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Remote Gift Processing Jobs (NOW HIRING)

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Director of Individual Giving

Cincinnati, OH · On-site +1

$80K - $100K/yr

Ensure effective gift processing, reconciliation, and annual tax documentation practices. * Track ... Self-starter who thrives in a remote and collaborative work environment. * Ability to travel ...

HOMAGE SENIOR SERVICES

Development Director

Everett, WA · On-site +1

$500K - $750K/yr

Ensure accurate gift processing, reporting, and donor data management * Oversee CRM systems and ... This position may be hybrid or remote with 2 days per month required on-site at our office in ...

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Remote Gift Processing information

What are the key skills and qualifications needed to thrive as a Remote Gift Processing Specialist, and why are they important?

To thrive as a Remote Gift Processing Specialist, you need strong data entry skills, attention to detail, and experience working with donor management or fundraising systems, often supported by a background in nonprofit administration or finance. Familiarity with software such as Salesforce, Raiser's Edge, or similar CRM and payment processing platforms is typically required. Excellent organizational skills, discretion with sensitive information, and effective written communication help professionals excel in this remote role. These abilities ensure accurate, timely processing of donations and maintain donor trust, which is critical for sustaining fundraising operations.

What are some common challenges faced in a remote gift processing role, and how can they be managed?

A common challenge in remote gift processing is ensuring data accuracy and timely entry of donations without the immediate support of an in-person team. Distractions at home and varied communication channels can also make coordination more difficult. To manage these, it's important to establish a dedicated workspace, maintain clear communication with team members via scheduled check-ins, and utilize secure, centralized databases for tracking gifts. Staying organized with digital tools and adhering to standard operating procedures can also help ensure consistency and accuracy in processing.

What is remote gift processing?

Remote gift processing refers to the handling and management of donations or gifts to an organization from a remote location, rather than on-site. This role typically involves receiving, recording, and processing financial gifts or donations using digital tools and secure systems. Employees in remote gift processing ensure accurate data entry, maintain donor records, and may generate receipts or acknowledgments for donors. The position requires attention to detail, confidentiality, and familiarity with fundraising or nonprofit database software. Working remotely allows organizations to streamline operations and enables employees to contribute from anywhere.

What is the difference between Remote Gift Processing vs Remote Donation Processing?

AspectRemote Gift ProcessingRemote Donation Processing
CredentialsBasic data entry, nonprofit familiaritySimilar credentials, often includes nonprofit or fundraising knowledge
Work EnvironmentRemote, office-based or home-basedRemote, home-based or office-based
Industry UsageNonprofits, charities, fundraising organizationsNonprofits, charities, fundraising organizations
Job FocusProcessing gift data, verifying donationsProcessing donation transactions, managing donor info

Remote Gift Processing and Remote Donation Processing roles are similar, both involve handling donation data remotely within nonprofit settings. The main difference lies in terminology and specific job functions, but they often require comparable skills and work environments.

What are the most commonly searched types of Gift Processing jobs? The most popular types of Gift Processing jobs are:
Infographic showing various Remote Gift Processing job openings in the United States as of May 2026, with employment types broken down into 93% Full Time, 2% Part Time, and 5% Contract. Highlights an 100% Remote job distribution.

Tax Manager - Estate, Gift & Trust

Solid Rock Recruiting LLC

San Jose, CA • On-site, Remote

$120K - $225K/yr

Full-time

Posted 14 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