Job Description

Join to apply for the Trust & Estate Tax Senior Manager/Director role at LEVELOCITI

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Join to apply for the Trust & Estate Tax Senior Manager/Director role at LEVELOCITI

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Position: Fully Remote Senior Tax Manager / Tax Director - Gift, Estate, Trust

Location: Remote (U.S.-based)

Compensation: Competitive salary ($170k$260k+)

Bonuses: Generous annual performance bonuses

Benefits Include

• 401(k) with 5% match
• Unlimited PTO + Summer Fridays off
• Reduced busy season hours (average 5055 per week)

About Us

We're a progressive, nationwide firm headquartered in Chicago with offices across the country. Our focus is on delivering top-tier tax services while maintaining a people-first, remote-forward culture. We offer strong compensation packages, equity opportunities, and a real commitment to work-life balance.

Role Overview

In this leadership role, youll manage a diverse client portfolio, guide a team of tax professionals, and take ownership of tax planning and compliance projects across various industries focusing on HNW,. Gift, Estate, Trust, including real estate, tech, construction, professional services, and more. Youll collaborate closely with clients and senior leadership to deliver strategic insights and value.

Core Responsibilities

• Manage and deliver timely, high-quality tax services to a range of clients
• Lead and mentor a team of tax professionals
• Review complex tax filings, Gift, Estate, Trust, S Corps, C Corps, Partnerships, Individuals.
• Develop and implement strategic tax planning initiatives
• Keep up with tax law updates and apply them effectively
• Foster strong client relationships and contribute to firm-wide strategy

Qualifications

• Bachelors in Accounting, Finance, or related field (CPA preferred)
• 5+ years of tax experience, with at least 2 years in a leadership role
• Strong technical expertise across entity types and individual taxation
• Excellent leadership and communication skills
• Able to manage multiple priorities in a remote, fast-paced environment

Why Join Us?

• Highly competitive pay and bonus structure
• Emphasis on flexible work schedule, 100% Remote
• Open PTO Policy and summer schedule perks
• Supportive, collaborative team culture

If you're a high-performing tax professional looking for a new challenge with real growth potential, wed love to connect.

Send me your resume today for immediate consideration!

To view additional roles we are recruiting for, please visit:

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Staffing and Recruiting

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Job Tags

Full time, Summer work, Immediate start, Remote work, Flexible hours,

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