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Remote Fiduciary information

How much do fiduciary advisors make?

Fiduciary advisors typically earn between $60,000 and $150,000 annually, depending on experience, location, and client base. Senior or specialized fiduciary advisors with certifications like CFP or CFA can earn higher salaries, often exceeding $200,000 with bonuses and commissions. Compensation may also include benefits and performance-based incentives.

How to make $100,000 a year working from home?

A remote fiduciary can reach a $100,000 annual income by gaining relevant certifications, such as a fiduciary or financial advisor license, and building a client base through networking and marketing. Developing expertise in estate planning, trust management, and financial regulations, along with strong communication skills, can help increase earning potential. Consistent client service and expanding your professional reputation are key to higher income levels in this role.

How can I make 2000 a week working from home?

A remote fiduciary can potentially earn $2,000 a week by managing client assets, providing financial advice, or overseeing estate planning, often requiring relevant certifications such as CFP or CFA. Building a client base, gaining experience, and utilizing financial management tools can help increase earnings, but income varies based on workload, expertise, and client volume.

What job makes 10000 a month without a degree?

A remote fiduciary role can potentially pay $10,000 or more per month, especially for experienced professionals managing high-value client assets or estates. Success in this field often depends on certifications, expertise in financial or legal matters, and building a strong client base, rather than formal degrees alone.

What types of clients and daily tasks can I expect to handle as a Remote Fiduciary?

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 are the key skills and qualifications needed to thrive in the Remote Fiduciary position, and why are they important?

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 is a Remote Fiduciary job?

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.

More about Remote Fiduciary jobs
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Remote Fiduciary jobs near you

Tax Manager - Estate, Gift & Trust

Solid Rock Recruiting LLC

San Rafael, CA • On-site, Remote

$120K - $225K/yr

Full-time

Posted 2 days ago

Job description

Tax Manager – Estate, Gift & Trust (Top National Firm | Bay Area | Flexible / Remote Potential)

A top national CPA advisory firm is seeking a Tax Manager with a specialized focus in Estate, Gift & Trust taxation to join their growing Private Wealth practice.

This is a high-impact, client-facing role working with high-net-worth individuals, families, and closely held entities—providing both compliance and strategic advisory across complex wealth structures.

If you enjoy working in fiduciary tax, estate planning, and trust structures and want to move into a more visible, advisory-driven position, this is a standout opportunity.

Location & Flexibility
  • Open to candidates within ~150 miles of the Bay Area
  • Multiple Northern California office locations
  • Hybrid flexibility as the standard
  • Fully remote considered for top-tier estate/trust professionals
What You’ll Be Doing
  • Lead and review estate, gift, and trust (fiduciary – 1041) tax engagements
  • Provide tax planning and advisory services to high-net-worth individuals and families
  • Advise on estate structures, wealth transfer strategies, and trust planning
  • Review and analyze complex financial and tax reporting with clients
  • Serve as a trusted advisor on both compliance and long-term planning
  • Manage client relationships and act as a primary point of contact
  • Mentor and develop staff working within the private wealth practice
  • Drive efficiencies and improvements across engagement processes
  • Stay current on evolving estate, gift, and fiduciary tax regulations
What They’re Looking For
  • CPA or JD required
  • 5+ years of public accounting experience
  • Direct experience with estate, gift, and trust taxation (REQUIRED)
  • Experience working with high-net-worth / private wealth clients strongly preferred
  • 2+ years of leadership, mentoring, or supervisory experience
  • Strong client-facing, advisory, and communication skills
  • Ability to manage multiple complex engagements
Why This Opportunity Stands Out
  • Top national firm with a strong and growing Private Wealth practice
  • Opportunity to focus deeply in estate, gift, and trust work (not diluted with general tax)
  • Advisory-driven role with meaningful client interaction
  • High visibility with firm leadership and influence on engagements
  • Flexible work environment with autonomy over schedule
  • Clear path to Senior Manager / leadership roles
  • Collaborative culture with a strong emphasis on work-life balance
Interested or Curious?

Even if you’re not actively looking, this is worth a quick conversation—especially if you’re currently doing trust/estate work and want more flexibility or visibility.

All inquiries are 100% confidential.

Joey Wieger
Director of Recruiting
605-601-4597
Joey@solidrockrecruiting.com