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Remote Trust Tax Jobs (NOW HIRING)

Pathway Talent Partners

Tax Manager

Lansing, MI · On-site +1

$100K - $155K/yr

Remote Compensation: $120,000-$150,000 + Bonus Pathway Talent Partners is supporting a rapidly ... Individual and trust tax returns * Manage client billing and support the invoicing process * Build ...

Pathway Talent Partners

Tax Manager

Milwaukee, WI · On-site +1

$100K - $155K/yr

Remote Compensation: $120,000-$150,000 + Bonus Pathway Talent Partners is supporting a rapidly ... Individual and trust tax returns * Manage client billing and support the invoicing process * Build ...

Pathway Talent Partners

Tax Manager

Des Moines, IA · On-site +1

$100K - $155K/yr

Remote Compensation: $120,000-$150,000 + Bonus Pathway Talent Partners is supporting a rapidly ... Individual and trust tax returns * Manage client billing and support the invoicing process * Build ...

Pathway Talent Partners

Tax Manager

Hopkins, MN · On-site +1

$100K - $155K/yr

Remote Compensation: $120,000-$150,000 + Bonus Pathway Talent Partners is supporting a rapidly ... Individual and trust tax returns * Manage client billing and support the invoicing process * Build ...

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All JobsRemote Trust Tax Jobs

Remote Trust Tax information

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$55K

$129.4K

$176K

How much do remote trust tax jobs pay per year?

As of Jun 9, 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 are Remote Trust Tax professionals?

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, and why are they important?

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
Gift, Estate, Trust and HNWI Tax Senior

Gift, Estate, Trust and HNWI Tax Senior

Advantage Group

Concord, CA • On-site, Remote

Full-time

Posted 23 days ago

Job description

Company Description

Advantage Group is a retained search firm based out of the San Francisco Bay Area specializing in senior and executive level placements with stable and rapidly growing clients nationally.

We have established deep relationships, some lasting over 20 years, with real decision makers.

We offer long term opportunities along with a real understanding of the companies that we represent.

We will provide insight and information ensuring that you are making the right decision about the right opportunity for you.  We are as committed to and passionate about your success as we are about the companies that we represent.

Job Description

This role is with a well-established, stable and growing firm located in the Walnut Creek area. They offer real career growth and competitive compensation. Remote and hyrbid roles are available and they hire candidates from all over the country.

It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding of laws, regulations and standards to formulate client related recommendations.  

Responsibilities will include the technical review of tax returns while collaborating  with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that client relationships are fostered and grow.

Qualifications
  • Bachelor’s, preferably Masters, degree with an emphasis on Tax or Accounting
  • Licensed CPA or EA
  • 10+ years of experience with complex High Net Worth Individual, Gift/Estate&Trust Tax (706,709,1041)
  • High level of technical tax proficiency with attention to detail 
  • Ability to research and resolve complex tax issues
  • An excellent verbal and written communicator
  • Experience w/ CCH ProSystem or Lacerte

Additional Information

Candidate based out of the Bay Area are preferred. Firm is located in the Concord/Pleasant Hill/Walnut Creek area.