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HNW Tax Manager; Fully Remote

Remote / Online - Candidates ideally in
Dallas, Dallas County, Texas, 75201, USA
Listing for: Levelociti
Full Time, Remote/Work from Home position
Listed on 2026-10-29
Job specializations:
  • Accounting
    Tax Manager, Tax Advisor, Public Accounting, Tax Accountant
  • Finance & Banking
    Tax Manager, Tax Advisor, Tax Accountant
Salary/Wage Range or Industry Benchmark: 120000 - 150000 USD Yearly USD 120000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: HNW Tax Manager (Fully Remote)
Tax Manager - High-Net-Worth (Fully Remote)
High-Net-Worth Individuals
  • Complex 1040s
  • Private Client Tax
$120,000–$150,000 Base + Bonus | 100% Remote

We’re partnering with a growing CPA firm that is looking to add an experienced Tax Manager to its High-Net-Worth / Private Client practice.

This is a fully remote opportunity available anywhere in the U.S. and is ideal for a CPA with strong public accounting experience who has built their career around complex individual taxation and High-Net-Worth clients.

The firm offers the opportunity to work with sophisticated clients while remaining hands‑on with tax planning, review, and client relationships — without needing to relocate or return to an office.

What You’ll Be Doing

You’ll manage and review tax work for High-Net-Worth individuals and families, with a strong emphasis on complex 1040s and year‑round tax planning.

Responsibilities Include
  • Reviewing complex federal and multi-state individual tax returns (1040s)
  • Managing High‑Net‑Worth and affluent individual client relationships
  • Providing proactive tax planning throughout the year
  • Reviewing related pass‑through entity returns, including partnerships and S‑Corps
  • Working directly with Partners on complex client matters
  • Managing engagements and deadlines
  • Mentoring and developing senior and staff‑level team members
  • Identifying tax‑saving opportunities and providing proactive client advice

Experience with
Trusts & Estates, gift tax, or family wealth planning is valuable but not required.

What We’re Looking For
  • Active CPA
  • 5+ years of recent public accounting tax experience
  • Current or recent Tax Manager‑level experience preferred
  • Strong 1040 / individual tax background
  • Experience working with High‑Net‑Worth individuals
  • Strong tax review experience
  • Experience with pass‑through entities is a plus
  • Strong client‑facing and communication skills
  • Ability to effectively manage clients and engagements in a remote environment
Compensation & Benefits
  • $120,000–$150,000 base salary
  • Performance bonus
  • 100% remote anywhere in the U.S.
  • Comprehensive benefits
  • 401(k)
  • Generous PTO
  • Strong long‑term growth opportunity
  • Collaborative, established tax team
Highlights
  • Fully remote nationwide
  • $120K–$150K base + bonus
  • Strong focus on HNW individuals & complex 1040s
  • Year‑round tax planning and client advisory
  • Direct interaction with Partners and clients
  • Long‑term career growth
  • No relocation required
About

If you’d like to learn more - or simply have a confidential conversation about the opportunity -

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