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Remote Rbc Wealth Management Jobs in Riverside, CA

Tax Alchemy

Tax Specialist

Irvine, CA · On-site +1

$70K - $100K/yr

Remote Compensation: $70,000 - $100,000 / year Description **Applications will be reviewed on a ... Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all ...

Tax Alchemy

Senior Tax Strategist

Irvine, CA · On-site +1

$120K - $140K/yr

The ideal candidate will have significant experience managing complex taxation matters, a proven ... wealth growing financial plans. The Senior Tax Strategist will lead a Tax Advisory pod, under the ...

Tax Alchemy

Tax Specialist

Irvine, CA · On-site +1

$70K - $100K/yr

... wealth planning services. The successful candidate will possess expertise in business and personal ... Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all ...

Cliftonlarsonallen

Seasonal Tax Preparer (Remote)

Irvine, CA · On-site +1

$28.20 - $45.50/hr

... wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9 ... Client Management : Communicate directly with clients to answer questions and provide guidance on ...

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Cliftonlarsonallen

Seasonal Tax Reviewer (Remote)

Irvine, CA · On-site +1

$53.40 - $90.70/hr

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory ...

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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.

Tax Specialist

Irvine, CA • On-site, Remote

Tax Alchemy
See more jobs at Tax Alchemyexternal

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Tax Specialist
Department: Tax Advisory
Employment Type: Full Time
Location: Remote
Compensation: $70,000 - $100,000 / year
Description
**Applications will be reviewed on a rolling basis**
We are looking for a proactive and technically sharp Tax Specialist to develop individual tax plans for clients as part of our strategic wealth planning services. The successful candidate will possess expertise in business and personal tax, finance, bookkeeping, investments, and tax planning strategies. A key responsibility will be the ability to synthesize complex client data to create comprehensive tax plans, which serve as a primary client deliverable. This position will collaborate with other members of the Tax Advisory team, reporting to the Senior Tax Strategist.
Minimum Qualifications
  • 2-5 years of experience in tax preparation, tax accounting, tax consulting, or tax planning with a focus on high net worth individuals and/or entrepreneurial businesses
  • Bachelor's degree in Accounting, Finance or a related field
  • Advanced qualification (e.g. EA, CPA) in progress is a plus, completion is preferred
  • Advanced proficiency with efficiency, workflow, communication, and tax preparation software (G-Suite, Slack, CS Planner, UltraTax, CRM platforms, etc.)
  • Knowledge of corporate and personal tax planning strategies

Key Responsibilities
  • Build, execute, and document individual tax plans for high net worth clients and business owners
  • Draft technical memoranda (e.g. entity flow charts) and internal documentation (e.g. progress reports) to formally record and support tax strategies for review
  • Assist in the review of complex individual and business tax returns to ensure planning strategies have been implemented
  • Conduct tax research on federal, state, and local issues using professional tax software, summarizing conclusions clearly for review and client guidance
  • Organize and manage the lifecycle of planning projects, tracking deliverables, and ensuring all deadlines are met
  • Communicate effectively with clients in calls, guidance sessions, and Slack channels, presenting information clearly and concisely
  • Actively participate in continuous professional education to maintain technical expertise and stay current with legislative changes
  • Contribute to the development and refinement of departmental best practices and efficient workflows, particularly in the organization of client data and internal documentation

Skills, Knowledge and Expertise
  • Demonstrated ability to approach complex client challenges holistically, designing comprehensive, forward-thinking solutions
  • Exceptional ability to manage and prioritize multiple planning engagements and organize voluminous client documentation
  • Meticulous commitment to accuracy and precision in all research, calculations, and document drafting, minimizing errors in strategy execution and final client deliverables
  • Strong written and verbal communication skills; ability to articulate technical concepts clearly to colleagues and clients
  • Demonstrated ability to work effectively and collaboratively with internal and external teams to ensure smooth process execution
  • Proven skill in executing complex calculations, building clear financial projections, and synthesizing tax law into actionable advice
  • Maintains the highest ethical standards and a proven ability to handle sensitive client financial information with complete confidentiality

Benefits
  • Remote work
  • Medical, dental, vision, life, and voluntary life insurance
  • 401(k) with company match
  • Paid vacation and sick days
  • Paid holidays
  • Continuing education
  • Teambuilding events

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