Tax Preparer with Wealth Management Group (No Billable Hours) - Levelociti

Tax Preparer – High-Net-Worth ClientsUp to $120,000 Base + Bonus | Hybrid Flexibility | Multiple U.S. LocationsAre you a tax professional looking to move beyond the traditional public accounting model and gain exposure to comprehensive tax planning for high-net-worth individuals and families?We're partnering with a growing wealth management firm seeking a Tax Preparer to join its dedicated tax division. This is an opportunity to work alongside experienced tax leaders and wealth advisors, combining individual tax compliance with a more holistic approach to financial and tax planning.The OpportunityCompensation: Up to $120,000 base salary, plus bonus potentialLocations: NYC, Chicago, Dallas, Minneapolis, Milwaukee, Denver, Scottsdale, San Diego, or SeattleWork Arrangement: Hybrid flexibility, with the ability to work remotely and come into the office approximately 2–3 days per monthClientele: HNW/UHNW individuals and familiesExperience: 2–4 years of relevant tax experienceWhat Makes This Opportunity Different?Beyond compliance: Gain exposure to year-round tax planning and advisory work alongside tax professionals and wealth management advisors.No traditional billable-hour tracking: Work in an environment that prioritizes quality, client service, and results rather than billable-hour quotas.Collaborative environment: Work directly with tax leadership and financial advisors to understand the broader financial picture of the clients you serve.Meaningful growth: Join an expanding tax team with opportunities to continue developing your technical expertise and client-facing skills.Flexibility: Enjoy a remote-friendly work environment with limited in-office expectations.What They're Looking For2–4 years of relevant tax preparation experienceExperience focused on high-net-worth individual taxation and Form 1040 returnsCPA or EA credential, or eligibility to obtain oneStrong attention to detail and a commitment to delivering high-quality client serviceInterest in expanding beyond tax compliance into planning and advisory workAbility to collaborate effectively with tax colleagues and wealth management professionalsIf you're looking for a role that combines competitive compensation, flexibility, and exposure to sophisticated individual tax work without the traditional public accounting structure, this could be an excellent next step.