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

Overview

A nationally recognized wealth management firm with over $30 billion in assets under management is seeking a Tax Manager to join their fully remote tax team. The firm works exclusively with high-net-worth and ultra-high-net-worth families across the United States, integrating tax services with financial planning and investment teams to provide comprehensive advisory work beyond tax return preparation.

Responsibilities

• Manage tax compliance and advisory services for high-net-worth clients
• Provide proactive tax planning in collaboration with wealth advisors, portfolio managers, and financial planners
• Advise clients and financial advisors on complex individual, trust, partnership, and S-corp tax matters
• Lead and supervise a small team, fostering strong client relationships primarily within your geographic region
• Ensure timely filing of tax returns, maintaining a manageable workload during busy season

Requirements

• Active CPA or Enrolled Agent (EA) designation required
• Minimum of 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 work independently and effectively in a fully remote environment
• Excellent communication and client advisory skills

Preferred Qualifications

• Experience working with ultra-high-net-worth clients
• Background in integrated wealth management teams

Compensation & Benefits

• Base salary up to $160,000, commensurate with experience
• Annual discretionary bonus of 10–15%
• Unlimited paid time off (PTO), two floating holidays, and all standard U.S. holidays
• Medical coverage 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
• No billable hour tracking or utilization requirements

Location

• 100% remote within the United States
• Client assignments primarily within your geographic region

This role offers a clear career path to Senior Manager and Director levels, with a focus on meaningful advisory work and work-life balance. Candidates with senior-level experience in high-net-worth tax are also encouraged to apply.