Tulsa, OK · Remote
$135K - $165K/yr
Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are ... Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
Quick apply
Tulsa, OK · Remote
$135K - $165K/yr
Trust & Estate Tax Manager | 100% Remote $130-160K Base + Bonus + 100% Employer-Paid Benefits Are ... Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
... wealth management, or a related field where you've advised individuals or families on portfolio ... Remote position open to candidates based in the United States. * Full-time role with competitive ...
... wealth management, or a related field where you've advised individuals or families on portfolio ... Remote position open to candidates based in the United States. * Full-time role with competitive ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
... leads and manage your pipeline Build relationships and develop future leaders The Zuzick ... If you're the type who likes to win, build real wealth, and get paid what you're worth, we might ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Tulsa, OK · Remote
$105K - $169K/yr
Project Solutions Manager - Remote/Field Based Come build your career. It takes great people to ... Learn: Have access to a wealth of learning resources, including our digital learning portal.
Tulsa, OK · Remote
$105K - $169K/yr
Project Solutions Manager - Remote/Field Based Come build your career. It takes great people to ... Learn: Have access to a wealth of learning resources, including our digital learning portal.
Kansas, OK · On-site +1
$84K - $135K/yr
District Sales Manager - Remote Location - 80% Local travel required Come make the world and ... Learn: Have access to a wealth of learning resources, including our digital learning portal.
Kansas, OK · On-site +1
$84K - $135K/yr
District Sales Manager - Remote Location - 80% Local travel required Come make the world and ... Learn: Have access to a wealth of learning resources, including our digital learning portal.
Tulsa, OK · On-site +1
$100K - $150K/yr
Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... This role is not centered around simply managing tax return production. The preparation team ...
Quick apply
Tulsa, OK · On-site +1
$100K - $150K/yr
Fully Remote Compensation: $110,000+ base salary plus performance-based bonus Job Type: Full-time ... This role is not centered around simply managing tax return production. The preparation team ...
Kansas, OK · On-site +1
... 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:
Kansas, OK · On-site +1
... 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:
Kansas, OK · On-site +1
$105K - $169K/yr
Communicate opportunities, issues, and trends to management and marketing The Person: You love to ... Learn: Have access to a wealth of learning resources, including our digital learning portal.
Kansas, OK · On-site +1
$105K - $169K/yr
Communicate opportunities, issues, and trends to management and marketing The Person: You love to ... Learn: Have access to a wealth of learning resources, including our digital learning portal.
| Aspect | Remote Rbc Wealth Management | Remote Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA, or similar | CFP, CFA, or similar |
| Work Environment | Bank-affiliated, corporate setting | Independent or firm-affiliated, client-focused |
| Employer & Industry | RBC, banking and wealth management industry | Financial 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.
For Remote Rbc Wealth Management jobs in Oklahoma, the most frequently searched job titles are:
The top searched job categories for Remote Rbc Wealth Management jobs in Oklahoma are:
Cities in Oklahoma with the most Remote Rbc Wealth Management job openings:
$135K - $165K/yr
Full-time
Re-posted 8 days ago
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:
This is a client-facing leadership role. You will be visible, trusted, and accountable.
What You Bring
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.
