Remote HNW Senior Tax Manager

Location: 100% Remote (United States)

Compensation: Up to $225,000 base, depending on experience, plus discretionary bonus

Requirements: 8-10+ years UHNW tax experience | CPA, J.D., or LLM required | Strong tenure

We are a nationally recognized, independently owned CPA and advisory firm with decades of history and a significant remote presence across the country. We are large enough to offer sophisticated clients and deep resources, but we work in small teams, so you are never a number. No private equity, no merger pressure, and a leadership group that promotes from within.

We are hiring an HNW Senior Tax Manager to join a dedicated ultra-high-net-worth team. The work is almost entirely individual, trust, and estate, with little to no business entity compliance. This is a senior leadership seat with real client ownership and a direct line to the partners.

• A Dedicated UHNW Practice:
  Your clients are not “HNW” in the loose sense. Many have net worths in the $75M to $100M+ range, so the planning is complex and the relationships run deep.
• Elite, Diverse Clientele:
  Venture capital and private equity principals, hedge fund professionals, entertainers, athletes, and senior executives. No two client situations look alike.
• Fiduciary Tax Depth:
  Trusts, estates, and gift work sit at the center of the practice, with private foundation exposure alongside it.
• Senior-Level Ownership:
  You will lead a portfolio of the firm’s most complex UHNW relationships and guide the team that supports them.
• Flexibility Built In:
  Outside of busy season, hours are highly flexible. We trust our people to manage their time and deliver.
• Remote That Works: 100+ professionals already work remotely nationwide, so you are a full member of the team from day one.
• A Real Path to Partner:
  Leadership roles are filled from within, and senior leaders actively support your advancement. At this level, the path to Director and Partner is close and visible.
• Independent, No PE:
  The culture, the client relationships, and your autonomy are protected because ownership has chosen to keep it that way.
• Recognized Workplace:
  Repeatedly named a best place to work, because employees say so.

• Lead and oversee complex individual, trust, estate, and gift tax engagements for UHNW families
• Advise clients and their wealth advisors on planning, wealth transfer, and fiduciary matters
• Oversee 1040, 1041, 706, and 709 compliance, and 990-PF where applicable
• Own senior client relationships and serve as a trusted point of contact
• Manage, mentor, and develop managers, seniors, and staff
• Partner with leadership on client strategy, practice growth, and business development

• CPA, J.D., or LLM required
• 8-10+ years of tax experience with high-net-worth individuals, ideally in the $75M to $100M+ net worth range
• Deep trust, estate, and gift (fiduciary) tax experience
• Private foundation (990-PF) experience a plus
• Strong, stable tenure at prior firms
• Proven experience managing senior client relationships and leading teams
• Comfortable advising UHNW clients and their advisors directly on complex planning matters
• Self-directed and comfortable working autonomously in a remote environment

• Base salary up to $225,000, commensurate with experience
• Discretionary performance bonus
• Generous PTO
• 401(k) with employer match
• Comprehensive medical benefits
• Flexible hours outside of busy season
• 100% remote, work from anywhere in the US
• Clear, structured path to Director and Partner

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