HNW / Private Client Tax Advisory – Manager through Principal (Remote)

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For senior-level candidates, there is a clear path toward Principal / Partner-level responsibility and practice leadership.Fully Remote PlatformCollaborative national team with strong internal support, modern systems, and flexibility without sacrificing access to sophisticated work and clients.Open LevelsHNW Tax Manager / Senior Tax ManagerIdeal for professionals with strong private client tax experience who want broader planning exposure and increased client ownership.Managing complex HNW individual, trust, estate, and pass-through returnsReviewing tax workpapers and deliverablesParticipating in advanced tax planning projectsWorking directly with clients and advisorsMentoring associates and seniorsTypical compensation range: $140K--$220K depending on level, experience, and technical background.HNW Tax Principal / Practice LeaderIdeal for senior leaders with deep technical expertise, strong client advisory capabilities, and experience leading sophisticated HNW relationships.Leading complex tax planning and advisory engagementsServing as lead relationship advisor to UHNW individuals, families, trusts, and closely held entitiesDriving strategic growth within the Private Client practiceMentoring and developing future leadership talentHelping shape the long-term direction of the practice nationallyCompensation: Base salaries for senior leadership/principal-level hires can range from the mid-$200Ks to north of $300K, depending on experience, existing leadership responsibilities, technical depth, and business development background.

Additional performance incentives and long-term growth opportunities also available.Ideal BackgroundCPA or EA requiredStrong experience within HNW / Private Client ServicesDeep understanding of:Individual taxationTrusts & estatesPass-through entitiesEstate & gift conceptsExperience in public accounting requiredMST, CFP, JD/LLM, or advanced planning exposure is a plusAdditional HighlightsFully remoteStrong work-life balance relative to complexity of workNationally recognized leadership teamHigh-level technical collaborationClear advancement runway Private Client Tax Advisory - Manager through Principal (Remote)UHNW Individuals | Trusts & Estates | Family Office AdvisoryA nationally growing advisory-focused CPA platform is expanding its Private Client practice and hiring across multiple levels, ranging from HNW Tax Manager and Senior Manager up through Principal / Practice Leader.Openings exist for professionals who want to:deepening their exposure to sophisticated HNW planning workstep into more client-facing advisory responsibilitiesbuild and lead a practiceor position themselves for future Partner / Principal leadershipUnique HighlightsSophisticated HNW Client BaseWork directly with entrepreneurs, executives, investors, family offices, and multigenerational wealth structures involving:Trust & estate planningGift tax strategyPass-through structuringLiquidity eventsReal estate holdingsMultistate and complex individual taxationCharitable and legacy planningAdvisory-Focused EnvironmentThe firm places a major emphasis on proactive tax strategy and long-term client relationships rather than purely transactional compliance work.Real Growth OpportunityLeadership is actively looking to elevate strong technical professionals into larger client advisory and practice leadership roles.