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Part Time Wealth Management Tax Jobs (NOW HIRING)

WNA CPAs

Tax Manager

Charleston, WV · Hybrid

$107K - $141K/yr

Location: Charleston, WV (Hybrid) Employment Type: Full-time, Part-time, Seasonal Reports to ... Experienced Tax Senior/Supervisor ready to move into management * Tax Manager seeking greater ...

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Part Time Wealth Management Tax information

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$55K

$129.4K

$176K

How much do part time wealth management tax jobs pay per year?

As of Aug 9, 2026, the average yearly pay for part time wealth management tax in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What is the difference between Part Time Wealth Management Tax vs Part Time Financial Advisor?

AspectPart Time Wealth Management TaxPart Time Financial Advisor
CertificationsEnrolled Agent, CPA, or Tax CertificationSeries 7, Series 66, CFP Certification
Work EnvironmentTax firms, accounting departments, financial firmsFinancial planning firms, banks, independent practices
Primary FocusTax planning, preparation, and complianceInvestment advice, financial planning, portfolio management
Industry UsageTax season, accounting, wealth management firmsYear-round financial planning and investment management

Part Time Wealth Management Tax professionals focus on tax-related services, requiring specific tax certifications, and work mainly during tax season within accounting or financial firms. In contrast, Part Time Financial Advisors provide comprehensive financial planning and investment advice, often with different certifications like CFP, and work year-round in financial services. Both roles serve clients in wealth management but differ in their core responsibilities and certifications.

What cities are hiring for Part Time Wealth Management Tax jobs? Cities with the most Part Time Wealth Management Tax job openings:
What are the most commonly searched types of Wealth Management Tax jobs? The most popular types of Wealth Management Tax jobs are:
Part Time Wealth Management Tax jobs near you

Administrative Assistant

Coldstream Wealth Management

Portland, OR

$25 - $30/hr

Part-time

Re-posted 9 days ago

Job description

Are you the kind of person who thrives on keeping everything organized and takes pride in creating a seamless client experience? We are seeking an Administrative Assistant to support a successful Wealth Manager in our NE Portland office. This role is ideal for someone with experience in professional services who enjoys managing details, scheduling appointments and coordinating calendars, and serving as a trusted partner behind the scenes. If you're highly organized, proactive, and enjoy being the person who keeps everything running smoothly, we'd love to hear from you.

This part-time, hybrid opportunity offers the chance to play a meaningful role in a growing wealth management practice while maintaining work-life balance. The schedule will be Monday through Thursday from 9:00 a.m. to 2:00 p.m., working in office 2 days per week.

Responsibilities include:

  • Manage incoming email communications and respond to inquiries in a professional and timely manner
  • Coordinate calendars, schedule appointments, and create calendar invitations
  • Maintain accurate client and prospect information within the firm's CRM system
  • Review reports, correspondence, and other materials for accuracy, completeness, and quality
  • Assist with meeting preparation, including gathering materials and coordinating logistics
  • Arrange business travel, including flights, hotels, transportation, and itineraries
  • Provide administrative support to ensure an exceptional client experience and efficient day-to-day operations

  • 3+ years of administrative support experience in a professional services environment; financial services experience preferred
  • Exceptional organizational skills and strong attention to detail
  • Excellent client service, interpersonal, and communication skills
  • A high school diploma or equivalent
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint), Adobe Acrobat, and the ability to quickly learn new technology and software applications
  • The ability to work independently while also collaborating effectively with team members
  • Strong time management skills with the ability to prioritize multiple responsibilities in a fast-paced environment
  • A high degree of professionalism, discretion, and ability to maintain confidentiality