Remote Tax Manager - HNW, Trusts, Estates Team | Top 100 Firm

Overview

A growing mid-sized regional accounting and advisory firm is seeking a Remote Tax Manager to join their High Net Worth (HNW), Trusts & Estates team. The firm has over 300 employees across multiple locations nationwide and has been established for more than 75 years. The team works with Ultra HNWIs, HNWIs, and family office clients.

This is a fully remote position, but candidates must be located in the U.S.

Responsibilities

• Lead and manage client-facing tax engagements for high-net-worth individuals and families
• 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
• Ensure compliance with tax regulations and provide strategic tax planning advice

Requirements

• Active CPA license (Enrolled Agent or J.D. candidates will also be considered)
• Minimum of 5-7 years of public accounting and tax experience
• Strong experience working with high-net-worth clients, including familiarity with 1040, 1041, 709, and 706 tax returns
• Current or prior experience in a client-facing leadership role, including reviewing work and managing a team

Preferred Qualifications

• Experience in trusts and estates tax planning and compliance
• Ability to work independently in a remote environment

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 coverage
• 401(k) plan with company match and profit sharing
• Generous paid time off starting at 4 weeks plus 10 paid holidays
• Opportunities for advancement and participation in mentorship programs
• Optional company-paid travel to headquarters 1-2 times per year for key events and meetings

Location

• Remote position; candidate must be located within the United States