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Tax Manager

Tax Manager

LevelocitiKansas City, MO, US
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Job Description

Job Description

Job : Tax Manager

Location :  Greater Kansas City area

Compensation : Competitive Salary ($125k-160k+) & Strong Bonuses

Benefits :

  • 401k Match up to 5%
  • Generous PTO & Only 1 Busy Season
  • Summer Fridays Off (May-August)
  • Opportunity to work with HNWIs in an RIA firm environment vs. the typical Public Accounting CPA role

About Us : We are one of the fastest-growing, Mid-Sized Wealth Management / RIA firms in the U.S., specializing in HNW, Ultra HNW, Foundations and Family Office services for over 20 years. We also have over $8 Billion in AUM and are in growth mode nationwide. As of this year, we are also ranked in the Top 60 RIA Firms in the United States.

Over the past 2+ years alone, we've grown our teams by 90% across the U.S. and are continuing to grow, with plans to add at least 8 more people to our Tax team this year. We also offer a strong company culture and resources to support our team's growth.

Why Work with Us :

  • NO Billable Hours Tracked
  • Opportunity for Equity in the firm as you grow
  • Ability to work exclusively with High-Net-Worth & Ultra HNW Clients
  • Lower Busy Season Hours vs. Traditional CPA Firms (Max 50-55 / week & never working Sundays)
  • What We Are Looking For :

  • Active CPA, EA, or J.D.
  • Minimum 5-7+ years of Public Accounting / Tax Exp.
  • Previous Exp. working with High-Net-Worth Individuals preferred
  • Tax Compliance, Planning, and Client Engagement Exp. (1040s, 1065, 1120S, 1041 etc.)
  • What We Can Offer :

  • Competitive Salary Ranges ($125k-160k+) & Bonuses
  • Full Health Benefits (Medical, Dental, Vision)
  • 401k Match up to 5%
  • Unlimited PTO
  • Emphasis on Work Life Balance - Summer Fridays Off (every May-August)
  • Career Stability + Unique opportunity to work for an established Wealth Management firm during growth mode
  • If interested, please apply today or email your resume to belle.arriaga@levelociti.com for immediate consideration. (We are actively interviewing)

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    Tax Manager • Kansas City, MO, US