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Remote Estate & Gift Tax Lead HNW Clients

Remote / Online - Candidates ideally in
Austin, Travis County, Texas, 73301, USA
Listing for: LEVELOCITI
Full Time, Remote/Work from Home position Listed on 2026-11-05
Job specializations:
  • Finance & Banking
    Tax Advisor, Wealth Management, Tax Manager
Salary/Wage Range or Industry Benchmark: 150000 - 250000 USD Yearly USD 150000.00 250000.00 YEAR

Job Description & How to Apply Below

Position: Remote Estate & Gift Tax Lead for HNW Clients

LEVELOCITI is partnering with leading CPA firms to hire Estate, Gift & Trust tax professionals from Manager through Principal levels. These remote roles serve high-net-worth and UHNW families, trusts, and family offices, focusing on complex compliance and sophisticated tax planning.

You will lead engagements, advise on wealth transfer strategies, and collaborate with attorneys and wealth advisors. Offering fully remote work, strong bonus potential, and a clear path to partnership across

This Full Time position is for the Remote Estate & Gift Tax Lead for HNW Clients role at LEVELOCITI.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Remote Estate & Gift Tax Lead for HNW Clients role in the description above.

We appreciate your interest in this position.

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