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Remote Trust Tax Jobs (NOW HIRING)

Councilor, Buchanan & Mitchell, P.C.

Tax Manager

OR · Remote

$100K - $150K/yr

Remote work in the United States & flexible schedule are available. Essential FunctionsManage tax related processes, procedures, and teamPrepare personal, corporate, estate, and trust tax returns ...

New

Councilor, Buchanan & Mitchell, P.C.

Tax Manager

$100K - $150K/yr

Remote work in the United States & flexible schedule are available. Essential Functions * Manage tax related processes, procedures, and team * Prepare personal, corporate, estate, and trust tax ...

Platform Accounting Group

Tax Director

Los Angeles, CA · On-site +1

$135K - $225K/yr

This role is supporting our office in Costa Mesa, CA with flexibility for a remote schedule. We do ... Review individual, corporate, partnership and trust tax returns; assign work and oversee operations

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Remote Trust Tax information

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$55K

$129.4K

$176K

How much do remote trust tax jobs pay per year?

As of Aug 8, 2026, the average yearly pay for remote trust tax in the United States is $129,367.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,000.00 and $145,500.00 per year, depending on experience, location, and employer.

What is a remote trust tax?

Remote Trust Tax professionals are experts who specialize in trust taxation and provide their services remotely, often via online platforms or virtual communication. They assist clients with tax planning, compliance, and filing for trusts, which are legal arrangements for holding and managing assets. Their work includes preparing trust tax returns, advising on tax implications, and ensuring that trusts adhere to federal and state tax regulations. Working remotely allows these professionals to serve clients across different locations efficiently. They typically hold certifications such as CPA or EA and have specialized knowledge in estate and trust tax law.

What are the key skills and qualifications needed to thrive as a remote trust tax specialist?

To thrive as a Remote Trust Tax Specialist, you need a strong background in tax law, accounting, and trust administration, often supported by a CPA, JD, or relevant tax certifications. Proficiency with tax preparation software (such as CCH Axcess or UltraTax), financial reporting systems, and secure remote communication tools is essential. Exceptional attention to detail, analytical thinking, and strong written communication skills help you navigate complex tax scenarios and client interactions. These skills ensure the accurate preparation of trust tax returns, regulatory compliance, and effective client service in a remote environment.

What are some common challenges faced by professionals working in remote trust tax roles?

Professionals in Remote Trust Tax roles often navigate complex multi-state tax regulations and must stay current with evolving tax laws relevant to trusts and estates. Working remotely, they may face challenges coordinating with clients and colleagues across different time zones and ensuring secure handling of sensitive financial documents. Strong digital communication skills, meticulous attention to detail, and proficiency with secure tax software are essential for success in this environment. Regular collaboration with attorneys, financial advisors, and other tax professionals is also a key part of the job.

What is the difference between Remote Trust Tax vs Remote Tax Preparer?

AspectRemote Trust TaxRemote Tax Preparer
CredentialsEnrolled Agent, CPA, or AttorneyPTIN, possibly EA or CPA
Work EnvironmentHandling trust and estate tax filings, often in financial or legal firmsPreparing individual and business tax returns, in accounting or tax firms
Industry UsageFinancial, legal, estate planningAccounting, finance, tax services
Common Search/ComparisonRemote Trust Tax vs Remote Tax Preparer

Remote Trust Tax specialists focus on trust and estate tax filings, requiring specific credentials like EA or CPA, and often work within legal or financial firms. Remote Tax Preparers handle a broader range of individual and business taxes, with similar certifications. While both roles involve tax preparation, Trust Tax roles are more specialized in estate-related filings, whereas Tax Preparer roles cover general tax services.

More about Remote Trust Tax jobs
What cities are hiring for Remote Trust Tax jobs? Cities with the most Remote Trust Tax job openings:
What are the most commonly searched types of Trust Tax jobs? The most popular types of Trust Tax jobs are:
What states have the most Remote Trust Tax jobs? States with the most job openings for Remote Trust Tax jobs include:
What job categories do people searching Remote Trust Tax jobs look for? The top searched job categories for Remote Trust Tax jobs are:
Remote Trust Tax jobs near you
Infographic showing various Remote Trust Tax job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 9% Part Time, and 6% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

CPA - Tax Planning ( HNW Clients ) | $150-170k | Hybrid | Wexford or McMurray, PA (Hybrid)

Integrated Tax Advisors

Sewickley, PA • On-site, Remote

Full-time

Posted 10 days ago

Job description

Are you an experienced CPA who enjoys helping successful individuals and families make smarter tax decisions, beyond just preparing returns?
Integrated Tax Advisors is seeking an experienced tax professional that will work in partnership with Fragasso Financial Advisors to deliver integrated tax planning and tax preparation services for high-net-worth clients. This position can be based in either Sewickley or McMurray, and offers a hybrid, remote work opportunity.


