Remote HNW Tax Manager | Independent Boutique Firm | Low Busy Season Hours

Overview

A boutique CPA and advisory firm is seeking a Remote High-Net-Worth (HNW) Tax Manager to join their growing practice focused on individuals, families, trusts, and estates. This fully remote position requires candidates to be located in the US and authorized to work.

Responsibilities

• Manage tax engagements for high-net-worth clients including individuals, families, trusts, and estates
• Provide sophisticated tax planning and advisory services
• Oversee and review the work of tax staff
• Manage client relationships and advise clients directly on complex tax planning matters
• Operate independently in a remote work environment

Requirements

• Active CPA license required
• 5 to 7+ years of public accounting tax experience with a significant focus on high-net-worth clients
• Strong technical knowledge of HNW individual taxation, trust and estate planning, and pass-through entities
• Experience managing client relationships and supervising tax staff
• Self-directed and comfortable working fully remotely

Preferred Qualifications

• Experience in a boutique or independently owned CPA firm environment
• Demonstrated ability to handle complex tax planning and compliance for trusts and estates

Compensation & Benefits

• Base salary up to $160,000, commensurate with experience
• Discretionary performance bonus
• Reduced summer workweeks with shorter hours firm-wide
• Busy season hours are capped and managed to avoid extended crunch periods
• Generous paid time off and paid holidays
• Sabbatical leave eligibility for long-tenured employees
• All-expenses-paid fly-outs for remote employees multiple times per year
• Full reimbursement for continuing education and professional development
• Company events throughout the year inclusive of remote staff

Location

• 100% remote position
• Must be located within the United States and authorized to work