[Hiring] Trust & Estate Tax Manager @Levelociti

Role Description

We are hiring a Trust & Estate Tax Manager or Senior Manager to join a growing remote practice. If trust, estate, and gift tax is your specialty and you are looking for a firm that genuinely values that depth — this is worth your time.

• Trust & Estate Is a Core Practice — Not a Side Niche
  • We work with HNW individuals and families on estate planning, trust administration, gift tax, and succession planning.
  • The clients are sophisticated, the work is complex, and the relationships run deep.
• Fully Remote — Anywhere in the US
  • Work from wherever you are. The firm has built the infrastructure and culture to support remote professionals as full members of the team.
• Work Hard, Play Hard — Actually
  • Annual firm-sponsored trips to destinations like all-inclusive resorts in the Caribbean — not team-building exercises, just the team genuinely enjoying time together.
  • Half-day Fridays from May through August.
  • A firm that invests in its people inside and outside the office.
• Open Door Partner Culture
  • Partners are hands-on, accessible, and genuinely invested in developing the people around them.
  • You will not be sending emails into a void.
• Manageable Busy Season
  • The firm works hard during the winter months and intentionally builds the schedule to let people breathe once it is over.
  • Summers are relaxed by design.
• Independently Owned — No PE
  • No private equity. No merger disruption.
  • A firm that has been doing this the right way for over 30 years and intends to keep it that way.
• Global Network Access
  • Member of an elite global accounting association as the only DC-area firm chosen for membership — access to international resources well beyond what most mid-sized regional firms can offer.

Qualifications

• Active CPA, EA, or J.D. required
• 7–10+ years of tax experience at a public accounting firm or law firm
• Strong 1041 (Trust) and 706 (Estate) experience required — this is the core of the role
• Gift tax experience strongly preferred
• HNW individual (1040) experience strongly preferred
• Private foundation (990-PF) experience a plus
• Experience managing client relationships and supervising tax staff
• Comfortable advising clients and their advisors directly on complex estate and gift planning matters
• Self-directed and comfortable working fully remote

Requirements

• 7–10+ years tax experience
• Strong 1041 & 706 required
• CPA, EA, or J.D. required

Benefits

• Base salary up to $200k+, commensurate with experience — flexibility for the right candidate
• Discretionary performance bonus
• Annual firm-sponsored trips — all-inclusive, all expenses paid
• Half-day Fridays May through August
• CPA exam fee reimbursement + extra PTO to study + bonuses for passing
• Professional development, CPE, and conference support
• A firm that has earned its Best Accounting Firm to Work For recognition — repeatedly