[Remote] REMOTE Senior/Principal Tax Manager - Wealth Management - $180K-$200K+ Total Comp

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 Apply tot his job