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Remote Uhnw Family Jobs (NOW HIRING)

Senior Wealth Advisor

West Palm Beach, FL · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Source new UHNW prospective clients through personal networks, centers of influence, and strategic ... Build and expand relationships with attorneys, accountants, family offices and their firms in ...

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Remote Uhnw Family information

What is a remote UHNW family?

A Remote UHNW (Ultra High Net Worth) Family refers to a wealthy family, typically with assets exceeding $30 million, that manages their personal and financial affairs remotely, often leveraging technology and remote staff. These families may employ a range of professionals—such as personal assistants, estate managers, and financial advisors—who work from various locations rather than being based in a single household or office. The remote setup enables flexibility, privacy, and access to a global talent pool to support the complex needs of the family.

What skills and qualifications are needed to thrive as a remote UHNW family office manager?

To thrive as a Remote UHNW Family Office Manager, you need a strong background in finance, wealth management, and estate planning, often supported by relevant degrees and certifications such as CFA or CPA. Familiarity with portfolio management software, secure communication platforms, and financial reporting systems is typically required. Exceptional discretion, attention to detail, and proactive communication are vital soft skills for managing confidential affairs and complex family dynamics. These skills ensure effective stewardship of significant assets, seamless operations, and the trust of UHNW clients in a remote setting.

What unique challenges might I face when working remotely with UHNW families, and how can I prepare for them?

Working remotely with UHNW families often involves managing highly confidential information and responding to rapidly evolving needs across multiple time zones. You may need to coordinate with a diverse professional network, including legal, financial, and personal staff, all while maintaining discretion and flexibility. Building strong communication skills, staying adaptable, and being proactive in anticipating needs will help you succeed in this demanding but rewarding environment. Familiarity with secure digital communication tools and a background in luxury service or private client management are also highly beneficial.

What is the difference between Remote Uhnw Family vs Financial Advisor?

AspectRemote Uhnw FamilyFinancial Advisor
CredentialsHigh-net-worth (HNW) and ultra-high-net-worth (UHNW) client knowledge, certifications like CFP or CFA often preferredCFP, CFA, or similar financial planning certifications typically required
Work EnvironmentRemote, client-focused, often private client meetings, high discretionRemote or in-office, client consultations, financial planning
Industry UsageWealth management, private banking, family office servicesFinancial planning, investment management, wealth advisory

Remote Uhnw Family professionals focus on managing the financial needs of ultra-high-net-worth families, often working remotely with a high level of discretion. Financial Advisors also serve high-net-worth clients but may have a broader client base and more standardized certifications. Both roles require specialized financial knowledge and client management skills, but Remote Uhnw Family roles emphasize privacy and personalized family wealth strategies.

More about Remote Uhnw Family jobs

What cities are hiring for Remote Uhnw Family jobs?

Cities with the most Remote Uhnw Family job openings:

What are the most commonly searched types of Uhnw Family jobs?

The most popular types of Uhnw Family jobs are:

What states have the most Remote Uhnw Family jobs?

States with the most job openings for Remote Uhnw Family jobs include:

Infographic showing various Remote Uhnw Family job openings in the United States as of August 2026, with employment types broken down into 2% As Needed, 77% Full Time, 18% Part Time, and 3% Contract. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution.

ISP Senior Tax Manager, High-Net Worth

Crowe LLP

Dallas, TX • On-site, Remote

Full-time

Posted 7 days ago


Job description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

The IronSpire Group at Crowe provides a collection of boutique tax and advisory services to America's most affluent individuals and families, their family offices, related entities, and investment and estate planning vehicles. Our multidisciplinary team delivers highly tailored strategies designed to address sophisticated domestic and cross-border tax, estate, gift, and wealth planning matters.

We are seeking a Senior Tax Manager with significant ultra-high-net-worth (UHNW) individual, family, and family office tax experience, including deep expertise in complex tax compliance. This individual will play a key role in advising sophisticated clients and their advisors, leading complex engagements, developing high-performing teams, and supporting the continued growth of the IronSpire Group.

Responsibilities:

  • Advise ultra-high-net-worth individuals, families, family offices, and their related entities on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other sophisticated planning opportunities
  • Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, quality, and appropriate risk management
  • Research and advise on complex tax matters to optimize clients' tax positions and support their broader financial, investment, and wealth planning objectives
  • Lead engagement teams in the planning, execution, and delivery of client work while effectively managing engagement economics, timelines, and quality
  • Serve as a strategic and trusted advisor to clients, family offices, attorneys, investment advisors, and other members of clients' professional advisory teams
  • Proactively identify additional client needs and opportunities to expand relationships and services
  • Develop new business through internal and external relationships, referral networks, and market activity
  • Lead, coach, and develop junior professionals while fostering a collaborative, high-performing team environment
  • Maintain advanced knowledge of tax law and regulatory developments affecting ultra-high-net-worth individuals, families, trusts, estates, and related entities
  • Leverage tax technology, software, and data to improve the quality and efficiency of client service delivery
  • Incorporate tax transformation and technology-enabled solutions into team operations and client engagements
  • Contribute thought leadership and technical expertise within the UHNW, private client, and family office marketplace

Qualifications:

  • Bachelor's degree in Accounting or JD/LLM required
  • Active CPA or JD required
  • Minimum of eight (8) years of progressive experience in public accounting, law, or a sophisticated family office environment
  • Experience serving ultra-high-net-worth individuals and families, including complex individual income tax compliance and planning
  • Demonstrated experience with family offices and related entities, trusts, estates, partnerships, investment structures, and/or wealth transfer planning
  • Strong technical knowledge of tax matters affecting UHNW individuals and families
  • Experience leading and reviewing complex tax compliance engagements and managing multiple client relationships
  • Proven ability to identify client needs, advise on complex matters, and develop long-term trusted relationships with clients and their external advisors
  • Strong leadership, communication, and interpersonal skills with a demonstrated commitment to developing and mentoring professionals

#LI-Hybrid #LI-Remote

We expect the candidate to uphold Crowe's values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

The application deadline for this role is 11/30/2026.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $139,200.00 - $293,500.00 per year. This role follows a hybrid work model for candidates located near a Crowe office. Candidates who are not within commuting distance of a Crowe office may be considered for a remote work arrangement, subject to business needs.

Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great peopleare what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.


Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.


Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.

Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role's responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.

If you are interested in applying for employment with Crowe and are in need of an accommodation or require special assistance to navigate our website or to complete your application, please visit our Applicant Assistance and Accommodations page for more information: https://careers.crowe.com/crowe-applicant-assistance-and-accommodation


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About Crowe

Sourced by ZipRecruiter

Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Chicago, IL, US

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