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Remote Fiduciary Jobs in Florida (NOW HIRING)

ASCENSUS

Senior Associate General Counsel

Lake Mary, FL · Remote

$140/hr

Strong background in wealth management, fiduciary duties, and the ability to draft, negotiate ... Desire to work in a fast-paced and demanding enviro environment For all virtual remote positions ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

Respect for confidentiality and fiduciary responsibility Leadership & Growth Mindset * Invest in the development of Planners and Wealth Managers * Strong communication skills - written, verbal, and ...

RK Partners

Senior Wealth Advisor-Remote

Tampa, FL · On-site +1

$165K - $185K/yr

Respect for confidentiality and fiduciary responsibility Leadership & Growth Mindset * Invest in the development of Planners and Wealth Managers * Strong communication skills -- written, verbal, and ...

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All JobsFiduciary JobsRemote Fiduciary JobsRemote Fiduciary Jobs in Florida

Remote Fiduciary information

See Florida salary details

$21.1K

$77.5K

$143.8K

How much do remote fiduciary jobs pay per year?

As of Aug 26, 2026, the average yearly pay for remote fiduciary in Florida is $77,470.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,405.00 and $103,159.00 per year, depending on experience, location, and employer.

What is a remote fiduciary?

A Remote Fiduciary is a professional who manages financial or legal responsibilities for clients while working remotely. Their duties may include overseeing investments, managing trusts, ensuring regulatory compliance, and acting in the client's best financial interests. They typically work for financial firms, legal entities, or independently. This role requires strong financial knowledge, integrity, and often relevant certifications or licenses.

What do remote fiduciaries do?

As a Remote Fiduciary, you may work with individuals, families, trusts, or institutional clients, depending on your employer's specialty. Your daily responsibilities could include overseeing investment portfolios, managing estate plans, coordinating with legal and tax professionals, and maintaining detailed records, all while ensuring your actions comply with fiduciary standards and state regulations. The remote nature of the role means you'll frequently use secure online platforms for client meetings and document exchanges. You may also collaborate with financial advisors, accountants, and other team members to support comprehensive client service. This environment offers the flexibility to manage your workflow independently while still engaging in meaningful collaboration.

What skills and qualifications are needed to be a remote fiduciary?

To thrive as a Remote Fiduciary, you need a strong understanding of financial management, investment strategies, legal compliance, and fiduciary responsibility, typically backed by relevant degrees or certifications such as CFP, CPA, or fiduciary training. Proficiency with secure financial software, virtual communication tools, and document management systems is essential for remote operations. Exceptional integrity, attention to detail, strong organizational skills, and the ability to communicate complex information clearly are crucial soft skills. These competencies are vital to build trust, ensure regulatory compliance, and effectively manage clients' financial interests from a remote setting.

What are the most commonly searched types of Fiduciary jobs in Florida?

The most popular types of Fiduciary jobs in Florida are:

What are popular job titles related to Remote Fiduciary jobs in Florida?

For Remote Fiduciary jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Remote Fiduciary jobs in Florida look for?

The top searched job categories for Remote Fiduciary jobs in Florida are:

What cities in Florida are hiring for Remote Fiduciary jobs?

Cities in Florida with the most Remote Fiduciary job openings:

Remote Fiduciary jobs near you
Infographic showing various Remote Fiduciary job openings in Florida as of August 2026, with employment types broken down into 70% Full Time, 21% Part Time, and 9% Contract. Highlights an 100% Remote job distribution, with an average salary of $77,470 per year, or $37.2 per hour.

Tax Manager - Estate & Trust

Benaiah Consulting Group. LLC

Jacksonville, FL • Remote

$135K - $165K/yr

Full-time

Re-posted 27 days ago

Job description

Trust & Estate Tax Manager | 100% Remote

$130-160K Base + Bonus + 100% Employer-Paid Benefits

Are you a seasoned tax professional with a focus in the Trust & Estate areas of personal HNW/UHNW tax and are looking to make a significant impact, keep reading.


Our client, a well-established CPA consulting, advisory and tax planning firm is looking for a Trust & Estate Tax Manager to take ownership of a complex, high-net-worth client portfolio. This is a fully remote role with real technical depth and direct client responsibility.

The Work

You will lead tax planning and compliance for HNW and UHNW individuals, families, and entities. That includes:

  • Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
  • Structuring trust instruments to support wealth transfer goals and minimize tax exposure
  • Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
  • Conducting technical tax research and resolving complex issues
  • Serving as a primary relationship holder with clients - not just a reviewer in the background

This is a client-facing leadership role. You will be visible, trusted, and accountable.

What You Bring

  • 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
  • Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
  • Strong technical command of tax laws and a desire to continue your personal and professional development and growth.
  • CPA, JD, or EA required
  • The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
  • A track record of mentoring staff and building toward results

The Firm

This is a firm with 30+ years of history in its market and a reputation built on client relationships, not volume. The culture is collaborative and people-focused. They have invested in building a successful remote infrastructure, and flexibility is genuine, not performative.

This role is built for someone who wants to do sophisticated work, work with quality clients, and grow without relocating.

To Be Considered

Submit your resume ASAP. Qualified candidates will be contacted directly.