Remote Senior Tax Associate | High-Net-Worth

Remote Senior Tax Associate | High-Net-Worth

Join to apply for the Remote Senior Tax Associate | High-Net-Worth role at LEVELOCITI.

Location : Remote (must be based in the U.S.).

Compensation : Competitive Salary ($80k-120k+) & Strong Annual Bonuses (~8-10%).

Benefits

• 401k Match up to 5%
• Unlimited PTO Model
• Reduced Summer Hours (~35 hours / week)
• Lower Busy Season Hours vs. CPA Firms & NO tracking of billable hours

About Us

We are one of the fastest-growing Wealth Management firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services. Over the past 5 years alone grown and now have 150+ employees nationwide and over $50 Billion in AUM. We have a Tax team focused exclusively on working with HNW clients & their associated businesses.

We've fully embraced the remote work model and are actively looking to add a new Tax Advisor to our growing Tax team.

Our emphasis on work-life balance means we do not track billable vs. total hours. If the work gets done, you can thrive in a fully remote setting working exclusively with HNW clients.

With this Tax Advisor role, you will handle compliance for Individuals & Business / Fiduciary returns and also engage in hands‑on advising for clients.

Why Work With Us

What We Are Looking For

What We Can Offer

What's Next

If you enjoy working with High-Net-Worth / Private Client Service clients and are ready to take your career to the next level in a fully remote setting with an established Wealth Management firm, please apply today or email your resume to belle.arriaga@levelociti.com to be considered. We just started coordinating interviews & are flexible to work with your schedule.

To view additional roles we are recruiting for, please visit : https : / / levelociti.com / job-search /

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