Tax Manager 130 -150k - Fully Remote

Levelociti
Charlotte, NC

Job Description

Job Description

Tax Manager – HNW Individuals & Pass-Through Entities (Fully Remote | 40-Hour Weeks Year-Round | Real Work-Life Balance

Location ( North Carolina)

Salary 130k -150k

We’re a Top CPA firm with a strong presence in west North Carolina. We are looking to bring on a Remote Tax Manager to support its high-net-worth (HNW) and pass-through entity clients. This is a full-time, fully remote position with a true 40-hour

workweek — even during tax season.

If you're a tax professional who enjoys building strong client relationships, doing more than just compliance work, and working with a smart, collaborative team — this could be a great fit.

About the Firm

  • Fully remote team built on trust, accountability, and mentorship
  • Focused on planning and advisory , not just filings and deadlines
  • Strong client retention and referral-based growth
  • Tech-savvy, non-corporate culture (no layers of red tape)
  • Dedicated to maintaining a sustainable workweek all year long

About the Role

As a Tax Manager, you'll oversee a mix of HNW individuals, pass-through entities, and closely held businesses. You'll work directly with clients on planning, structuring, and strategy — not just reviewing returns. Clients often have multi-entity setups, international exposure, trusts, gifting strategies, and real estate or investment holdings.

What You'll Do:

  • Review and manage individual (1040), partnership (1065), S-Corp (1120S), and trust (1041) tax returns
  • Serve as a key advisor to clients — lead planning calls and help them think ahead
  • Support entity structuring, gifting strategies, multi-state and international tax matters
  • Mentor and guide junior team members
  • Work closely with partners on complex issues and planning projects

What They're Looking For

  • 5–10 years of public accounting experience, with a strong background in HNW or private client services
  • Deep understanding of pass-throughs, multi-entity structures, and trusts/estates
  • Comfortable taking ownership of client relationships and communicating clearly and proactively
  • Able to work independently in a remote, digital-first environment
  • CPA or EA required ; MST, LLM, or CFP® is a plus

Why This Firm?

  • True 40-hour workweeks (no kidding — even during deadlines)
  • High-level, interesting clients — entrepreneurs, investors, and business owners
  • Boutique firm with low bureaucracy and a supportive, professional team
  • Real emphasis on work-life balance and long-term career satisfaction

Interested?

Interviews are happening now. If you're looking for a role where you can do meaningful work , build real client relationships , and still have a life outside of work , this might be the opportunity you’ve been waiting for.

Posted 2025-10-24

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