LEVELOCITI · 1 day ago
Remote High Net Worth Tax Director | Top 10 RIA Firm | Salary up to $215k+
United States
Full-time
Remote
Director/Executive
$215K/yr - $215K/yr
10+ years expLEVELOCITI is one of the fastest-growing Wealth Management/RIA firms in the U.S., specializing in High-Net-Worth and Ultra High-Net-Worth services. They are seeking a High Net Worth Tax Director to join their remote tax team, focusing on providing tax services to high-net-worth clients with a strong emphasis on work-life balance and growth opportunities.
Staffing & Recruiting
Responsibilities
Must have strong experience reviewing 1040 returns & associated entities
Strongly Prefer prior experience working with High-Net-Worth clients with net worth up to $100M+
Qualification
Required
Active CPA (will also consider EA)
Minimum 10+ years of Public Accounting & Tax Exp
Must have strong experience reviewing 1040 returns & associated entities
Preferred
Strongly Prefer prior experience working with High-Net-Worth clients with net worth up to $100M+
Benefits
Annual Discretionary Bonuses (typically up to 10%)
Strong Health Benefits Package (Medical, Dental, Vision)
401k Match up to 4%
Unlimited PTO Model
13 Paid Holidays a year (including 2 floating holidays)
Company
LEVELOCITI
A Recruiting Company with Heart, Hustle, and High Standards. At Levelociti, we’re not just recruiters — we’re growth partners.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase