $120,000–$175,000+, commensurate with experience.
• Discretionary annual performance bonus.
• Generous PTO.
• 401(k) with employer match.
• Comprehensive benefits package.
• 100% remote — work from anywhere in the US.
• Flexible hours outside of busy season.
• Clear, structured path to Partner.