Tax Manager - High Net Worth (Remote)

Overview

This fully remote position offers an opportunity to join a nationally recognized, mid-sized CPA and advisory firm with over 40 years of experience serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, families, executives, business owners, trusts, and complex multi-entity structures. The Private Client Services team specializes in sophisticated tax compliance, planning, and advisory work.

Multiple openings are available at the Manager, Senior Manager, and Director levels.

Responsibilities

• Review and manage complex Individual, Trust, Estate, Gift, and pass-through entity tax returns
• Provide tax planning and advisory support for HNW clients and multi-entity structures
• Manage client relationships and serve as a trusted advisor to individuals, families, and business owners
• Support multi-state tax matters, estate planning coordination, and compensation planning strategies
• Mentor and develop staff within the Private Client Services team
• Collaborate with leadership on client service and practice growth initiatives

Requirements

• Minimum of 6 years of public accounting experience focused on HNW, Private Client, or Individual taxation
• Strong experience reviewing complex 1040s, Trust, Estate, and pass-through entity returns
• CPA certification required
• Proven ability to manage client relationships and multiple engagements
• Excellent communication and advisory skills in a client-facing environment
• Ability to work effectively within a fully remote team structure

Compensation & Benefits

• Competitive base salary ranging from $140,000 to $220,000+ plus annual bonus
• Full benefits package including medical, dental, vision, life insurance, and short-term/long-term disability
• 401(k) plan with employer contribution and profit sharing
• Generous paid time off and paid holidays
• Flexible scheduling with reduced summer hours and manageable busy season workloads
• Paid continuing professional education (CPE), professional development, and education support
• Long-term advancement opportunities within a growing Private Client Services practice

Location

• Fully remote position available to candidates based anywhere in the United States

This role offers a collaborative culture with strong leadership support, flexible schedules, and a focus on advisory work for sophisticated HNW clients. Candidates seeking a sustainable workload and clear career growth paths are encouraged to apply promptly.