Trust & Estate Tax Senior Manager/Director

$170k - $260k

Levelociti

Job Description
Job Description
Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust
Location: Remote (U.S.-based)
Compensation: Competitive salary ($170k–$260k+)
Bonuses: Generous annual performance bonuses

Benefits Include:
401(k) with 5% match
Unlimited PTO + Summer Fridays off
Reduced busy season hours (average 50–55 per week)

About Us:
We're a progressive, nationwide firm headquartered in Chicago with offices across the country. Our focus is on delivering top-tier tax services while maintaining a people-first, remote-forward culture. We offer strong compensation packages, equity opportunities, and a real commitment to work-life balance.

Role Overview:
In this leadership role, you’ll manage a diverse client portfolio, guide a team of tax professionals, and take ownership of tax planning and compliance projects across various industries focusing on HNW,. Gift, Estate, Trust, including real estate, tech, construction, professional services, and more. You’ll collaborate closely with clients and senior leadership to deliver strategic insights and value.

Core Responsibilities:
Manage and deliver timely, high-quality tax services to a range of clients
Lead and mentor a team of tax professionals
Review complex tax filings, Gift, Estate, Trust, S Corps, C Corps, Partnerships, Individuals.
Develop and implement strategic tax planning initiatives
Keep up with tax law updates and apply them effectively
Foster strong client relationships and contribute to firm-wide strategy
Qualifications:
Bachelor’s in Accounting, Finance, or related field (CPA preferred)
5+ years of tax experience, with at least 2 years in a leadership role
Strong technical expertise across entity types and individual taxation
Excellent leadership and communication skills
Able to manage multiple priorities in a remote, fast-paced environment
Why Join Us?
Highly competitive pay and bonus structure
Emphasis on flexible work schedule, 100% Remote
Open PTO Policy and summer schedule perks
Supportive, collaborative team culture

If you're a high-performing tax professional looking for a new challenge with real growth potential, we’d love to connect.
Send me your resume today for immediate consideration!

Vacancy posted a month ago

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