Job: Senior Tax Manager (Trust/Estate/HNW Team)

Location:Remote (U.S-Based)

Compensation: Competitive Salary ($175k-225k+) & Strong Bonuses

Benefits:

401k Match, Profit Sharing, and Company-Paid Benefits
100% Remote Flexibility with equipment provided
Lower Busy Season Hours (Max 50-55/week)
Opportunity to take over a book of business & have a true Partner Track (or Director)

About Us: We are an established Top 100 Mid-Sized Regional Accounting & Advisory leader with 5+ locations and over 200+ employees in CA & across the U.S. We've been in business for almost 100 years and have recently been in growth mode nationwide as we're fully embracing the remote work model.

We're also known as a "Best Place to Work" by multiple sources and we encourage all of our employees to adopt our People-First mindset, which helps to foster a culture of collaboration and avoid the typical burnout you see in this industry.

Also, unlike many Mid-Sized Regional firms today, we have remained independent for almost a century and have no plans to change this or sell to PE at any point. Instead, we enjoy growing organically & are excited to continue growing our teams.

Currently we are looking to add a Senior Tax Manager to our Trust/Estate/HNW team. For this role typically, you can expect about 25% of your time to be spent working with Estates & Gift and 65% Trusts & HNW individuals. You will also be overseeing a team and have hands-on client engagement opportunities.

Why Work with Us:

~25% of our Staff have been successfully working 100% remotely
Strong Company Culture that promotes Work-Life Balance to avoid burnout
Top 100 Accounting & Advisory Firm independently in business for ~100 years
4/5 Star Reviews on Glassdoor & Ranked "Best Place to Work" 2025, 2024, 2023

What We Are Looking For:

Active CPA (will also consider EA)
Minimum 8-10+ years of Public Accounting & Tax Exp.
Must have strong knowledge of Trusts, Estates, Gift, and HNW/1040 returns
Handling high level compliance, planning, and client engagement along with Supervising a Tax team

What We Can Offer:

Competitive Salary Ranges ($175k-225k+)
Strong Annual Bonus Structure based on merit/performance
Full Health Benefits (Medical, Dental, Vision)
401k Match + Profit Sharing Plan
Generous PTO & 10 Paid Holidays Off
True Partner Track (or Director track if not interested in Partner)

If interested, please apply today or email your resume to belle.arriaga@levelociti.com - we are actively interviewing and hiring, looking to fill the position within 30 days.

Levelociti

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100% Remote Senior Tax Manager (Trust/Estate/HNW)