Tax Preparer – High-Net-Worth Clients

Up to $120,000 Base + Bonus | Hybrid Flexibility | Multiple Offices

Are you a tax professional looking to move beyond the traditional public accounting model and gain exposure to comprehensive tax planning for high-net-worth individuals and families?

We’re partnering with a growing wealth management firm seeking a Tax Preparer to join its dedicated tax division. This is an opportunity to work alongside experienced tax leaders and wealth advisors, combining individual tax compliance with a more holistic approach to financial and tax planning.

The Opportunity

Compensation: Up to $120,000 base salary, plus bonus potential
Locations: NYC, Chicago, Dallas, Minneapolis, Milwaukee, Denver, Scottsdale, San Diego, or Seattle
Work Arrangement: Hybrid flexibility, with the ability to work remotely and come into the office approximately 2–3 days per month
Clientele: HNW/UHNW individuals and families
Experience level: 2–4 years of relevant tax experience

What Makes This Opportunity Different?

Beyond compliance: Gain exposure to year-round tax planning and advisory work alongside tax professionals and wealth management advisors.
No traditional billable-hour tracking: Work in an environment that prioritizes quality, client service, and results rather than billable-hour quotas.
Collaborative environment: Work directly with tax leadership and financial advisors to understand the broader financial picture of the clients you serve.
Meaningful growth: Join an expanding tax team with opportunities to continue developing your technical expertise and client-facing skills.
Flexibility: Enjoy a remote-friendly work environment with limited in-office expectations.

What They’re Looking For

2–4 years of relevant tax preparation experience
Experience focused on high-net-worth individual taxation and Form 1040 returns
CPA or EA credential, or eligibility to obtain one
Strong attention to detail and a commitment to delivering high-quality client service
Interest in expanding beyond tax compliance into planning and advisory work
Ability to collaborate effectively with tax colleagues and wealth management professionals

If you’re looking for a role that combines competitive compensation, flexibility, and exposure to sophisticated individual tax work without the traditional public accounting structure, this could be an excellent next step.

Interested in learning more? Apply here directly or email your resume to [email protected] for immediate consideration

Explore additional opportunities at https://levelociti.com/job-search/