Note: The job is a remote job and is open to candidates in USA. LEVELOCITI is a fast-growing Wealth Management firm specializing in High-Net-Worth clients. They are seeking a Remote Tax Manager to handle tax planning and compliance, with a focus on reviewing complex 1040 returns and engaging with clients.
Responsibilities
• Handling tax planning & compliance
• Reviewing complex 1040 returns
• Handling hands-on advising/client engagement responsibilities
Skills
• Active CPA or EA (Enrolled Agent)
• Minimum 4-6+ years of Public Accounting & Tax Exp
• Must have strong experience reviewing 1040 returns (prefer this to be at least 40-50% of your current focus)
• Prior experience working with High-Net-Worth clients and their associated entities
• Software - CCH Axcess & Sure Prep preferred
Benefits
• Annual Discretionary Bonuses (typically up to 10%)
• Full Health Benefits (Medical, Dental, Vision)
• 401k Match up to 4%
• Unlimited PTO Model
• 13 Paid Holidays a year (including 2 floating holidays)
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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