Remote Senior Tax Associate | High-Net-Worth
3 weeks ago
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 NO Billable Hours Tracked Lower Busy Season Hours vs. Traditional CPA Firm environment Opportunity to work exclusively with HNW clients and their associated businesses Zero turnover in past placements on our Tax Team Continuous L&D and mentorship opportunities with a Top 10 Wealth Management Firm that internally promotes for Management What We Are Looking For CPA or CPA Candidate (also consider EA) Minimum 3–5+ years of Public Accounting & Tax experience Strong 1040 experience (prefer at least 50% focus) Prior experience with High-Net-Worth clients and associated entities CCH Axcess experience preferred What We Can Offer Competitive Salary Ranges ($80k-120k+) Strong Annual Bonus Structure 100% Remote Flexibility Full Health Benefits (Medical, Dental, Vision) 401k Match up to 5% Unlimited PTO Model Opportunity to do more than just compliance work within a Wealth Management environment 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/ #J-18808-Ljbffr
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Washington DC, United States Jobot Full timeTax Manager – Seattle, WA (Hybrid/On-Site Options Available) Increase your chances of an interview by reading the following overview of this role before making an application. This Jobot Job is hosted by: A reputable and growing public accounting firm in Seattle is seeking an experienced Tax Manager to join their leadership team. This role offers the...
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Washington, United States Empower Retirement Full timeA financial services company located in Washington, D.C. seeks a Senior Private Wealth Advisor to lead advisory teams in providing tailored financial advice to high-net-worth clients. The role involves building strong client relationships and delivering proactive services to help clients achieve financial success. Ideal candidates will have a Bachelor's...
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Washington, United States Empower Retirement Full timeA financial services company in Washington DC is seeking a Senior Private Wealth Advisor to serve high-net-worth clients. This role involves providing proactive financial advice and managing client relationships effectively. Candidates should have over 10 years of experience in financial services and possess strong interpersonal skills. The company offers...
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High Net Worth Lending Specialist
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High Net Worth Lending Specialist
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Washington, Washington, D.C., United States RBC Full time $110,000 - $165,000 per yearJob DescriptionWhat is the opportunity?This role will support US Wealth Management (USWM) field and management to help grow the High Net Worth (HNW) lending business through serving as a key support for Senior High Net Worth Lending Specialists, financial advisors and their HNW and UHNW clients for all Tailored Lending products. Assist with HNW product...
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Washington, United States Compound Full timeA financial services firm in Washington is seeking an experienced Tax Director to build a modern tax practice. This role requires managing compliance and delivering holistic tax strategies to high-net-worth clients. The ideal candidate will have over 10 years of tax experience, a CPA license, and a strong background in equity compensation and multi-state tax...
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Tax Associate
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Washington, DC, United States TalentRemedy Full timeJob Description Do you take pride in having a strong work ethic, attention to detail, and passion for customer service? Would you enjoy the opportunity to work with a broad range of clients that span several industries? If so, we want to hear from you! We are seeking Senior Tax Accountants to join our growing office in downtown Washington, DC. We are a...
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Tax Senior
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Washington, United States Mazars Full timeDescription : Tax Senior - Private Client Services Mazars USA is hiring - If you are looking for a career where you can truly have a say , make an impact , and be valued , Mazars is the right place for you! Our Tax practice seeks an experienced and accomplished tax professional with strong technical skills, leadership capabilities, and experience in...
