What are the responsibilities and job description for the Hybrid Tax Manager/Senior Tax Manager - Wealth Management position at LEVELOCITI?
Tax Manager & Senior Tax Manager roles - Up to $165K Bonus
Hybrid & Remote Options | Employee-Owned | National Wealth Management Firm
Make an impact. Own your future. Grow with a firm that’s growing nationwide.
As a rapidly expanding, employee-owned wealth management firm, we believe the best ideas—and the best outcomes—come from people who have real ownership in their work. We’re seeking a few Tax Managers and Senior Tax Managers who are ready to take the lead in shaping a high-performing tax function while enjoying the flexibility of a hybrid schedule and the career upside that comes from being part of an employee owned organization.
What You’ll Do
As a senior leader on our tax team, you will:
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/
Hybrid & Remote Options | Employee-Owned | National Wealth Management Firm
Make an impact. Own your future. Grow with a firm that’s growing nationwide.
As a rapidly expanding, employee-owned wealth management firm, we believe the best ideas—and the best outcomes—come from people who have real ownership in their work. We’re seeking a few Tax Managers and Senior Tax Managers who are ready to take the lead in shaping a high-performing tax function while enjoying the flexibility of a hybrid schedule and the career upside that comes from being part of an employee owned organization.
What You’ll Do
As a senior leader on our tax team, you will:
- 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.
- National Scale, Human Feel: We’re growing across the country, yet we remain collaborative, values-driven, and committed to personalized service.
- Hybrid Flexibility: Enjoy meaningful in-office collaboration paired with the autonomy and balance of remote work.
- Purpose-Driven Work: Our mission is to help clients achieve lifelong financial well-being—and we equip you with the resources to make a real impact.
- 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.
- Competitive compensation (Up to $165K Base) annual bonus (5%)
- Options for part ownership comprehensive benefits including unlimited PTO
- Flexible hybrid work model
- Professional development support
- A voice in shaping a growing national organization
To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/
Salary : $165,000