Remote HNW Tax Manager - Top 100 Firm

Overview

This opportunity is for a CPA with a strong background in public accounting, focusing on high-net-worth (HNW) clients. The role involves working on complex individual, trust, estate, and gift tax returns, as well as providing tax planning and client advisory services.

Location

• Candidates must reside in the United States
• 100% remote work environment

Compensation & Benefits

• Base salary range: $120,000 to $160,000 depending on experience
• Annual bonus
• Comprehensive benefits package including medical coverage and paid time off

Responsibilities

• Prepare and review individual, trust, estate, and gift tax returns
• Provide tax planning and advisory services to high-net-worth individuals, families, and closely held businesses
• Manage complex tax engagements beyond standard compliance
• Collaborate with team members and maintain long-term client relationships

Requirements

• Active CPA license required
• Minimum of 5 years of public accounting experience with a focus on high-net-worth clients
• Strong expertise in individual, trust, estate, and gift tax returns
• Proven experience in tax planning and client-facing advisory roles

Preferred Qualifications

• Experience working in a mid-sized, relationship-driven accounting firm
• Ability to work independently in a remote environment

About the Employer

The organization is a Top 100 independently owned public accounting and advisory firm with over 60 years of history. It maintains a mid-sized, collaborative culture focused on personalized client service and long-term partnerships. The firm serves high-net-worth individuals, families, and closely held businesses across key U.S. markets.

Application Process

Interested candidates are encouraged to apply. Even if this specific role does not perfectly match your background, other opportunities may be available within the organization.