Remote Tax Manager | High-Net-Worth | Independent RIA Firm

Job Overview

We are a nationally recognized wealth management firm managing over $30 billion in assets for high‑net‑worth families. We are hiring a Remote Tax Manager to join our dedicated tax team.

Key Attributes

• No billable hours – you are measured on quality and client relationships.
• Busy season workload stays manageable, averaging 50–55 hours per week during core periods.
• Year‑round advisory work, including proactive planning and wealth strategy.
• Client base primarily within your local region.
• Unlimited PTO and a culture that encourages its use.
• Clear career path with senior manager and director tracks.

Qualifications

• Active CPA or EA required.
• 5+ years of tax experience; public accounting or private wealth background welcome.
• 1–2 years of supervisory or team‑leadership experience.
• Strong technical foundation in individual, trust, partnership, and S‑corp taxation.
• High‑net‑worth client experience strongly preferred.
• Comfortable communicating complex tax concepts directly to clients and financial advisors.
• Self‑directed and comfortable working fully remote.

Compensation & Benefits

• Base salary up to $160,000, commensurate with experience.
• Annual discretionary bonus of 10–15 %.
• Unlimited PTO + two floating holidays + all standard U.S. holidays.
• Medical coverage – multiple Cigna plan options.
• 401(k) with up to 4 % employer match when the employee contributes 5 %.
• Commuter benefits – pre‑tax contributions up to $325 per month.
• Employee Assistance Program – 24/7 mental‑health and wellness support.

We are an equal opportunity employer.