Remote Tax Manager | Top 100 Wealth Management Firm + No Billables

Overview

A nationally recognized wealth management firm, ranked among the top 100 by Forbes, is seeking an experienced Tax Manager to join their growing Tax Services Team. The firm supports a diverse client base including ultra/high net worth individuals, closely held businesses, family offices, and investment-related entities. With over 350 employees nationwide and $25 billion in assets under management, the organization offers a collaborative, advisory-style environment without a traditional billable hour model.

Responsibilities

• Manage complex tax returns for high net worth individuals (HNWI), trusts, and passthrough entities
• Lead and mentor junior tax staff
• Oversee tax compliance and consulting engagements
• Collaborate with wealth management, financial planning, and business advisory teams to provide comprehensive client service

Requirements

• 5-7+ years of experience in public accounting or wealth management
• Minimum 1 year of management experience
• Strong technical expertise with complex HNWI, trust, and passthrough entity tax returns
• Bachelor's degree in Accounting or related field
• CPA or Enrolled Agent (EA) designation
• Must be U.S.-based and authorized to work in the U.S.

Preferred Qualifications

• Master's degree in Taxation
• Experience with tax return sign-off responsibilities
• Familiarity with CCH tax software products

Compensation & Benefits

• Competitive salary range: $125,000 - $160,000, depending on experience
• Annual discretionary bonuses up to 15%
• 401(k) plan with up to 5% employer match
• Comprehensive medical, dental, vision, and life insurance coverage
• Unlimited paid time off policy plus all standard holidays and 2 floating holidays
• 100% remote work flexibility
• No traditional billable hour requirements

Location

• This is a 100% remote position for candidates based in the United States.