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Remote Tax Director — Trust & Estate Services

Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listing for: Levelociti
Remote/Work from Home position
Listed on 2026-08-07
Job specializations:
  • Finance & Banking
  • Accounting
Salary/Wage Range or Industry Benchmark: 248000 - 303000 USD Yearly USD 248000.00 303000.00 YEAR
Job Description & How to Apply Below

Levelociti is seeking a Tax Director to lead our Trust & Estate practice and deliver expert fiduciary tax services to UHNW families. The role emphasizes technical leadership, client relationship management, and mentoring staff on complex returns and K-1 matters.

The ideal candidate has CPA licensure, 7 years in trust and estate taxation, and a track record of handling multi-state fiduciary engagements with high-volume K-1 reporting. Fully remote within the U.S. is offered.

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