[Hiring] Ultra HNW Tax Manager @Levelociti

Role Description

We are hiring an Ultra HNW Tax Manager to join a dedicated ultra-high-net-worth team. The work is almost entirely individual, trust, and estate, with little to no business entity compliance.

• Lead and review complex individual, trust, estate, and gift tax engagements for UHNW families
• Advise clients and their wealth advisors on planning, wealth transfer, and fiduciary matters
• Oversee 1040, 1041, 706, and 709 compliance, and 990-PF where applicable
• Own client relationships and serve as a trusted point of contact
• Mentor and develop senior associates and staff
• Partner with leadership on client strategy and practice growth

Qualifications

• CPA, J.D., or LLM required
• 5+ years of tax experience with ultra-high-net-worth individuals, ideally in the $75M to $100M+ net worth range
• Strong trust, estate, and gift (fiduciary) tax experience
• Private foundation (990-PF) experience a plus
• Strong, stable tenure at prior firms
• Experience managing client relationships and reviewing staff work
• Self-directed and comfortable working autonomously in a remote environment

Requirements

• 5+ years UHNW tax experience
• Strong tenure

Benefits

• Base salary of $125,000-$175,000+, commensurate with experience
• Discretionary performance bonus
• Generous PTO
• 401(k) with employer match
• Comprehensive medical benefits
• Flexible hours outside of busy season
• 100% remote, work from anywhere in the US
• Clear, structured path to Partner