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Remote Rbc Wealth Management Jobs in Riverside, CA

Tax Alchemy

Sr. Human Resources Manager

Irvine, CA · On-site +1

$105K - $120K/yr

Remote Compensation: $105,000 - $120,000 / year Description AMG is seeking an experienced, highly ... tax/accounting, wealth management, media, or other regulated organization. Benefits * Medical ...

NFP Corp

Senior Private Equity Broker

Santa Ana, CA · On-site +1

$205K - $273K/yr

... wealth management and retirement challenges through custom solutions and a people-first approach ... NFP is an inclusive Equal Employment Opportunity employer. #LI-HYBRID #LI-REMOTE #LI-LL1 ...

Sunflower Bank NA

Mortgage Loan Processor III

Irvine, CA · On-site +1

$33 - $36/hr

... wealth-management financial objectives. Creating Possibility is not just our mission, it's what we ... Fully remote options available. The hourly rate for this position is $33.00 - $36.00 per hour ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Remote Compensation: $75,000 - $100,000 / year Description **Applications will be reviewed on a ... Serve as the main point of contact and trusted advisor for a defined client portfolio, managing ...

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All JobsRbc Wealth Management JobsRemote Rbc Wealth Management JobsRemote Rbc Wealth Management Jobs in Riverside, CA

Remote Rbc Wealth Management information

See Riverside, CA salary details

$78.2K

$102K

$122.1K

How much do remote rbc wealth management jobs pay per year?

As of Sep 13, 2026, the average yearly pay for remote rbc wealth management in Riverside, CA is $101,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,200.00 and $113,700.00 per year, depending on experience, location, and employer.

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 Riverside, CA?

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

What job categories do people searching Remote Rbc Wealth Management jobs in Riverside, CA look for?

The top searched job categories for Remote Rbc Wealth Management jobs in Riverside, CA are:

What cities near Riverside, CA are hiring for Remote Rbc Wealth Management jobs?

Cities near Riverside, CA 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 Riverside, CA as of July 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $101,955 per year, or $49 per hour.

Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Ontario, CA • Remote

Eide Bailly LLP
Accounting Services • 1 - 5K employees
Learn more about Eide Bailly LLPexternal

$105K - $180K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted yesterday

New

Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Location: All locations in the United States

Work Arrangement: Remote, Hybrid, or In-office 

A Day in the Life

A typical day as a Wealth Transition Services Tax Manager might include the following:

  • Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
  • Interpreting and reviewing various legal documents in relation to estate and business succession planning.
  • Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients.
  • Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
  • Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
  • Assisting clients which may have varied levels of estate planning knowledge.
  • Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
  • Business development and billing responsibility.
  • Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
  • Coaching and mentoring staff.
  • Working with the firm Wealth Transition Services team on various projects.

Who You Are

  • You have a Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation).
  • You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
  • You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
  • You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
  • You are a multi-tasking master and there is never a deadline you can't meet.
  • You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation: $105,000-$180,000

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws

#LI-MB1

#LI-REMOTE

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917

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