[Hiring] Senior Tax Manager / Director - Estate, Gift & Trust @Levelociti

Role Description

If you're a Trust, Estate & Gift Tax professional considering your next move, we're currently working with several growing CPA and advisory firms across the country that are expanding their Trust & Estate Tax practices. These opportunities range from boutique firms to Top 200 regional firms and include fully remote positions supporting high-net-worth individuals, trusts, estates, family partnerships, private foundations, and closely held businesses. Whether you're looking for more complex planning work, a better firm culture, greater flexibility, or a path toward leadership or Partner, we likely have an opportunity that aligns with your experience and long-term goals.

• Prepare and review Trust, Estate & Gift Tax returns
• Provide tax planning and advisory services for high-net-worth individuals and families
• Advise clients on estate, gift and wealth transfer planning strategies
• Manage client relationships and serve as a trusted advisor
• Review the work of staff and senior team members while providing coaching and technical guidance
• Collaborate with Partners and firm leadership on complex tax planning engagements
• Help develop and grow the Trust & Estate Tax practice (depending on level)

Qualifications

• Public accounting experience with a strong focus on Trust, Estate & Gift Tax
• Experience preparing and reviewing Trust (Form 1041), Estate and Gift Tax returns
• Experience working with high-net-worth individuals, trusts, estates and family wealth planning
• CPA preferred; J.D. candidates with relevant Trust & Estate Tax experience are also encouraged to apply
• Strong technical tax knowledge along with excellent communication and client relationship skills

Benefits

• Fully remote positions
• Competitive base salaries ranging from $175,000-$300,000+, depending on experience and level
• Annual bonus opportunities
• Flexible work schedules and excellent work-life balance
• Partnership and leadership advancement opportunities
• Medical, dental and vision insurance
• 401(k) with employer match
• Generous PTO and paid holidays
• CPA, CPE and professional development support
• Modern, cloud-based technology and collaborative remote teams

Company Description