LEVELOCITI · 14 hours ago
Remote Senior Tax Associate | HNW focused | NO Billable Hours
United States
Full-time
Remote
Mid, Senior Level
$0/yr - $120K/yr
3+ years expLEVELOCITI is one of the fastest-growing Wealth Management firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services. They are seeking a Senior Tax Associate to handle compliance for individuals and business/fiduciary returns while also engaging in client advising responsibilities.
Staffing & Recruiting
Responsibilities
Must be based in the U.S
Handle compliance for Individuals & Business/Fiduciary returns
Handle hands-on advising/client engagement responsibilities
Qualification
Required
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 entities
Preferred
CCH Axcess and SurePrep Exp
Benefits
Strong Annual Bonus Structure
Full Health Benefits (Medical, Dental, Vision)
401k Match up to 5%
Unlimited PTO Model
Lower Busy Season Hours at a Wealth Management vs. CPA Firm
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