Remote Tax Manager | No Billable Hours | Wealth Management | Up to $160k + Bonus

Overview

This role is a fully remote Tax Manager position based in the United States, offering a base salary up to $160,000 plus a 10–15% annual discretionary bonus. The employer is a nationally recognized wealth management firm managing over $30 billion in assets, serving high-net-worth and ultra-high-net-worth families nationwide. The tax practice is integrated with financial planning and investment teams, providing opportunities for meaningful advisory work beyond tax return preparation.

Responsibilities

• Manage sophisticated high-net-worth tax engagements with a focus on individual, trust, partnership, and S-corp taxation
• Provide direct advisory services to clients and financial advisors on complex tax planning matters
• Collaborate year-round with wealth advisors, portfolio managers, and financial planners on proactive tax planning
• Lead and supervise junior team members, fostering a high-performing remote team environment
• Maintain strong client relationships primarily within your geographic region

Requirements

• Active CPA or Enrolled Agent (EA) license required
• Minimum 5 years of high-net-worth tax experience, either in public accounting or private wealth management
• 1–2 years of supervisory or team leadership experience
• Strong technical expertise in individual, trust, partnership, and S-corp taxation
• Ability to advise clients and financial advisors directly on complex tax planning
• Self-directed, polished professional comfortable working fully remote

Preferred Qualifications

• Experience working with high-net-worth and ultra-high-net-worth clients
• Proven ability to manage client relationships and lead teams remotely

Compensation & Benefits

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

Work Environment

• 100% remote position within the United States
• Reasonable hours with a busy season averaging 50–55 hours for a few weeks leading up to deadlines
• Extension season is managed to avoid prolonged workload spikes
• Emphasis on work-life balance and a supportive culture encouraging PTO usage

Advancement Opportunities

• Clear career progression paths to Senior Manager and Director levels are actively supported

Location

• United States (fully remote)

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