Remote Tax Senior — HNW Wealth Advisory, Unlimited PTO
$120kLevelociti
- Remote job
Levelociti, a national wealth management firm, is hiring a Tax Senior for a 100% remote role (United States). If you have 2–3+ years tax experience in public accounting or private wealth and are CPA or EA eligible, this position offers interesting work with real advisory impact and flexible hours. Base salary up to $120,000 plus a 10–15% annual bonus, unlimited PTO, and comprehensive benefits. You will work with high-net-worth clients across the country, focusing on planning and compliance in a #J-18808-Ljbffr Levelociti
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Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among... ...investment management, advanced tax planning, and multi‑... ...firm contribution, flexible PTO, tuition reimbursement, and strong... ...strong benefits Direct impact on HNW/UHNW client strategy at a...Remote jobSeniorTaxHigh net worthFull timeWork at officeFlexible hours- ...Points Shape impactful tax strategies for high-... ...work environment with unlimited PTO. Lead a dynamic team with... ...tax compliance and advisory services for high-net-... ...environment, balancing remote and on-site responsibilities... ...coordinate estate and wealth-transfer planning...Remote workSeniorTaxHigh net worth
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A leading advisory firm in Phoenix seeks an experienced Tax Senior Manager or Director to provide expert guidance to high-net-worth clients. This role focuses... ...tax advisory and brings strong leadership abilities. Remote, hybrid, or onsite work is available, and the role...Remote jobSeniorTaxHigh net worth- ...Tax Manager / Senior Tax Manager (Fully Remote | HNW & Trust/Estate Focus) Location: Denver, CO (... ...proactive tax planning and wealth transfer strategies... ...technical review and client advisory skills ~ Excellent... ...~401(k) match, strong PTO, paid holidays, and CPE...Remote workSeniorTaxHigh net worthFull time
$10 per hour
...delivering a comprehensive, tailored wealth management experience.... ...planning, insurance, and tax strategy. Transition existing... ...matching & Roth IRA options), unlimited PTO, growth opportunities at a fast... ...work best. We're built for both remote and hybrid collaboration...Remote workTaxHigh net worthFlexible hours$200k
...No Billables | 100% Remote Compensation Base + Uncapped... ...Is Not a Traditional Tax Role This is not a... ...position. This is a senior-level tax advisory role focused on... ...work. 100% remote team Unlimited PTO supported by a culture... ...and gift planning, and wealth transfer Client...Remote workSeniorTaxWork at officeFlexible hours- ...Services client is seeking a Senior Wealth Advisor to join their rapidly... ...is for you if you thrive in a remote-first environment, seek... ...across investment strategy, tax aware planning, retirement, estate... ...~9 + years of investment advisory experience. ~ A portable...Remote workSeniorTaxHigh net worth
- Jobot is a fast-growing private client tax advisory firm delivering proactive, year-round tax strategy powered by modern technology. We serve... ...core tax workflows on production AI systems. We’re seeking a Senior Tax Manager to move beyond compliance into strategic planning...SeniorTaxHigh net worth
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...CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are... ...Managers and high net worth (HNW) clients to develop and implement... ...understand their estate planning, tax planning, philanthropic vehicles... ...arrangement (proportion of on-site and remote work) will be discussed at the...Remote workSeniorTaxHigh net worthFull time$113k - $225k
...our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more... ...financial decisions with life goals.We’re selectively adding senior wealth advisors in key markets and offer a highly...SeniorTaxHigh net worthFull timeWork at officeShift work$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical... ...advise on investment strategy, tax planning, retirement... ...~10+ years of investment advisory experience ~ An existing client... ...dental, and vision plans Unlimited PTO + paid company holidays Solo...SeniorTaxHigh net worthWork at officeImmediate start- ...Senior Wealth Advisor Prosperity is a leading wealth management company... ..., Retirement, Estate, Tax, Business, and Insurance.... ...three days onsite and two days remote. What It Means to Work for... ...management and/or financial advisory services with demonstrated ability...Remote workSeniorTaxHigh net worthWork at officeLocal area
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...Tax Senior Manager/Partner – High Net Worth – Remote Tax Senior Manager/Partner – High Net Worth... ...or Partner to lead their HNW segment. The firm partners... .... Collaborate with wealth management teams to align... ...days ago Tax Managers - Unlimited PTO & up to $190K New...Remote workSeniorTaxHigh net worth16 hoursFull timeContract workWork at officeImmediate startWork from homeFlexible hours- ...planning, estate planning, tax planning, risk... ...experienced and motivated Senior Financial Advisor to join... ...Flexible schedule Remote work Guaranteed base... ...meetings throughout the wealth planning process to identify... ...across the wealth advisory team. Qualifications...Remote workSeniorTaxHigh net worthLocal areaFlexible hours
