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Senior Tax Manager

Senior Tax Manager

LevelocitiFort Worth, TX, US
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Job Description

Job Description

We are a nationally recognized, fast-growing RIA firm is seeking a Senior Tax Manager for our Fort Worth location to join our in-house tax team supporting high- and ultra-high-net-worth individuals and families. This role is ideal for tax professionals looking to step away from the grind of public accounting and into a more strategic, client-focused advisory position.

You’ll collaborate directly with financial advisors, estate planners, and clients to provide holistic, tax-forward strategies that align with each client’s long-term goals.

Why This Role Stands Out

  • Compensation : Up to $215K+ base + revenue-based bonus ($20–30K+ typical)
  • Work-Life Balance :
  • Only 6–8 weeks of busy season , max 50–55 hours / week
  • Significantly reduced hours the rest of the year
  • Recognition :
  • Named among the Top 100 RIA Firms by Barron’s
  • Featured in Forbes and Newsweek as a “Top RIA Firm to Work For”
  • Culture & Benefits :
  • Generous PTO and holidays
  • Emphasis on professional development and long-term retention
  • Modern, collaborative team environment

What You’ll Do

  • Oversee tax strategy and compliance for HNW / UHNW clients
  • Partner with wealth advisors and planning teams to deliver integrated tax solutions
  • Review and sign off on complex individual, trust, partnership, and estate returns
  • Participate in advanced planning related to charitable giving, equity comp, estate, and succession
  • Serve as a key thought partner for clients and internal stakeholders

    • What We're Looking For

  • 8+ years of experience in public accounting, wealth management, or a family office
  • Strong background in HNW individual tax planning and compliance
  • CPA or JD required
  • Excellent communication skills and a client-first approach

    • This is a unique opportunity to join a forward-thinking firm that prioritizes quality of life, deep client relationships, and long-term professional growth .

    Apply now or please send over your resume to keith.shuler@levelociti.com for fast consideration.

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    Senior Tax Manager • Fort Worth, TX, US