HNW / Private Client Tax Advisory – Manager through Principal (Remote)

Overview

A nationally growing advisory-focused CPA platform is expanding its Private Client practice and hiring multiple professionals ranging from Manager and Senior Manager to Principal / Practice Leader levels. The client base primarily consists of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, multigenerational families, closely held businesses, trusts, estates, and family office structures. This role is suited for tax professionals interested in planning and strategy beyond year-end compliance.

These fully remote positions are open nationwide.

Responsibilities

HNW Tax Manager / Senior Tax Manager

• Manage complex tax returns for HNW individuals, trusts, estates, and pass-through entities
• Review tax workpapers and deliverables
• Participate in advanced tax planning projects
• Work directly with clients and advisors
• Mentor associates and senior staff

HNW Tax Principal / Practice Leader

• Lead complex tax planning and advisory engagements
• Serve as lead relationship advisor to UHNW individuals, families, trusts, and closely held entities
• Drive strategic growth within the Private Client practice
• Mentor and develop future leadership talent
• Help shape the long-term direction of the practice nationally

Requirements

• CPA or EA designation required
• Strong experience in HNW / Private Client Services
• Deep understanding of individual taxation, trusts & estates, pass-through entities, and estate & gift concepts
• Experience in public accounting required

Preferred Qualifications

• MST, CFP®, JD/LLM, or advanced planning exposure is a plus

Compensation & Benefits

• HNW Tax Manager / Senior Manager: $140,000–$220,000+ depending on level, experience, and technical background
• HNW Tax Principal / Practice Leader: Base salaries range from mid-$200Ks to over $300,000+, depending on experience, leadership responsibilities, technical depth, and business development background
• Additional performance incentives and long-term growth opportunities available
• Comprehensive benefits package
• Flexible scheduling and strong work-life balance

Additional Information

• Fully remote work environment
• Collaborative national team with strong internal support and modern systems
• Emphasis on proactive tax strategy and long-term client relationships
• Clear advancement opportunities toward Partner / Principal leadership
• High-level technical collaboration

Location

• Fully remote, open nationwide