REMOTE Tax Manager/Tax Director | Top 20 RIA Firm + No Billable Hrs

Overview

An established, nationally recognized Top 20 Registered Investment Advisory (RIA) firm is expanding its Tax Services team and seeking an Experienced Tax Manager, Senior Tax Manager, or Tax Director. The firm specializes in serving high-net-worth and ultra-high-net-worth individuals, families, family offices, and closely held businesses. The in-house tax team functions as strategic advisors, collaborating with investment, estate planning, and family office professionals to provide comprehensive, year-round tax planning across clients' entire portfolios.

This role offers an opportunity to move away from the traditional public accounting environment and focus on high-level tax planning in a client-centered setting with no billable hours.

Responsibilities

• Serve as the primary tax advisor for a portfolio of high-net-worth individuals, families, and family offices
• Review complex Individual, S-Corporation, Partnership, and Fiduciary tax returns
• Provide proactive, year-round tax planning beyond compliance
• Collaborate closely with investment advisors, estate planning professionals, and family office teams to deliver integrated tax solutions
• Build trusted, long-term relationships with a manageable client base in a no-billable-hour environment

Requirements

• 7-10+ years of public accounting experience or experience within a wealth management tax department
• At least 1-2+ years of management experience
• Strong technical expertise in complex 1040, 1120S, 1065 (family-investment), and 1041 (trusts) tax returns
• Bachelor's degree in Accounting, Finance, or a related field
• CPA, EA, or JD designation required

Preferred Qualifications

• Master's degree in Taxation
• Experience with Estate (706) and Gift (709) tax returns

Compensation & Benefits

• Competitive base salary ranging from $150,000 to $220,000, depending on experience
• Annual discretionary bonus up to 15%
• 401(k) plan with employer match
• Comprehensive medical, dental, and vision insurance
• Flexible Spending Account (FSA), Health Savings Account (HSA), and life insurance
• Unlimited paid time off policy plus all standard holidays
• Maternity and paternity leave
• No billable hours requirement

Location

• 100% remote position
• Candidates must be U.S.-based and authorized to work in the U.S.