Tax Senior/Reviewer (100% Remote + No Billable Hours)

Who We Are We are a nationally recognized wealth management firm with over $20B in assets under management looking for a Tax Reviewer to support our high-net-worth client base. This is not a traditional CPA firm—we're a planning-focused, client-centric environment where you'll work closely with financial advisors to provide comprehensive tax strategy and support. If you're looking to move away from the grind of public accounting, this is a unique opportunity to shift into a more balanced, advisory-driven role. What Stands Out About This Opportunity Work-Life Balance That Actually Exists: • No Billable Hours – Work is focused on impact, not tracking time • Reduced Busy Season: 50–55 hours/week max during peak season • Planning-Focused: Off-season dedicated to strategy, not just compliance • 100% Remote flexibility (or hybrid if near one of our offices) Professional Growth & Environment: • Non-Public Environment: Work alongside wealth and investment advisors • HNW Clientele: Exposure to complex individual, trust, and partnership returns • Collaborative culture focused on comprehensive client service • Opportunity to participate in tax planning strategies tied to broader wealth management goals What We Offer Compensation & Benefits: • Competitive salary up to $145k based on experience • Discretionary bonuses up to 10-15% • Comprehensive benefits package Professional Development: • Exposure to complex tax matters and high-touch clients • Cross-functional collaboration with financial planning and investment teams • Opportunity to grow from review work into strategic tax planning • Stay current on tax law changes impacting HNW clients Key Responsibilities • Review and prepare tax returns for HNW individuals, trusts, partnerships, and related entities • Quality control on complex tax filings and ensure accuracy • Collaborate with senior team members on tax planning strategies • Coordinate with financial planning and investment teams on client strategy • Communicate proactively with clients on tax matters and planning opportunities What We're Looking For Experience & Skills: • 1-2 years of tax review experience (public or private wealth preferred) • CCH Axcess and SurePrep experience required • Strong knowledge of individual and trust taxation • Excellent attention to detail and analytical skills • Strong communication and interpersonal skills Qualifications: • CPA or EA preferred (or in progress) • Bachelor's degree in Accounting, Finance, or related field Perfect For Someone Who: • Enjoys working with complex tax matters and high-touch clients • Wants more balance and broader exposure than traditional public accounting • Values a collaborative, non-public environment • Is ready to grow from review work into strategic tax planning Ready to join a firm that prioritizes both professional growth and work-life balance? We're looking to fill this position quickly to support our growing client base. Apply now or send your resume to keith.shuler@levelociti.com for faster consideration. Apply Job! Apply to this Job