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

Role Description

In this leadership role, you’ll manage a diverse client portfolio, guide a team of tax professionals, and take ownership of tax planning and compliance projects across various industries focusing on HNW, Gift, Estate, Trust, including real estate, tech, construction, professional services, and more. You’ll collaborate closely with clients and senior leadership to deliver strategic insights and value.

Core Responsibilities

• Manage and deliver timely, high-quality tax services to a range of clients
• Lead and mentor a team of tax professionals
• Review complex tax filings, Gift, Estate, Trust, S Corps, C Corps, Partnerships, Individuals
• Develop and implement strategic tax planning initiatives
• Keep up with tax law updates and apply them effectively
• Foster strong client relationships and contribute to firm-wide strategy

Qualifications

• Bachelor’s in Accounting, Finance, or related field (CPA preferred)
• 5+ years of tax experience, with at least 2 years in a leadership role
• Strong technical expertise across entity types and individual taxation
• Excellent leadership and communication skills
• Able to manage multiple priorities in a remote, fast-paced environment

Benefits

• Competitive salary ($170k–$260k+)
• Generous annual performance bonuses
• 401(k) with 5% match
• Unlimited PTO + Summer Fridays off
• Reduced busy season hours (average 50–55 per week)

Company Description

We're a progressive, nationwide firm headquartered in Chicago with offices across the country. Our focus is on delivering top-tier tax services while maintaining a people-first, remote-forward culture. We offer strong compensation packages, equity opportunities, and a real commitment to work-life balance.