100% Remote Tax Senior | No Billable Hours | Top Wealth Management Firm | Up to $110k + Bonus

Overview

This role is for a Tax Senior to join a growing remote tax team within 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. The firm operates as a wealth management platform with an integrated tax practice, collaborating with financial planners and investment specialists to provide comprehensive wealth solutions.

Location

• 100% Remote (United States)

Compensation

• Base salary up to $110,000, commensurate with experience
• Annual discretionary bonus of 10–15%

Responsibilities

• Prepare complex individual and trust tax returns, primarily for high-net-worth clients
• Communicate directly with clients to address tax matters
• Engage in proactive tax planning and wealth strategy outside of busy season
• Develop advisory skills by working alongside financial advisors
• Build and maintain client relationships within your regional market

Requirements

• 2–3+ years of tax experience in public accounting or private wealth management
• CPA or EA preferred; candidates actively pursuing licensure are welcome
• Solid foundation in individual and trust taxation; experience with high-net-worth clients is a plus
• Detail-oriented and self-directed with the ability to work fully remote
• Comfortable preparing complex returns and client communication
• Eagerness to grow beyond compliance into advisory roles

Benefits

• 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

• Manageable busy season averaging 50–55 hours per week
• Timely filing of returns to avoid extension season chaos
• Clear path to managerial roles with internal development and promotion

Candidates with tax associate or manager experience in high-net-worth tax are also encouraged to apply, as opportunities may be available at those levels.