Overview
A top-ranked, relationship-driven CPA firm is seeking a Remote Senior Tax Manager or Tax Manager specializing in High-Net-Worth (HNW) individuals. This fully remote position offers significant growth potential, direct client exposure, and an opportunity to contribute to the firm's national expansion.
Compensation: $130,000 – $190,000+
Location: Must be located in the U.S.
Responsibilities
- Manage and review a sophisticated portfolio of tax returns for High-Net-Worth individuals, trusts, estates, and gift tax
- Lead client strategy discussions on structuring, ownership transitions, generational wealth planning, and multi-state tax issues
- Provide proactive tax planning and advisory services beyond compliance
- Support, mentor, and develop junior team members, fostering a collaborative and high-performance culture
- Collaborate closely with firm leadership on strategic initiatives and client growth opportunities
Requirements
- 5-10+ years of public accounting experience focused on High-Net-Worth individuals, pass-through entities, trusts, estates, and gift tax
- Strong technical expertise with multi-entity structures, owner-level returns, investments, and wealth transfer planning
- Excellent communication skills and ability to build trusted, lasting client relationships
- Comfortable working fully remote in a paperless, high-accountability environment
- CPA certification required
Compensation & Benefits
- Fully remote work from anywhere in the U.S.
- Balanced work hours with busy season averaging 50-55 hours per week and flexibility throughout the year
- Exposure to high-end clients including HNWIs, entrepreneurs, closely held businesses, and family offices
- High autonomy with a high-trust, no micromanagement environment
- Opportunity to make a real impact by shaping the firm and building strong client relationships
Location