100% Remote Tax Manager | No Billable Hours | Top Wealth Management Firm | up to $160k + 10-15% Bonus

Overview

A nationally recognized wealth management firm managing over $30 billion in assets for high-net-worth and ultra-high-net-worth families across the United States is seeking a Remote Tax Manager. This role is fully remote within the United States and offers a base salary up to $160,000 plus a 10–15% annual bonus. The firm is not a public accounting firm but a wealth management platform with an integrated tax practice working alongside financial planners and investment specialists to provide comprehensive wealth solutions.

Responsibilities

• Manage tax compliance and advisory services for high-net-worth clients
• Perform technical review of individual, trust, partnership, and S-corp tax returns
• Communicate complex tax concepts directly to clients and financial advisors
• Lead and supervise a small team, providing guidance and oversight
• Collaborate with financial advisors to deliver proactive tax planning and wealth strategy year-round
• Build and maintain client relationships primarily within your geographic region

Requirements

• Active CPA or Enrolled Agent (EA) designation required
• Minimum of 5 years of tax experience, preferably with high-net-worth client exposure
• 1–2 years of supervisory or team leadership experience
• Strong technical expertise in individual, trust, partnership, and S-corp taxation
• Ability to communicate complex tax matters clearly to clients and advisors
• Self-directed and comfortable working fully remote

Preferred Qualifications

• Experience in public accounting or private wealth tax environments
• Background working with high-net-worth or ultra-high-net-worth clients

Compensation & Benefits

• Base salary up to $160,000, commensurate with experience
• Annual discretionary bonus of 10–15%
• Unlimited paid time off plus two floating holidays and all standard U.S. holidays
• Medical coverage with multiple Cigna plan options
• 401(k) plan with up to 4% employer match when employee contributes 5%
• Commuter benefits allowing pre-tax contributions up to $325/month
• Employee Assistance Program offering 24/7 mental health and wellness support
• No billable hour tracking; performance measured by quality of work and client relationships

Work Environment

• 100% remote position within the United States
• Manageable busy season averaging 50–55 hours per week during peak periods
• Year-round advisory work focused on proactive tax planning and wealth strategy
• Opportunity for career advancement with clear paths to Senior Manager and Director roles

Location

• Remote (United States only)