Remote Tax Manager (High Net Worth) - Up to $200K Salary

Location: 100% Remote (U.S.-based)

Compensation: $140,000 - $200,000 base salary (DOE), annual discretionary bonuses, full benefits, 4 weeks PTO

About Us

We’re a well-established, Top 200 CPA & advisory firm with a dedicated focus on private wealth, trust, estate work, and closely-held business work. We work closely with high-net-worth individuals, multi-generational families, and closely held businesses, providing a mix of tax compliance and forward-looking planning around wealth preservation, estate strategies, and complex ownership structures. Our work tends to be more advisory in nature, with an emphasis on building long-term client relationships rather than operating in a high-volume environment.

From a cultural standpoint, our firm is known for being collaborative and team-oriented, with a practical approach to workload expectations. Busy season hours are typically around 50-55 hours per week, and there’s a consistent focus on flexibility, sustainability, and creating an environment where people can grow without burning out.

What You’ll Do

• Manage a portfolio of high-net-worth individuals, families, and closely held entities
• Review complex individual, trust & estate, gift, and business tax returns
• Provide proactive tax planning with a focus on wealth preservation, estate, and gift strategies
• Partner closely with clients, attorneys, and financial advisors on integrated planning
• Serve as a trusted advisor on complex tax matters for private clients
• Identify tax-saving opportunities and manage risk across multi-entity structures
• Mentor and review work of junior staff
• Stay current on evolving tax laws impacting HNW individuals, trusts, and estates

What We’re Looking For

• 5-10+ years of public accounting & tax experience
• Strong technical experience with 1040, 1041, and 709 taxation (trust & estate experience is key)
• Exposure to partnerships and closely held entities
• Experience working with ultra/high-net-worth individuals and family groups
• Ability to build relationships and operate as a primary client contact
• Bachelor’s Degree in Accounting, Finance, or related field
• Active CPA, EA, or J.D. required

What We Offer

• Salary: $140,000 - $200,000 (DOE)
• Annual discretionary bonuses
• 401(k) with match
• 4 weeks PTO + additional time off
• Flexible schedules + Summer Fridays (32-hour weeks/offseason)
• Comprehensive health, dental, vision, life, and disability coverage
• Partner track opportunities for high performers
• Team events, referral bonuses, and much more
• 100% remote schedule

Candidates must be U.S.-based and authorized to work in the U.S.