Remote Tax Manager – Independent Firm – Ultra High Net Worth Team

Remote Ultra High-Net-Worth Tax Manager | Top 60 Independent CPA Firm

++Location++: Must be based in the U.S.

About Us:

We are one of the largest independently owned CPA firms in the U.S., with a history spanning over 50+ years. Today we’ve grown to over 600+ employees, with offices across multiple states on the West Coast alongside a large remote presence nationwide.

We’re also consistently recognized as a “Top Regional Accounting Firm” and a “Best Place to Work”, with accolades from leading industry publications including Inside Public Accounting & Accounting Today. While we’re a larger regional firm, we operate in small, close-knit teams, giving you the collaboration and quality of a boutique practice with the resources and stability of an industry leader.

Due to our growing book of business, we’re actively looking to add aTax Manager to our growing UHNW Tax team. In this role, you’ll have the opportunity for a clear Partner track, a strong collaborative culture, and competitive benefits including fully remote flexibility. You’ll also have the opportunity to partner exclusively with HNW + Ultra HNW clients and work on a team dedicated to this space.

This includes handling their associated 1040s, Fiduciary Taxes, and Private Foundations/990s.

Why Work with Us:

• Top 60 CPA Firm in the U.S. with a strong reputation (4/5 Stars on Glassdoor)
• Opportunity for clear growth opportunities, including a Partner track
• Partnering exclusively with upscale Ultra HNW clients
• Supportive leadership and strong tenured team with low turnover
• Remote presence nationwide (1/3 Staff is fully remote)

What We Are Looking For:

• Active CPA (will also consider J.D. or LLM)
• Minimum 5-7+ years of Public Accounting & Tax Exp.
• Prior experience partnering with HNW & UHNW clients with net-worth up to $100M+
• Currently a Tax Manager reviewing complex 1040s and fiduciary/partnerships/990s is a plus

What We Can

Offer:

• 100% Remote w/ equipment provided
• Competitive Salary Ranges (up to $185k+)
• Annual Bonuses (Performance-based)
• Generous PTO & Paid Holidays
• Comprehensive Benefits Package (Medical, Dental, Vision, and more)
• Opportunity for Director/Partner track, even in a fully remote setting
• Unique benefits including mental health resources, wellness programs, & lower hours during non-busy season