Job Description

Job Description

Job Description

Job: Senior Tax Manager (Trust, Estate, Gift Team)

Compensation: Competitive Salary ($170k-225k+) & Strong Bonuses

Benefits:

• 401k Match, Profit Sharing, and Company-Paid Benefits
• Remote Flexibility with equipment provided
• Lower Busy Season Hours (Max 50-55/week)
• People First focused Culture with a tight-knit team

About Us: We are one of the Largest, Independent Top 100 Mid-Sized Regional Accounting & Advisory leaders with multiple locations in the Southeast (HQs in FL). For over 40+ years, we've made a name for ourselves in this area but also nationwide, including being recognized multiple times by Inside Public Accounting for national awards such as a "Best Place to Work" and "Top in Workplace and Culture".

What separates us from other firms in the Southeast is our strong emphasis on remaining an independent regional CPA firm growing organically vs. through acquisitions. Not getting involved with Private Equity investors has allowed us to continue to operate with the freedom and culture that makes us successful.

Due to organic growth and our growing book of business, we are looking to add a new Tax Manager to our EG&T / High-Net-Worth team. In this role, the majority of your time will be spent handling Fiduciary Tax returns, but we are still able to tailor this role to your strong suits if looking to handle HNWI returns as well. We are also able to offer a clear path for growth (up to Director or Partner) depending on your career goals.

Why Work with Us:

• Top 100 CPA Firm in the U.S. for 2025
• One of the Largest, Independent Accounting firms in the U.S., fostering a strong "People First" culture
• Busy Season Perks - Limited busy season hours, massages, wellness programs, and more
• You get to work with the type of clients you enjoy on our HNW/ Fiduciary Tax Team - we will tailor the role to your strong suits

What We Are Looking For:

• Active CPA (will also consider J.D.)
• Minimum 10+ years of Public Accounting & Tax Exp.
• Must have current Tax Management Exp. (Reviewing returns)
• Strong knowledge of Fiduciary Taxes - Trust (1041) Estate (706), and Gift (709) returns

What We Can Offer:

• Competitive Salary Ranges ($170k-225k+)
• Strong Bonus Structure
• Full Health Benefits (Medical, Dental, Vision) - portion paid by employer
• 401k Match + Profit Sharing Plan
• Generous PTO and Low Billable Hours
• True Partner Track (or Director track if not interested in Partner)

What's Next?

If this unique opportunity sounds interesting, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration.

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

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