Remote Tax Manager - HNW Clients | No Billable Hours

High-Net-Worth Tax Manager - Top 20 RIA/ Wealth Management Firm

NOT a Public Accounting Firm

100% Remote Position - must be based in the U.S.

About Us

We are one of the fastest-growing Wealth Management / RIA firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services. Over the past 5+ years we have grown nationally and now have 200+ employees and over $25+ Billion in AUM. Our Tax team consists of 25+ professionals focused exclusively on working with High-Net-Worth clients & their associated businesses & fiduciary taxes.

Why Work with Us

• NO Billable Hours Tracked
• Lower Busy Season Hours vs. Traditional CPA Firm environment, without sacrificing the work you enjoy!
• Opportunity to work exclusively with High-Net-Worth & Ultra HNW Clients
• 8+ placements over the past several years on our Tax Team with 0% turnover
• Continuous L&D and mentorship opportunities with a Top 10 Wealth Management Firm that invests in its employees

What We Are Looking For

• Active CPA or EA (Enrolled Agent)
• Minimum 4-6+ years of Public Accounting & Tax experience
• Must have strong experience reviewing HNW 1040 returns
• Relevant Software experience is a plus – CCH Axcess & Sure Prep
• Prior experience working with High-Net-Worth clients and their associated entities required (Corps, Partnerships, Trusts, etc.)

What We Can Offer

• Competitive Salary Ranges (up to $155k+)
• Annual Discretionary Bonuses (typically up to 10%)
• 100% Remote Flexibility with equipment provided
• Full Health Benefits (Medical, Dental, Vision)
• 401k Match up to 4%
• Unlimited PTO Model + No Billable Hours Tracked
• 13 Paid Holidays a year (including 2 floating holidays)
• Opportunity to join a Wealth Management firm whose tax team is in growth mode – much better work life balance vs. CPA firms