Remote Senior Tax Advisor — Own Client Portfolio
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Levelociti is seeking a Senior Tax Advisor for a fully remote, nationwide role in wealth management. You will own your client list, prepare, review, and sign off on returns for small business owners, including S-corps, partnerships, and flow-throughs, without needing partner approvals.
The role requires CPA or EA credentials, 5–7+ years of tax experience, and comfort with independent sign-off. Expect a high level of client interaction and proactive planning advice.
The Remote Senior Tax Advisor — Own Your Client Portfolio position in the Legal, Consulting field is open for applications.
We appreciate your interest in this position.
Join Levelociti and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Remote Senior Tax Advisor — Own Your Client Portfolio role at Levelociti, based in United States.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).