LEVELOCITI
Tax Manager | Fully Remote | No Billable Hours | Top RIA Firm
LEVELOCITI, Los Angeles, California, United States, 90079
Tax Manager (Fully Remote) | No Billable Hours
Position:
Tax Manager Location: Fully Remote (US Only) Compensation: Up to $145K + 10-15% Performance Bonus
About Our Firm We are a nationally recognized wealth management firm managing over $30 billion in assets for ultra-high-net-worth clients. Our tax team supports sophisticated planning strategies for families with multi-generational wealth and complex financial structures. Unlike traditional public accounting firms, we operate in a collaborative, advisory-focused environment where tax professionals work directly with financial advisors and investment teams to deliver comprehensive wealth management solutions.
Position Overview We are seeking an experienced
Tax Manager
to join our growing tax department. This role offers the opportunity to lead complex tax matters for high-net-worth individuals while maintaining genuine work-life balance in a remote environment.
Key Responsibilities
Lead and oversee sophisticated individual and business tax return preparation
Manage and perform quality assurance on complex filings for clients with $5M+ net worth
Supervise junior tax professionals and provide technical guidance
Collaborate with wealth advisors on integrated tax planning strategies
Lead strategic tax planning initiatives during off-season periods (not just a compliance role)
Maintain direct client communication on tax matters and planning opportunities
Participate in business development and client retention efforts
Compensation & Benefits
Base Salary: Up to $145,000 (commensurate with experience)
Annual Bonus: 10-15% performance-based incentive
Benefits Package: Health, dental, and vision insurance
401(k) with company matching – up to 4%
Professional development budget
CPA license maintenance reimbursement
Flexible PTO policy
Work Environment & Culture
No billable hour requirements
Busy season limited to 50-55 hours maximum
Strategic advisory work during off-season periods
Fully remote work arrangement with flexible scheduling
Professional Growth Opportunities
Exposure to sophisticated wealth management strategies
Collaboration with investment professionals and estate planners
Continuing education support and career advancement pathways
Mentorship from senior tax directors
Leadership development and team management experience
Required Qualifications
Minimum 6-7 years of public accounting or wealth management (in tax) experience
At least 1-2 years as a Tax Manager (or Supervisor)
Public accounting or wealth management background with management experience
Active CPA license in good standing
Proficiency with CCH Axcess and SurePrep software
Experience advising high-net-worth clients directly
Proven leadership and team management skills
Strong technical knowledge of complex tax matters
Ideal Candidate Profile You are an experienced tax professional looking to transition from traditional public accounting to a more strategic, advisory-focused management role. You have experience leading teams and managing complex client relationships. You appreciate intellectual challenges but value work-life balance. You have extensive experience working with affluent clients and understand the nuances of sophisticated tax planning strategies. This position is ideal for professionals seeking to advance their careers in the wealth management industry while maintaining reasonable working hours, leading a team, and contributing to meaningful client outcomes.
Application Process Qualified candidates are encouraged to apply promptly for consideration. Please apply today, or send your resume directly to keith.shuler@levelociti.com. Note: We are also considering candidates at the Senior Tax Specialist and Senior Manager levels with strong high-net-worth experience. All qualified applicants are encouraged to apply.
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Tax Manager Location: Fully Remote (US Only) Compensation: Up to $145K + 10-15% Performance Bonus
About Our Firm We are a nationally recognized wealth management firm managing over $30 billion in assets for ultra-high-net-worth clients. Our tax team supports sophisticated planning strategies for families with multi-generational wealth and complex financial structures. Unlike traditional public accounting firms, we operate in a collaborative, advisory-focused environment where tax professionals work directly with financial advisors and investment teams to deliver comprehensive wealth management solutions.
Position Overview We are seeking an experienced
Tax Manager
to join our growing tax department. This role offers the opportunity to lead complex tax matters for high-net-worth individuals while maintaining genuine work-life balance in a remote environment.
Key Responsibilities
Lead and oversee sophisticated individual and business tax return preparation
Manage and perform quality assurance on complex filings for clients with $5M+ net worth
Supervise junior tax professionals and provide technical guidance
Collaborate with wealth advisors on integrated tax planning strategies
Lead strategic tax planning initiatives during off-season periods (not just a compliance role)
Maintain direct client communication on tax matters and planning opportunities
Participate in business development and client retention efforts
Compensation & Benefits
Base Salary: Up to $145,000 (commensurate with experience)
Annual Bonus: 10-15% performance-based incentive
Benefits Package: Health, dental, and vision insurance
401(k) with company matching – up to 4%
Professional development budget
CPA license maintenance reimbursement
Flexible PTO policy
Work Environment & Culture
No billable hour requirements
Busy season limited to 50-55 hours maximum
Strategic advisory work during off-season periods
Fully remote work arrangement with flexible scheduling
Professional Growth Opportunities
Exposure to sophisticated wealth management strategies
Collaboration with investment professionals and estate planners
Continuing education support and career advancement pathways
Mentorship from senior tax directors
Leadership development and team management experience
Required Qualifications
Minimum 6-7 years of public accounting or wealth management (in tax) experience
At least 1-2 years as a Tax Manager (or Supervisor)
Public accounting or wealth management background with management experience
Active CPA license in good standing
Proficiency with CCH Axcess and SurePrep software
Experience advising high-net-worth clients directly
Proven leadership and team management skills
Strong technical knowledge of complex tax matters
Ideal Candidate Profile You are an experienced tax professional looking to transition from traditional public accounting to a more strategic, advisory-focused management role. You have experience leading teams and managing complex client relationships. You appreciate intellectual challenges but value work-life balance. You have extensive experience working with affluent clients and understand the nuances of sophisticated tax planning strategies. This position is ideal for professionals seeking to advance their careers in the wealth management industry while maintaining reasonable working hours, leading a team, and contributing to meaningful client outcomes.
Application Process Qualified candidates are encouraged to apply promptly for consideration. Please apply today, or send your resume directly to keith.shuler@levelociti.com. Note: We are also considering candidates at the Senior Tax Specialist and Senior Manager levels with strong high-net-worth experience. All qualified applicants are encouraged to apply.
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