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Remote Family Office Jobs (NOW HIRING)

Veritas Group Inc

Tax Manager

Dallas, TX · On-site +1

$109K - $143K/yr

Tax Manager - High Net Worth & Family Office Advisory Location: Hybrid or Remote Compensation: Competitive base + bonus + excellent benefits Work Environment: Exceptional culture | Elite client base ...

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Remote VA

Enrollment Specialist (Remote)

Guide families through the enrollment process, answering questions and providing accurate ... Proficient with Google Workspace, email communication, and basic office tools Work Schedule * Fully ...

Carter Hears!

Office Assistant (Remote)

Fort Mill, SC · Remote

$22 - $32/hr

This is a hybrid, part-time position that includes both in-office support and remote work. Responsibilities will vary, but include content creation, recruitment and onboarding support, file ...

HireLATAM

Remote Office Manager

$1.5K - $2.2K/mo

Remote Office Manager ( 100% Work From Home) Location: Remote from Latin America Position Type: Full-time Salary: $1,500 - $2,200 USD/month paid via bank transfer / ACH Schedule: Monday - Friday, 8 ...

White Tiger Connections

Tax Senior Manager

Sarasota, FL · Remote

$140K - $210K/yr

This is a remote position. About the Firm We are representing a long-established wealth management firm with a family office focus, providing comprehensive portfolio management, financial planning ...

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How much do remote family office jobs pay per year?

As of Jul 3, 2026, the average yearly pay for remote family office in the United States is $56,076.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a remote family office?

A remote family office is a service or team that manages the financial, investment, administrative, and personal affairs of wealthy individuals or families, but operates virtually rather than from a physical office location. These offices oversee tasks like wealth management, tax planning, estate planning, and sometimes lifestyle management, all coordinated online or through digital means. This setup allows family members to access services from anywhere, provides flexibility, and often reduces overhead costs associated with traditional, in-person offices.

How does a remote family office professional typically collaborate with clients and team members across different locations?

In a remote family office setting, professionals rely heavily on digital communication tools such as video conferencing, secure messaging platforms, and cloud-based document sharing to coordinate with clients and colleagues. Regular virtual meetings help ensure alignment on investment strategies, estate planning, and administrative tasks. Building trust and maintaining confidentiality are paramount, so robust cybersecurity measures are standard practice. Despite working remotely, collaboration is frequent and structured, often with clearly defined roles and responsibilities to ensure seamless service delivery.

What are the key skills and qualifications needed to thrive as a Remote Family Office professional, and why are they important?

To excel as a Remote Family Office professional, you need expertise in financial management, wealth planning, and investment analysis, typically supported by a degree in finance, accounting, or a related field. Familiarity with portfolio management software, financial reporting systems, and certifications such as CPA or CFA are highly valued. Strong communication, discretion, and organizational skills help build trust and manage complex, confidential client needs. These skills ensure effective stewardship of family assets, seamless service delivery, and long-term client satisfaction in a remote setting.
More about Remote Family Office jobs
What cities are hiring for Remote Family Office jobs? Cities with the most Remote Family Office job openings:
What are the most commonly searched types of Family Office jobs? The most popular types of Family Office jobs are:
What states have the most Remote Family Office jobs? States with the most job openings for Remote Family Office jobs include:
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Remote Family Office jobs near you
Infographic showing various Remote Family Office job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 88% Full Time, 10% Part Time, and 1% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $56,076 per year, or $27 per hour.
Tax Manager

Tax Manager

Veritas Group Inc

Dallas, TX • On-site, Remote

$109K - $143K/yr

Full-time

Posted 13 days ago

Be an early applicant

Job description

Tax Manager – High Net Worth & Family Office Advisory

Location: Hybrid or Remote

Compensation: Competitive base + bonus + excellent benefits

Work Environment: Exceptional culture | Elite client base | Long-term growth track

The Opportunity

We are partnering with a highly respected public accounting and advisory firm serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) families, family offices, and closely held businesses. This firm is known for its elite client base, collaborative culture, and advanced tax advisory work.

This role offers the opportunity to work on complex, sophisticated tax planning and compliance engagements, providing trusted advisory services to multi-generational families and entrepreneurial clients.

What You’ll Do

  • Deliver advanced tax planning, structuring, and compliance services to HNW & UHNW individuals and families
  • Serve as a trusted advisor on complex individual, trust, gift, estate, and multi-entity tax matters
  • Lead tax engagements for closely held businesses, including S-corps, partnerships, and other pass-through entities
  • Provide strategic planning related to income tax minimization, wealth transfer, estate planning, and business succession
  • Review complex tax returns and oversee high-quality client deliverables
  • Build long-term client relationships through proactive planning and personalized service
  • Mentor and develop staff while collaborating closely with firm leadership

What We’re Looking For

  • CPA or EA required
  • 5+ years of public accounting experience, with significant exposure to HNW / UHNW individual taxation
  • Strong experience with closely held companies and pass-through entities
  • Deep understanding of complex individual, trust, estate, and gift tax matters
  • Proven advisory mindset with excellent client communication skills
  • Desire to grow into a long-term leadership role

Why This Role

  • Premier client base — complex, sophisticated, and engaging work
  • Excellent culture — collaborative, flexible, and people-focused
  • Hybrid or fully remote flexibility
  • Strong compensation, bonus potential, and benefits
  • Clear career growth and leadership track