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Remote Private Client Banker Jobs in Arizona (NOW HIRING)

Aprio

Tax Manager, Private Client

Scottsdale, AZ · On-site +1

$98K - $164K/yr

Client Planning & Consulting: * Lead tax planning engagements for individuals and small business ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Tax Manager, Private Client

Phoenix, AZ · On-site +1

$98K - $164K/yr

Client Planning & Consulting: * Lead tax planning engagements for individuals and small business ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

JPMorgan Chase & Co.

Virtual Banker II- Tempe, AZ

Tempe, AZ · On-site +1

$18.75 - $22.75/hr

As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...

Aprio

Tax Manager, Private Client

Phoenix, AZ · On-site +1

$98K - $164K/yr

Client Planning & Consulting: * Lead tax planning engagements for individuals and small business ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

TEKsystems

Client Services Associate

Tempe, AZ · Remote

$21/hr

... banking, call center, or other service-oriented environments. * Excellent verbal and written ... Work Environment * Fully remote opportunity for candidates located in the Tempe, AZ area.

Navanta, LLC

Senior Sales Executive

Phoenix, AZ · Remote

Lead Generation and Client Engagement * Proactively generate new leads through various channels ... to Bankers Private Cloud services and providing any necessary support to guarantee their ...

Navanta, LLC

Senior Sales Executive

Phoenix, AZ · Remote

Lead Generation and Client Engagement * Proactively generate new leads through various channels ... to Bankers Private Cloud services and providing any necessary support to guarantee their ...

Navanta, LLC

Senior Sales Executive

Phoenix, AZ · Remote

Lead Generation and Client Engagement * Proactively generate new leads through various channels ... to Bankers Private Cloud services and providing any necessary support to guarantee their ...

BetterHelp

Licensed Psychologist- Remote

Phoenix, AZ · Remote

$650/wk

Private practice with no doors and no overhead. BetterHelp is one of the world's largest online ... client care -- not admin or overhead. You provide the expertise. We handle the rest. Why Join ...

Allen Koch

Remote Accounting Staff

Phoenix, AZ · Remote

$45K - $60K/yr

Allen Koch's client is a nonprofit 501(c)(3) headquartered in Arizona. We are recruiting to find an ... · Reconcile bank accounts & credit card statements · Process all expense reports and ...

YO AI Labs

AI Finance Expert - Remote

Phoenix, AZ · Remote

$100 - $200/hr

Remote Job Overview We are seeking experienced AI Finance Domain Experts to contribute their ... Minimum 3 years of experience in private equity, venture capital, investment banking, equity ...

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All JobsPrivate Client Banker JobsRemote Private Client Banker JobsRemote Private Client Banker Jobs in Arizona

Remote Private Client Banker information

What are the key skills and qualifications needed to thrive as a remote private client banker?

To thrive as a Remote Private Client Banker, you need a solid understanding of financial products, wealth management, and regulatory compliance, often supported by a bachelor's degree in finance or related fields and relevant licenses such as FINRA Series 7 or 66. Familiarity with digital banking platforms, CRM systems, and secure communication tools is essential for serving clients remotely. Exceptional interpersonal skills, active listening, and problem-solving abilities distinguish top performers in this role. These skills are vital to building trust, delivering tailored financial solutions, and ensuring client satisfaction in a virtual environment.

What is the difference between Remote Private Client Banker vs Remote Personal Banker?

AspectRemote Private Client BankerRemote Personal Banker
CredentialsFINRA Series 7/66, CFP (optional)FINRA Series 6/7, possibly Series 63/66
Work EnvironmentHigh-net-worth client interactions, personalized financial servicesGeneral banking services, retail customer support
Employer & IndustryPrivate banks, wealth management firmsRetail banks, commercial banking
Search & Comparison IntentHigh-net-worth client services, wealth management rolesBasic banking, retail customer service roles

The Remote Private Client Banker focuses on serving high-net-worth clients with specialized financial solutions, requiring relevant certifications like Series 7/66. In contrast, the Remote Personal Banker handles everyday banking needs for general customers, often with Series 6/7. Both roles are remote but differ in client type, credentials, and industry focus.

