Remote Tax Senior | No Billable Hours

Overview

A nationally recognized wealth management firm managing over $30 billion in assets for high-net-worth and ultra-high-net-worth families across the United States is seeking a Tax Senior to join their growing remote tax team. This is a 100% remote position within the United States, offering a base salary up to $120,000 plus a 10–15% annual discretionary bonus.

This firm is not a public accounting firm but a wealth management platform with an integrated tax practice that collaborates closely with financial planners and investment specialists to provide comprehensive wealth solutions.

Responsibilities

• Prepare complex individual and trust tax returns primarily for high-net-worth clients.
• Communicate directly with clients to address tax-related matters.
• Engage in proactive tax planning and wealth strategy outside of busy season alongside advisors.
• Develop and maintain strong client relationships within your regional market.
• Deliver high-quality work without tracking billable hours.

Requirements

• 2–3+ years of tax experience in public accounting or private wealth management.
• CPA or Enrolled Agent (EA) preferred; candidates actively pursuing licensure are welcome.
• Solid foundation in individual and trust taxation; experience with high-net-worth clients is a plus.
• Detail-oriented, self-directed, and comfortable working fully remote.
• Strong communication skills and eagerness to grow beyond compliance into advisory roles.

Preferred Qualifications

• Experience working with high-net-worth or ultra-high-net-worth clients.
• Ability to manage workload effectively during busy season (averaging 50–55 hours per week).

Compensation & Benefits

• Base salary up to $120,000, commensurate with experience.
• Annual discretionary bonus ranging from 10% to 15%.
• Unlimited paid time off plus two floating holidays and all standard U.S. holidays.
• Medical coverage with multiple Cigna plan options.
• 401(k) plan with up to 4% employer match when employee contributes 5%.
• Commuter benefits allowing pre-tax contributions up to $325 per month.
• Employee Assistance Program providing 24/7 mental health and wellness support.
• No billable hour tracking.

Location

• This is a 100% remote position available to candidates located within the United States.

Additional Information

Tax Associates and Managers with high-net-worth experience are also encouraged to apply, as there may be opportunities at those levels as well.