Employment Notice: This position is employed exclusively by Integrated Tax Advisors, an independent tax company affiliated with Fragasso Financial Advisors. Although this role works closely with Fragasso Financial Advisors' advisors and clients, this position will be an employee of the affiliated tax firm.


This is a unique opportunity to help build and lead a growing tax planning practice while collaborating with an established wealth management firm serving affluent clients. You will work directly with financial advisors to provide proactive tax strategies that will become part of each client's overall financial plan. If you enjoy solving complex tax issues, working collaboratively with advisors, and helping shape the future of a growing tax practice, we would love to talk with you.

What You'll Do
High-Net-Worth Tax Planning & Preparation
• Lead tax planning and tax preparation services for select high-net-worth individuals and families
• Identify opportunities to reduce tax liabilities through proactive planning
• Develop tax strategies related to:

  • Investments and capital gains
  • Retirement income
  • Roth conversions
  • Charitable giving
  • Estate and wealth transfer planning

• Deliver thoughtful recommendations that improve clients' overall financial outcomes

Partner with Financial Advisors
• Collaborate closely with financial advisors to integrate tax planning into comprehensive financial plans
• Participate in client meetings when tax expertise adds value
• Coordinate with advisors on tax-efficient planning strategies

Strategic Tax Planning
• Monitor and advise on planning opportunities including:

  • Capital gains management
  • Income tax bracket optimization
  • Roth conversion strategies
  • Medicare IRMAA planning
  • Tax-loss harvesting coordination
  • Retirement distribution planning

Help Build the Practice
• This role offers more than client work. You will help develop the firm's tax planning capabilities by:

  • Creating scalable tax planning workflows
  • Developing planning frameworks
  • Improving advisor collaboration
  • Building client-facing planning tools
  • Establishing best practices for integrated tax planning

Qualifications
We are looking for an experienced professional who combines technical expertise with excellent communication skills and an entrepreneurial mindset.
Requirements include:
• Active CPA license in good standing
• Bachelor's degree in Accounting, Finance, or related field
• 8–15+ years of tax planning and tax preparation experience
• Extensive experience serving high-net-worth individuals and families
• Ability to explain complex tax concepts in practical, client-friendly language
Preferred Experience
• Master's degree in Taxation or Accounting
• Working alongside wealth management firms, financial advisors, or family offices
• Developing tax planning processes or building a tax practice
• Advising clients regarding:

  • Closely held businesses
  • Liquidity events
  • Concentrated stock positions
  • Equity compensation
  • Estate and trust tax matters
  • Significant charitable planning
  • Tax-efficient retirement withdrawal strategies

Why This Opportunity Is Different
This position offers the opportunity to:
• Work with an established wealth management firm serving high-net-worth clients
• Become the lead tax resource supporting integrated financial planning
• Enjoy a better work-life balance than typical tax firms, including a hybrid remote work opportunity
• Build and influence a growing tax planning practice
• Work collaboratively with experienced financial advisors
• Focus on proactive planning beyond annual tax preparation
• Help shape the future direction of an expanding affiliated tax firm

Employment Structure
This position is employed by Integrated Tax Advisors, a tax company affiliated with Fragasso Financial Advisors.
The individual selected for this position will:
• Be employed by Integrated Tax Advisors
• Provide tax planning and tax preparation services through that entity
• Maintain all required CPA licensing and professional responsibilities through the affiliated entity
• Collaborate with advisors at Fragasso Financial Advisors in serving shared clients
• Fragasso Financial Advisors does not employ the individual hired for this position and is not the provider of tax preparation services. Integrated Tax Advisors is solely responsible for its employment relationship, professional services, regulatory compliance, and client engagements.

Integrated Tax Advisors offers an excellent benefit package and a hybrid, remote working opportunity.

Integrated Tax Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.


Employment Type: Full Time
Years Experience: 10 - 15 years
Salary: $150,000 - $180,000 Annual
Bonus/Commission: No