LEVEL Advisors
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Direct message the job poster from LEVEL Advisors
Tax Manager – High-Net-Worth & Complex Tax Matters About Us We are a boutique accounting firm specializing in serving high-net-worth individuals, their families, and closely held entities. Our practice focuses on complex tax planning, consulting, and compliance, with an additional specialty in providing litigation support for high-stakes financial matters. We pride ourselves on delivering sophisticated, practical solutions with a personal touch.
We operate in a
remote-first environment , giving our team the flexibility to work effectively from anywhere while remaining highly collaborative and client-focused. Our culture prioritizes professional excellence while respecting personal time and balance.
Position Overview We are seeking an experienced
Tax Manager
to lead our tax department. This role will be central to delivering advanced tax consulting, overseeing staff work, and ensuring the firm continues to provide the highest level of technical expertise and client service. The ideal candidate thrives in a dynamic environment, enjoys solving complex tax problems, and has the leadership skills to mentor and manage a small team while also remaining hands‑on with the work.
Key Responsibilities
Provide advanced
tax consulting, research, and planning
for high-net-worth individuals, families, trusts, estates, and business entities.
Serve as a primary technical resource for addressing complex and nuanced tax matters.
Review and supervise staff-prepared tax returns to ensure technical accuracy, compliance, and alignment with strategic tax objectives.
Manage and develop the tax department, including hiring, delegating, training, and mentoring junior staff.
Partner with firm leadership on client engagements involving
litigation support, forensic analysis, and expert consulting .
Stay current on evolving tax laws and regulations and proactively identify opportunities and risks for client groupings.
Participate in business development opportunities by strengthening client relationships and demonstrating thought leadership.
Utilize technology tools effectively
(Practice CS by Thompson R and 90.io) to efficiently create projects, assign tasks, and manage and monitor work.
Qualifications
CPA license required ; advanced degree (JD, LLM, or MST) strongly preferred.
7+ years
of progressive experience in public accounting, with a strong focus on high-net-worth individuals and complex tax matters.
Proven ability to research, analyze, and advise on sophisticated tax issues.
Demonstrated experience in
reviewing tax returns
and guiding junior staff.
Experience with litigation support, forensic accounting, or expert testimony preferred but not required.
Comfortable working in a remote environment is PST, leveraging technology to collaborate and manage effectively.
What We Offer
Competitive compensation
and structured bonus tailored to experience and contribution.
A collegial, team-oriented environment with direct exposure to challenging and rewarding client work.
Medical , dental, orthodontia and vision benefits; 401k with contribution, Life, STD, LTD, EAP, 13 paid holidays and PTO.
The opportunity to take ownership of the tax function in a growing boutique firm.
A
remote-first culture
that values flexibility, professional independence, and collaboration.
A strong emphasis on
work-life balance , recognizing the importance of restoration and personal time.
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Business Consulting and Services
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Direct message the job poster from LEVEL Advisors
Tax Manager – High-Net-Worth & Complex Tax Matters About Us We are a boutique accounting firm specializing in serving high-net-worth individuals, their families, and closely held entities. Our practice focuses on complex tax planning, consulting, and compliance, with an additional specialty in providing litigation support for high-stakes financial matters. We pride ourselves on delivering sophisticated, practical solutions with a personal touch.
We operate in a
remote-first environment , giving our team the flexibility to work effectively from anywhere while remaining highly collaborative and client-focused. Our culture prioritizes professional excellence while respecting personal time and balance.
Position Overview We are seeking an experienced
Tax Manager
to lead our tax department. This role will be central to delivering advanced tax consulting, overseeing staff work, and ensuring the firm continues to provide the highest level of technical expertise and client service. The ideal candidate thrives in a dynamic environment, enjoys solving complex tax problems, and has the leadership skills to mentor and manage a small team while also remaining hands‑on with the work.
Key Responsibilities
Provide advanced
tax consulting, research, and planning
for high-net-worth individuals, families, trusts, estates, and business entities.
Serve as a primary technical resource for addressing complex and nuanced tax matters.
Review and supervise staff-prepared tax returns to ensure technical accuracy, compliance, and alignment with strategic tax objectives.
Manage and develop the tax department, including hiring, delegating, training, and mentoring junior staff.
Partner with firm leadership on client engagements involving
litigation support, forensic analysis, and expert consulting .
Stay current on evolving tax laws and regulations and proactively identify opportunities and risks for client groupings.
Participate in business development opportunities by strengthening client relationships and demonstrating thought leadership.
Utilize technology tools effectively
(Practice CS by Thompson R and 90.io) to efficiently create projects, assign tasks, and manage and monitor work.
Qualifications
CPA license required ; advanced degree (JD, LLM, or MST) strongly preferred.
7+ years
of progressive experience in public accounting, with a strong focus on high-net-worth individuals and complex tax matters.
Proven ability to research, analyze, and advise on sophisticated tax issues.
Demonstrated experience in
reviewing tax returns
and guiding junior staff.
Experience with litigation support, forensic accounting, or expert testimony preferred but not required.
Comfortable working in a remote environment is PST, leveraging technology to collaborate and manage effectively.
What We Offer
Competitive compensation
and structured bonus tailored to experience and contribution.
A collegial, team-oriented environment with direct exposure to challenging and rewarding client work.
Medical , dental, orthodontia and vision benefits; 401k with contribution, Life, STD, LTD, EAP, 13 paid holidays and PTO.
The opportunity to take ownership of the tax function in a growing boutique firm.
A
remote-first culture
that values flexibility, professional independence, and collaboration.
A strong emphasis on
work-life balance , recognizing the importance of restoration and personal time.
Seniority level Mid-Senior level
Employment type Full-time
Job function Accounting/Auditing and Finance
Industries Business Consulting and Services
#J-18808-Ljbffr