How does a remote private client banker maintain strong client relationships without in-person meetings?

Remote Private Client Bankers rely on proactive communication through phone, email, and secure video conferencing to build and maintain client trust. They often schedule regular check-ins to review clients’ financial goals, provide updates on portfolio performance, and address any concerns promptly. Leveraging digital tools and personalized service, they ensure clients feel supported and valued, even without face-to-face interaction. Collaboration with in-house specialists, such as financial advisors and loan officers, is also key to delivering comprehensive solutions remotely.

What is a remote private client banker?

A Remote Private Client Banker is a financial professional who provides personalized banking and financial services to high-net-worth individuals or clients, primarily through digital channels such as phone, video calls, and online platforms. Their responsibilities include managing client relationships, advising on investment and wealth management solutions, assisting with complex banking transactions, and ensuring clients' financial needs are met remotely. This role requires strong communication and analytical skills, as well as a deep knowledge of banking products and regulations.
What are the most commonly searched types of Private Client Banker jobs in Arizona? The most popular types of Private Client Banker jobs in Arizona are:
What are popular job titles related to Remote Private Client Banker jobs in Arizona? For Remote Private Client Banker jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Remote Private Client Banker jobs in Arizona look for? The top searched job categories for Remote Private Client Banker jobs in Arizona are:
What cities in Arizona are hiring for Remote Private Client Banker jobs? Cities in Arizona with the most Remote Private Client Banker job openings:
Remote Private Client Banker jobs near you
Infographic showing various Remote Private Client Banker job openings in Arizona as of June 2026, with employment types broken down into 62% Full Time, 33% Part Time, and 5% Contract. Highlights an 100% Remote job distribution.

Tax Manager, Private Client

Aprio

Scottsdale, AZ • On-site, Remote

$98K - $164K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 27 days ago

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe.  By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Tax team and you will help clients maximize their opportunities.  We are seeking a technically strong and client-focused Tax Manager focused on Individual Tax. This role is ideal for someone who thrives in a consultative environment, combining deep tax expertise with a strategic mindset to support individuals, simple trusts, and closely held businesses. The ideal candidate will be passionate about tax planning, financial consulting, and building long-term client relationships.
Responsibilities:
Tax Review & Compliance:
  • Review complex individual tax returns (Form 1040), simple trusts (Form 1041), and simple business returns (Forms 1065, 1120S).
  • Ensure accuracy, completeness, and compliance with federal and state tax laws.
  • Supervise and mentor staff preparing returns, providing technical guidance and quality control.
Client Planning & Consulting:
  • Lead tax planning engagements for individuals and small business owners.
  • Advise clients on financial planning strategies, including asset protection, succession planning, and retirement optimization.
  • Collaborate with internal teams and external advisors to deliver holistic solutions.
Engagement Management:
  • Manage multiple client relationships and engagements simultaneously.
  • Monitor deadlines, budgets, and deliverables to ensure timely and efficient service.
  • Participate in business development efforts and identify opportunities to expand services with existing clients.
Leadership & Development
  • Serve as a role model and coach for junior staff.
  • Contribute to internal training and development initiatives.
  • Support the evolution of the 1040 Transformation Project and related strategic initiatives.
Qualifications:
  • CPA preferred; EA considered.
  • CFP certification or willingness to obtain CFP preferred
  • Bachelor's degree in Accounting, Finance, or related field.
  • Minimum 5 years of experience in individual tax, trusts, and small business returns.
  • Proven track record in client consulting and tax planning.
  • Strong communication skills and ability to build trust with clients.
  • Proficiency in tax software and technology platforms.
$98,500 - $164,000 a year
The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range. 
The application window is anticipated to close on August 1, 2026, and may be extended as needed.

Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
 
 
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave - coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
 
 
What's in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
 
 
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
 
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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