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Remote Ex Financial Advisor Jobs in Raleigh, NC (NOW HIRING)

Trueline

Tax & Advisory Manager (Remote)

Raleigh, NC ยท Remote

$120K - $140K/yr

Manage a portfolio of business and individual tax clients while serving as their trusted advisor ... Sign tax returns and financial statements in accordance with firm standards and professional ...

Gnw

Deputy General Counsel

Raleigh, NC ยท On-site +1

... advising a regulated financial services organization. LOCATION Enact Headquarters, Raleigh, NC(Hybrid Schedule). Remote candidates with the appropriate experience may be considered, with regular ...

Definiti

Channel Manager

Cary, NC ยท On-site +1

$140K - $141K/yr

... financial services โ€ข Experience working with advisors, wholesalers, or distribution partners ... REMOTE WORKING REQUIREMENTS As a remote-first company, we have compiled expectations for a ...

Sageworks

Senior Legal Counsel

Raleigh, NC ยท On-site +1

$135K - $184K/yr

... that financial institutions use to manage risk and drive growth. Our solutions automate key ... This role serves as a trusted advisor to senior business leaders, balancing legal risk with ...

Jaggaer

Strategic Account Manager (Remote)

Durham, NC ยท On-site +1

Establish and maintain trusted advisor relationships with executive stakeholders, including Chief Procurement Officers, Chief Supply Chain Officers, Chief Financial Officers, and other senior ...

Jaggaer

Strategic Account Manager (Remote)

Durham, NC ยท Remote

Establish and maintain trusted advisor relationships with executive stakeholders, including Chief Procurement Officers, Chief Supply Chain Officers, Chief Financial Officers, and other senior ...

Jaggaer

Strategic Account Manager (Remote)

Durham, NC ยท Remote

Establish and maintain trusted advisor relationships with executive stakeholders, including Chief Procurement Officers, Chief Supply Chain Officers, Chief Financial Officers, and other senior ...

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Showing results 41-60

All JobsEx Financial Advisor JobsRemote Ex Financial Advisor JobsRemote Ex Financial Advisor Jobs in Raleigh, NC

Remote Ex Financial Advisor information

See Raleigh, NC salary details

$35K

$99.3K

$140K

How much do remote ex financial advisor jobs pay per year?

As of Jul 29, 2026, the average yearly pay for remote ex financial advisor in Raleigh, NC is $99,283.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $127,300.00 per year, depending on experience, location, and employer.

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

What are the most commonly searched types of Ex Financial Advisor jobs in Raleigh, NC? The most popular types of Ex Financial Advisor jobs in Raleigh, NC are:
What are popular job titles related to Remote Ex Financial Advisor jobs in Raleigh, NC? For Remote Ex Financial Advisor jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Remote Ex Financial Advisor jobs in Raleigh, NC look for? The top searched job categories for Remote Ex Financial Advisor jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Remote Ex Financial Advisor jobs? Cities near Raleigh, NC with the most Remote Ex Financial Advisor job openings:
Remote Ex Financial Advisor jobs near you

Tax & Advisory Manager (Remote)

Trueline

Raleigh, NC โ€ข Remote

$120K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

A well-established and growing public accounting firm is seeking a Tax & Advisory Manager to join their team in the Raleigh, NC area.

This is a unique opportunity for an experienced tax professional who wants more than another management role. You'll lead complex tax planning and advisory engagements, mentor a talented team, build lasting client relationships, and step into a clear path toward firm ownership within 3-5 years.

What You'll Do as the Tax & Advisory Manager:
  • Manage a portfolio of business and individual tax clients while serving as their trusted advisor throughout the year
  • Lead tax planning, projections, and advisory engagements for closely held businesses and high-net-worth individuals
  • Review and prepare complex individual, corporate, partnership, fiduciary, and related tax returns
  • Oversee advisory workflow while collaborating closely with the firm's tax compliance team
  • Review staff work, mentor accountants, and help develop the next generation of tax professionals
  • Coordinate tax, accounting, and bookkeeping workflows to ensure clients receive proactive, year-round service
  • Research complex tax matters and develop practical planning strategies for clients
  • Build strong relationships with business owners across industries including construction, healthcare, consulting, and professional services
  • Collaborate with firm leadership to improve processes, leverage technology, and enhance client service
  • Sign tax returns and financial statements in accordance with firm standards and professional regulations
Must-Haves as the Tax & Advisory Manager:
  • CPA license required; Enrolled Agent (EA) designation will also be considered
  • 6+ years of recent public accounting experience
  • Strong background preparing and reviewing complex business and individual tax returns
  • Experience providing proactive tax planning and advisory services
  • Demonstrated success managing client relationships
  • Experience reviewing staff work and mentoring junior accountants
  • Excellent communication, leadership, and organizational skills
  • Desire to grow into firm leadership and future ownership
Nice-to-Haves as the Tax & Advisory Manager:
  • Experience with UltraTax CS
  • Experience using Karbon workflow software
  • QuickBooks Online experience
  • Multi-state tax experience
  • International tax exposure
  • Interest in leveraging AI and emerging technology to improve client service and internal workflows
  • Experience supervising tax managers, seniors, or staff accountants
This Role Offers:
  • Competitive base salary of $120,000-$140,000, depending on experience
  • Performance-based bonus opportunities
  • Clearly defined path toward partnership and firm ownership within approximately 3-5 years
  • Hybrid schedule with three days in the office and two remote each week
  • Exceptional health insurance with 100% coverage after the deductible and employer HSA contribution
  • Dental, vision, life insurance, and additional voluntary benefits
  • 401(k) with company match
  • Paid time off, paid training, parental leave, and professional development support
  • Flexible schedule with approximately 36-hour workweeks outside of tax season, including Friday afternoons off
  • Busy season typically averaging only 50-55 hours per week - significantly below many public accounting firms
  • Collaborative leadership team with direct access to partners and meaningful input into firm operations

Trueline is an unabashed equal-opportunity employers committed to a diverse workforce. We welcome smart and ambitious applicants and recruit, refer, hire, place, and promote without regard to race, color, gender, religion, national origin, ancestry, citizenship, disability, age, sexual orientation, or any other characteristic protected by federal or state law.