Remote Tax Manager | High-Net-Worth | Independent RIA Firm

Overview

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 is seeking a Remote Tax Manager. This role is fully remote within the United States and offers a base salary up to $160,000 plus a 10–15% annual discretionary bonus.

This is not a public accounting firm but a wealth management platform with an integrated tax practice that collaborates with financial planners and investment specialists to provide comprehensive wealth solutions for sophisticated clients.

Responsibilities

• Manage tax engagements for high-net-worth clients primarily within your geographic region.
• Perform technical review and preparation of individual, trust, partnership, and S-corporation tax returns.
• Provide proactive tax planning and wealth strategy advisory services year-round alongside financial advisors.
• Communicate complex tax concepts clearly to clients and advisors.
• Supervise and lead junior tax staff.
• Maintain high-quality client relationships without tracking billable hours.

Requirements

• Active CPA or Enrolled Agent (EA) license required.
• Minimum of 5 years of tax experience, preferably with high-net-worth client exposure.
• 1–2 years of supervisory or team leadership experience.
• Strong technical expertise in individual, trust, partnership, and S-corp taxation.
• Comfortable working fully remote and self-directed.

Preferred Qualifications

• Experience in public accounting or private wealth tax environments.
• Proven ability to communicate complex tax matters to clients and financial advisors.

Compensation & Benefits

• Base salary up to $160,000, commensurate with experience.
• Annual discretionary bonus ranging from 10% to 15%.
• Unlimited paid time off plus two floating holidays and all standard U.S. holidays.
• Medical coverage with multiple plan options.
• 401(k) plan with up to 4% employer match when employee contributes 5%.
• Commuter benefits allowing pre-tax contributions up to $325 per month.
• Employee Assistance Program offering 24/7 mental health and wellness support.
• No billable hour tracking.

Work Environment

• Fully remote position within the United States.
• Workload averages 50–55 hours per week during busy season, limited to a few weeks before deadlines.
• Balanced busy season with timely filing to avoid extension season chaos.
• Emphasis on quality work and client relationships rather than timesheet tracking.

Location

• 100% remote within the United States.

Tax Senior Managers or Directors with high-net-worth experience are also encouraged to apply, as opportunities may be available at those levels.