Remote Tax Manager | HNW - Private Client Services | Top 100 Firm

Overview

A mid-sized regional accounting and advisory firm with over 300 employees and multiple locations nationwide is seeking a Remote Tax Manager for their High Net Worth (HNW), Trusts & Estates team. The firm has over 75 years of experience and serves a diverse client base including Ultra HNWIs, HNWIs, and family office clients. This is a fully remote position requiring the candidate to be located in the U.S.

Responsibilities

• Lead and manage client-facing tax engagements for high-net-worth individuals and family offices
• Review and oversee tax work related to individual (1040), trust (1041), gift (709), and estate (706) tax returns
• Supervise and mentor a team of tax professionals
• Maintain strong client relationships and provide expert tax advice

Requirements

• Active CPA license (EA or J.D. candidates will also be considered)
• Minimum 5-7+ years of public accounting and tax experience
• Proven experience working with high-net-worth clients and related tax filings (1040, 1041, 709, 706)
• Current or prior client-facing leadership role with team oversight responsibilities

Preferred Qualifications

• Experience in trusts and estates tax planning and compliance
• Strong communication and leadership skills

Compensation & Benefits

• Competitive salary up to $160,000+ with an annual bonus structure
• Remote work flexibility with equipment provided
• Comprehensive health benefits including medical, dental, and vision
• 401(k) match and profit sharing plan
• Generous paid time off starting at 4 weeks plus 10 paid holidays
• Opportunities for advancement and mentorship within a supportive team environment
• Optional company-paid travel to headquarters 1-2 times per year for key events and meetings

Location

• Must be located within the United States
• Fully remote position with flexible scheduling