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Remote Rbc Wealth Management Jobs in Georgia (NOW HIRING)

Boaz Partners

Senior Search Executive

Atlanta, GA · Remote

Remote & Entrepreneurial This is a fully remote role offering the autonomy to run your market like ... Implement a proven consultative process to assess talent, advise clients, and manage searches end ...

Aprio

Senior Tax Manager

Atlanta, GA · On-site +1

Collaborate closely with CSAs, Wealth Advisors, Tax Leads, and specialist teams * Serve as the ... Whether you are just starting out, looking to advance into management or searching for your next ...

Colliers

$28.85 - $33.65/hr

This is a remote position based out of our various work states listed on the posting.*** About the ... Manage and respond to subpoenas, garnishment orders, discovery requests, and other legally mandated ...

Colliers

$28.85 - $33.65/hr

This is a remote position based out of our various work states listed on the posting.*** About the ... Manage and respond to subpoenas, garnishment orders, discovery requests, and other legally mandated ...

Colliers

$23 - $26/hr

This position is a remote position based out of the states listed on the job posting.*** About you ... Manage multiple research projects and be comfortable with shifting priorities throughout the day.

Colliers

$23 - $26/hr

This position is a remote position based out of the states listed on the job posting.*** About you ... Manage multiple research projects and be comfortable with shifting priorities throughout the day.

Manulife

... risk management for complex planning concepts and sales strategies. As a member of the Advanced ... This opportunity is a remote role and can be based anywhere in the US. Key Accountabilities:

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Remote Rbc Wealth Management information

What is the difference between Remote Rbc Wealth Management vs Remote Financial Advisor?

AspectRemote Rbc Wealth ManagementRemote Financial Advisor
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentBank-affiliated, corporate settingIndependent or firm-affiliated, client-focused
Employer & IndustryRBC, banking and wealth management industryFinancial services firms, independent or corporate

Remote Rbc Wealth Management professionals typically work within RBC's banking environment, focusing on high-net-worth clients, while Remote Financial Advisors may work independently or for various firms, offering broader financial planning services. Both roles require similar certifications and serve clients remotely, but their employer settings and client focus differ.

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The most popular types of Rbc Wealth Management jobs in Georgia are:

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For Remote Rbc Wealth Management jobs in Georgia, the most frequently searched job titles are:

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Remote Rbc Wealth Management jobs near you

Tax Manager, High Net Worth

Frazier & Deeter

Atlanta, GA • Remote

$106K - $139K/yr

Full-time

Re-posted 27 days ago

Key responsibilities

  • Manage and review complex tax returns for high net worth individuals, closely held businesses, and trusts.

  • Lead tax engagements from planning through delivery, including budgeting, monitoring fees, and execution.

  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.

Job description

Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!  

We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people. 

Job Summary:

As a HNW Tax Manager, you work closely with partners, staff, and high net worth clients, leading the planning, management, review, and completion of client engagements. You provide proactive tax planning, savings strategies, and wealth preservation solutions tailored to individuals, families, and closely held entities, often involving complex, multi-jurisdictional considerations. You also support business development efforts, cultivate long term client relationships, and serve as a key point of contact for designated clients, delivering a high touch, advisory focused experience. 

Our professionals have one goal in mind when working with clients - to help them minimize their tax liability while keeping them in compliance with ever-changing tax laws. In addition to providing consulting and compliance tax services, our professionals offer several additional services, including stock option planning and international tax advice. We also provide expert consultation regarding tax implications on investments, mergers and acquisitions, reorganizations, and liquidations.

Duties & Responsibilities:

  • Manage and review complex tax returns for high net worth individuals, closely held businesses and trusts.
  • Understand client's business needs, identify and analyze tax issues, and clearly articulate relevant tax issues, application of authority, and conclusions
  • Lead tax engagements from start to finish, including planning, budgeting and monitoring fees, execution, and delivery
  • Develop and maintain strong client relationships by providing exceptional service and understanding their business needs.
  • Ensure timely and accurate filing of client tax returns, meeting all regulatory deadlines
  • Review work performed by team members, providing constructive feedback to ensure quality and accuracy
  • Strong analytical skills and attention to detail, including the ability to interpret complex tax laws and regulations
  • Extensive knowledge of federal, state, and local tax regulations
  • Strong project management and organizational skills, with the ability to manage multiple engagements and deadlines simultaneously

Education & Experience: 

  • A Bachelor's degree and/or Master's degree in Accounting.
  • Active CPA license required.
  • 5+ years of progressive public accounting experience, with a focus on HNW tax planning, compliance, and consulting.
  • Deep understanding of estate, gift, and trust tax laws and their application.
  • Expertise in IRC Sections 671-679 (Grantor Trust rules) and estate tax law principles
  • Familiarity with family office services and private foundation structures
  • Proven expertise in overseeing complex client engagements and delivering high-quality client service
  • Ability to develop tax planning strategies for clients
  • Proficiency in tax preparation software (e.g, CCH Axcess) and Microsoft Office Suite
  • Experience supervising, training, developing, and reviewing the work of staff and senior associates

#LI - remote

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