Note: The job is a remote job and is open to candidates in USA. LEVELOCITI is a rapidly expanding, employee-owned wealth management firm seeking a Senior Tax Manager or Principal Tax Manager. The role involves advising high-net-worth clients on complex tax matters, leading a team of tax professionals, and driving tax strategy initiatives within a hybrid work environment.
Responsibilities
• 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
Skills
• 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
Benefits
• Bonus (up to 15%+)
• Options for part ownership
• Comprehensive benefits including unlimited PTO
• Flexible hybrid work model
• Professional development support
Company Overview
• A Recruiting Company with Heart, Hustle, and High Standards. At Levelociti, we’re not just recruiters — we’re growth partners. It was founded in 2025, and is headquartered in West Palm Beach, Florida, US, with a workforce of 11-50 employees. Its website is https://levelociti.com/.
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