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

About UsWe'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 DoServe as the primary tax advisor for a portfolio of HNWIs, families, and family officesReview complex Individual, S-Corp, Partnership, and Fiduciary tax returnsProvide proactive, year-round tax planning — not just compliancePartner closely with investment advisors, estate planning professionals, and family office teams to deliver integrated solutionsBuild trusted, long-term relationships with a manageable client base in a no-billable-hour environmentWhat We're Looking ForIdeally 7-10+ years of public accounting experience (or within a WM Tax department)At least 1-2+ years of management experienceStrong technical knowledge of complex 1040, 1120s, 1065 (family-investment), and 1041 (trusts) returnsBachelor's Degree in Accounting, Finance, or a related fieldCPA, EA, or JD designation requiredNice to HaveMaster's Degree in TaxationEstate (706) and Gift (709) experienceWhat We OfferCompetitive base salary: $150K - $220K (DOE)Annual discretionary bonus (up to 15%) + 401(k) with matchComprehensive medical, dental, and vision insuranceFSA, HSA, and life insuranceUnlimited PTO policy + all standard holidaysMaternity/paternity leaveNo billable hoursCandidates must be U.S.-based and authorized to work in the U.S.
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