REMOTE Tax Manager/Tax Director | Top 20 RIA Firm + No Billable Hrs

About Us

We're a nationally recognized, Top 20 Registered Investment Advisory (RIA) firm in the U.S. that's in the process of bolstering our Tax Services team. As one of the country's premier independent wealth management firms, our firm specializes in serving high-net-worth & ultra-high-net-worth individuals, families, family offices, and closely held businesses. Our in-house tax team is viewed as strategic advisors — not just a compliance function — working alongside investment, estate planning, and family office professionals to deliver refined, year-round tax planning. Contrary to other WM tax teams, you'll work across the client's entire portfolio, including their trusts, partnerships, closely held businesses, and investment entities, allowing you to provide holistic tax planning and advice instead of working in a silo.

What You'll Do

• Serve as the primary tax advisor for a portfolio of HNWIs, families, and family offices
• Review complex Individual, S-Corp, Partnership, and Fiduciary tax returns
• Provide proactive, year-round tax planning — not just compliance
• Partner closely with investment advisors, estate planning professionals, and family office teams to deliver integrated solutions
• Build trusted, long-term relationships with a manageable client base in a no-billable-hour environment

What We're Looking For

• Ideally 7-10+ years of public accounting experience (or within a WM Tax department)
• At least 1-2+ years of management experience
• Strong technical knowledge of complex 1040, 1120s, 1065 (family-investment), and 1041 (trusts) returns
• Bachelor's Degree in Accounting, Finance, or a related field
• CPA, EA, or JD designation required

Nice to Have

• Master's Degree in Taxation
• Estate (706) and Gift (709) experience

What We Offer

• Competitive base salary: $150K - $220K (DOE)
• Annual discretionary bonus (up to 15%) + 401(k) with match
• Comprehensive medical, dental, and vision insurance
• FSA, HSA, and life insurance
• Unlimited PTO policy + all standard holidays
• Maternity/paternity leave
• No billable hours

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