- ...\n \n \n \n \n Join Vanguard as a Wealth Advisor \n \n \n Are you a Certified... ...is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to candidates... ...goals related to investment advice, tax strategies, legacy and estate planning...Remote workSeniorTaxHigh net worthLocal area
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...CPA and business advisory services firm... ...an additional Tax Manager focused... ...advisory, finance, wealth planning accounting... ...for a more senior tax role. -CPA... ...Corp, individual, HNW, and complex entity... ...~ STI, LTIP ~ PTO, generous Policy... ...~ Hybrid and remote options can be established...Remote workTaxHigh net worthFull time$125.4k - $181.88k
...freedom. Empower Yourself.The Senior Private Wealth Advisor, Practice Lead plays... ..., income optimization, tax-advantaged savings strategies... ...contributions (up to 6%), financial advisory services, potential company... ...state or local law. ***For remote and hybrid positions you...Remote workSeniorTaxHigh net worth16 hoursFull timeTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeWork visaFlexible hours$200k
...Sr. Wealth Advisor Compensation: $200,000 per year... ...Job purpose: As a Senior Wealth Advisor, you... ...to the firm's wealth advisory and partner firms Represent... ...fee-based consulting, tax, mutual funds, money... ...& parental leave ~ Unlimited PTO ~ Hybrid schedule...SeniorTaxHigh net worthWork experience placementLocal area$130k - $160k
...Services Firm is Seeking a Senior Tax Manager to Join Their... ...A specialized tax and wealth advisory firm supporting high-... ...deep experience in HNW taxation, excels in a... ...flexibility after ramp-up—and remote may be an option for... ..., Great Culture, PTO, 401K, and much more!...Remote workSeniorTaxHigh net worthWork at officeLocal area3 days per week$300k
...Seeks Estate Planning Senior Associate or Junior... ...-based business advisory law firm has evolved... ...in corporate, tax, and estate planning... ...planning to preserve wealth across generations.... ...onsite, then 1 day remote; for more experienced... ...8 days (144 hours) PTO accrued...Remote workSeniorTaxHigh net worth- Private Wealth Advisor About Our Client Our client... ...High-Net-Worth (HNW) clients, providing... ...management, tax strategy, insurance... ...Arrangement: On-site or Remote Reporting Line: CEO... ...in wealth advisory or private wealth management... ...and paid time off (PTO) Additional fringe...Remote workTaxHigh net worthFull time
- NorthPoint Search Group is assisting an Atlanta-based boutique CPA and advisory firm in hiring a Senior Tax Accountant / Tax Supervisor for a remote role. You will lead high-level tax engagements, prepare complex returns, and provide trusted advisory support to business...Remote jobSeniorTaxHigh net worth
- If you are a HNWI Tax Professional, with Manager, Senior Manager or Director Level Experience... ...is a tax accounting and wealth optimization firm, that... ...and individuals.-Remotely Manage and mentor a team... ...Match - Potential Bonuses - Unlimited PTO (Minimum of 15 days you MUST...Remote workSeniorTaxHigh net worthWork at officeLocal area
- ...net-worth individual tax work Serve as... ...accounts in a fully remote environment Oversee... ...1120S, 1065, 1040 HNW) Manage client... ...deliverables, deadlines, and advisory communications year... ...mentor tax staff, seniors, and managers... ...benefits including PTO, health coverage,...Remote workSeniorTaxHigh net worth
$180k - $220k
...is a premiere, boutique wealth management firm providing... ...entrepreneurial, dynamic, senior professional to join the... ...advisors (e.g., attorneys, tax accountants) to deliver integrated advisory services Contribute to... ...tenure. ~ Hybrid remote work environment, "Work from...Remote workTaxHigh net worthTemporary workWork experience placementCasual workWork at officeFlexible hours$87.4k - $123.4k
...freedom. Empower Yourself. Senior Wealth Advisor, Practice Lead The... ...income strategies, tax-efficient investing and savings... ...financial decisions Partner with advisory team members and stakeholders... ...state or local law. ***For remote and hybrid positions you will...Remote workSeniorTaxHigh net worth16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours$170k - $225k
...Job Description Job: Senior Tax Manager (Trust, Estate,... ...Company-Paid Benefits ~ Remote Flexibility with... ...Regional Accounting & Advisory leaders with multiple locations... ...you enjoy on our HNW/ Fiduciary Tax Team - we... ...Sharing Plan ~ Generous PTO and Low Billable Hours...Remote workSeniorTaxHigh net worthImmediate start$225k
...Description Job Description Senior Tax Manager (Trust/Estate/... ...the U.S. Location: Remote (U.S-Based) About... ...Regional Accounting & Advisory leader with 5+... ...Manager to our Trust/Estate/HNW team. For this role, typically... ...Plan ~ Generous PTO & 10 Paid Holidays Off...Remote workSeniorTaxHigh net worthImmediate start
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