Tax manager/senior tax manager - remote - ultra high net worth//family office

Fully Remote Tax Manager / Senior Tax Manager – Ultra-High-Net-Worth & Family Office

Compensation: Base Salary Up to $325,000 + Excellent Benefits | 100% Remote | Partner-Track Opportunity

Take Your Career to the Next Level — Without Sacrificing Your Lifestyle

Are you a high-performing tax professional who wants to work with some of the most sophisticated and successful individuals and families in the country? This is an exceptional opportunity to join a Top 100 nationally recognized CPA firm with a dedicated Ultra-High-Net-Worth (UHNW) practice serving clients with $50M+ in net worth, including complex family office engagements.

This firm has built a significant remote presence and created a genuinely inclusive environment where remote professionals are valued, connected, and given the same opportunities to grow and advance as their in-office counterparts. With a dedicated UHNW team, a strong culture, outstanding benefits, and a clear path toward partnership, this opportunity offers the chance to build a long-term career at the highest level of private client tax.

Why This Opportunity Stands Out

• 100% Remote: Work from anywhere within the firm's approved U.S. footprint.
• High-Net-Worth Clientele: Advise individuals and families with $50M+ in net worth.
• Dedicated UHNW & Family Office Practice: Collaborate with professionals who specialize in complex private client tax matters.
• Compensation Up to $325K Base: Competitive compensation designed to attract exceptional talent.
• Remote Career Development: Access meaningful mentorship, professional development, and advancement opportunities.
• Partner-Track Potential: Build a long-term future with a firm that invests in its people and promotes career growth.
• Inclusive Remote Culture: Join a firm with a substantial remote workforce and a track record of successfully integrating remote professionals.
• Excellent Benefits: Comprehensive benefits and a culture that values both professional excellence and personal well-being.

The Role

As a Tax Manager or Senior Tax Manager, you will play a key role in delivering sophisticated tax compliance and advisory services to an exclusive portfolio of ultra-high-net-worth individuals, families, and family office clients. You will work alongside an experienced, specialized team handling complex financial situations, multifaceted tax planning strategies, and high-touch client relationships. This is an opportunity to deepen your technical expertise, take ownership of client engagements, and develop the leadership skills needed for future advancement.

Key Responsibilities

• Manage complex individual tax compliance and planning engagements for UHNW clients with $50M+ in net worth.
• Support family office clients with sophisticated tax needs involving multiple entities, investments, and wealth structures.
• Oversee individual returns and related pass-through entity, trust, gift, and estate tax matters as applicable.
• Develop and implement proactive tax planning strategies tailored to clients' financial objectives.
• Build trusted relationships with clients, family office personnel, financial advisors, attorneys, and other external professionals.
• Review complex tax returns, research technical issues, and ensure high-quality deliverables.
• Mentor and develop staff while contributing to a collaborative, high-performing team.
• Identify opportunities to expand advisory services and strengthen client relationships.
• Contribute to practice growth and leadership initiatives as you progress toward more senior responsibilities.

What We're Looking For

• CPA license preferred or required, depending on level and experience.
• Strong public accounting background with significant individual tax experience.
• Experience serving high-net-worth or ultra-high-net-worth individuals and complex private client engagements.
• Familiarity with family office structures, trusts, estates, gifts, and related entity taxation is highly desirable.
• Demonstrated ability to manage engagements, communicate effectively with sophisticated clients, and lead teams.
• Strong technical research, problem-solving, and tax planning capabilities.
• A proactive, relationship-oriented mindset and an interest in long-term career advancement.

Build Your Future Here

This is more than another remote tax position. It is an opportunity to join a nationally recognized firm with a specialized UHNW platform, a supportive remote-first mindset, and the resources to help you advance professionally. If you're ready to work with exceptional clients, earn a highly competitive salary, and pursue a genuine path toward partnership — all while maintaining the flexibility of a fully remote role — this opportunity deserves a closer look.

Compensation: Base salary up to $325,000, depending on experience and qualifications, plus a strong benefits package.

Work Arrangement: Fully remote within the firm's approved U.S. locations.

If interested you can apply to this position or email your resume to sean.westhorpe@levelociti.com

To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/