ZipRecruiter

Log In

2

Remote Rbc Wealth Management Jobs in Texas (NOW HIRING)

Frontline Source Group

Controller, Remote

Dallas, TX · Remote

Controller, Remote My client located in Florida is in need of a Controller. This is a direct hire ... management, wealth management, family office, hedge fund, or related financial services ...

Frontline Source Group

Tax Senior, Remote

Dallas, TX · Remote

This is a remote direct hire opportunity. Client Profile Our client is a growing public accounting ... payroll, wealth management, and broader financial advisory services. The firm offers a more ...

Empower

Wealth Solutions Advisor

Corpus Christi, TX · On-site +1

This position is fully remote and offers competitive incentive compensation on top of the base pay ... In this role, you will not manage a book of business, but will focus on providing solutions to our ...

Empower

Wealth Solutions Advisor

Houston, TX · On-site +1

This position is fully remote and offers competitive incentive compensation on top of the base pay ... In this role, you will not manage a book of business, but will focus on providing solutions to our ...

DataAnnotation

FP&A Manager - AI Trainer

Lubbock, TX · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

DataAnnotation

FP&A Manager - AI Trainer

Austin, TX · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

DataAnnotation

FP&A Manager - AI Trainer

Houston, TX · Remote

$50 - $100/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of ...

previous pagenext page

Showing results 21-40

All JobsRbc Wealth Management JobsRemote Rbc Wealth Management JobsRemote Rbc Wealth Management Jobs in Texas

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.

What are popular job titles related to Remote Rbc Wealth Management jobs in Texas?

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

What job categories do people searching Remote Rbc Wealth Management jobs in Texas look for?

The top searched job categories for Remote Rbc Wealth Management jobs in Texas are:

What cities in Texas are hiring for Remote Rbc Wealth Management jobs?

Cities in Texas with the most Remote Rbc Wealth Management job openings:

Remote Rbc Wealth Management jobs near you
Infographic showing various Remote Rbc Wealth Management job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Tax Manager - Estate & Trust

Dallas, TX • Remote

Benaiah Consulting Group. LLC
See more jobs at Benaiah Consulting Group. LLCexternal

$135K - $165K/yr

Full-time

Re-posted 12 days ago

Job description

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:

  • Designing and implementing comprehensive tax planning strategies across personal, fiduciary, estate, and gift tax
  • Structuring trust instruments to support wealth transfer goals and minimize tax exposure
  • Overseeing preparation and review of complex returns - personal, fiduciary (1041), estate (706), and gift (709)
  • Conducting technical tax research and resolving complex issues
  • Serving as a primary relationship holder with clients - not just a reviewer in the background

This is a client-facing leadership role. You will be visible, trusted, and accountable.

What You Bring

  • 4+ years in tax planning, with meaningful time spent on trust, estate, and HNW work
  • Background in a CPA firm, wealth management firm, or law firm - you understand the client profile
  • Strong technical command of tax laws and a desire to continue your personal and professional development and growth. 
  • CPA, JD, or EA required
  • The ability to communicate complex concepts clearly to clients who are smart but not tax professionals
  • A track record of mentoring staff and building toward results

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.