Remote Senior Tax Manager - Wealth Management - Comp

Senior Tax Manager – Up to $165K + Bonus (up to 15%+) + Commission

Hybrid OR Remote Options | Employee-Owned | National Wealth Management Firm

Make an impact. Own your future. Grow with a firm that’s growing nationwide.

As a rapidly expanding, employee‑owned wealth management firm, we believe the best ideas—and the best outcomes—come from people who have real ownership in their work. We’re seeking a few Tax Managers and Senior Tax Managers who are ready to take the lead in shaping a high‑performing tax function while enjoying the flexibility of a hybrid schedule and the career upside that comes from being part of an employee‑owned organization.

• Advise high‑net‑worth individuals, families, and closely held businesses on complex tax matters with a long‑term planning mindset.
• Lead, mentor, and develop a team of tax professionals, ensuring quality, accuracy, and a culture of growth.
• Oversee the review of federal and state tax returns, including individual, fiduciary, partnership, and corporate filings. 100% review role.
• Drive tax strategy and planning initiatives, partnering closely with wealth advisors, financial planners, and internal stakeholders across the firm.
• Serve as a trusted technical resource, staying current on tax developments and proactively identifying opportunities for clients.
• Play a key role in process improvement, leveraging technology and best practices as our national footprint expands.

• National Scale, Human Feel:
  We’re growing across the country, yet we remain collaborative, values‑driven, and committed to personalized service.
• Hybrid Flexibility:
  Enjoy meaningful in‑office collaboration paired with the autonomy and balance of remote work.
• Purpose‑Driven Work:
  Our mission is to help clients achieve lifelong financial well‑being—and we equip you with the resources to make a real impact.

• CPA or EA required.
• 5+ years of progressive tax experience, ideally within wealth management, public accounting, or a similar advisory‑focused environment.
• Proven leadership experience and a passion for developing others.
• Deep technical knowledge across individual, fiduciary, and pass‑through entity taxation.
• A consultative mindset and strong communication skills—someone who enjoys client interaction and complex problem‑solving.
• Ability to thrive in a dynamic, growth‑oriented firm.

• Competitive compensation (Up to $165K Base) + annual bonus (5‑15%+).
• Options for part ownership + comprehensive benefits including unlimited PTO.
• Flexible hybrid work model.
• Professional development support.
• A voice in shaping a growing national organization.

If interested you can apply to this position or email your resume to

To view additional roles we are recruiting for, please visit: