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

Role Description

Due to continued growth, we're hiring across multiple levels of our Trust, Estate & Gift team - from Tax Senior/Supervisor through Partner. This is a fiduciary-focused role: you'll be working primarily on Trusts, Estates, and Gift matters, with some High-Net-Worth 1040 work, but you won't be pulled onto business returns.

Qualifications

• Active CPA or J.D. (will also consider EA for strong candidates)
• Public accounting experience with a strong EGT focus
• Experience serving high-net-worth individuals, trusts, estates, and family entities
• Strong technical knowledge of fiduciary taxation and estate planning
• Excellent client communication and relationship-building skills
• Leadership experience

Requirements

• Leading Mid-Sized Accounting Firm
• Firm-sponsored Master's in Taxation and internal mentorship programs
• Busy season perks
• Leadership Development program for a clear track to Partner within ~2 years (even for fully remote!)

Benefits

• 100% Remote flexibility - if you prefer to come into one of our offices nationwide, hybrid is an option
• $160k/year - $250k/year + Annual Bonus
• Clear, actionable track for growth within
• Strong work-life balance
• Collaborative, technically sophisticated teams
• Comprehensive health, dental, and vision benefits
• 401(k) with employer match
• Generous PTO and paid holidays

Company Description

We are a well-established, independent public accounting firm offering Tax, Audit, Business Management, and Advisory services to a sophisticated client base spanning Private Equity, Real Estate, Media & Entertainment, and High-Net-Worth Individuals and Family Offices. We've built a dedicated Trust, Estate & Gift tax practice and are growing it further, with a clear, structured path to Partner for those who want it.