What are the responsibilities and job description for the Remote Senior Tax Associate | High-Net-Worth position 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 ModelReduced Summer Hours (~35 hours/week)Lower Busy Season Hours vs. CPA Firms & NO tracking of billable hoursHNW Senior Tax Associate/ Tax AdvisorAbout 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, we've grown and now have 150 employees nationwide and over $50 Billion in AUM. From this, we have 20 people on our Tax team focused exclusively on working with HNW clients & their associated businesses.We've also fully embraced the remote work model & are actively looking to add a new Tax Advisor to our growing Tax team.Some things that set us apart from the traditional Public Accounting environment are that we have a true emphasis on work-life balance and do not track billable vs. total hours. As long as the work is getting done, you have the opportunity to thrive in a fully remote setting, working exclusively with HNW clients.With this Tax Advisor role, while you will still be handling compliance for Individuals & Business/Fiduciary returns, you'll also be handling hands-on advising/client engagement responsibilities as well.Why Work with Us:NO Billable Hours TrackedLower Busy Season Hours vs. Traditional CPA Firm environment, without sacrificing the work you enjoyOpportunity to work exclusively with HNW clients and their associated businessesWe've done 6 placements over the past several years on their Tax Team here with 0% turnoverContinuous L&D and mentorship opportunities with a Top 10 Wealth Management Firm that internally promotes for ManagementWhat We Are Looking For:CPA or CPA Candidate (will also consider EA)Minimum 3-5 years of Public Accounting & Tax Exp.Must have Strong 1040 Exp. (prefer this to be at least 50% of your focus)Prior experience working with High-Net-Worth clients and their associated entitiesCCH Axcess Exp. preferredWhat We Can Offer:Competitive Salary Ranges ($80k-120k )Strong Annual Bonus Structure100% Remote FlexibilityFull Health Benefits (Medical, Dental, Vision)401k Match up to 5%Unlimited PTO ModelOpportunity to do more than just compliance work with a Wealth Management vs. CPA FirmWhat'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/ #LI-LVL1
Salary : $80,000 - $120,000
