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Remote Wealth Management Tax Jobs (NOW HIRING)

Coldstream Wealth Management

Tax Manager

Seattle, WA · On-site +1

$140K - $185K/yr

In January, we merged with Coldstream, an employee-owned wealth management firm that offers ... Stay current on tax laws and regulations to ensure compliance and identify tax planning ...

Mercer Advisors

Associate Wealth Advisor, UHNW

Collaborates closely with internal partners across portfolio management, tax, estate planning, and ... Remote orHybrid schedule with a combination of remote and office work in a professional office ...

Strategic Employment

Technical Tax Reviewer

$150K/yr

Technical Tax Reviewer -- Remote | $150K + Bonus A fast-growing wealth management firm has built tax consulting into the center of their client offering, and they've reached a scale where the review ...

MassMutual - NJ/NYC

Wealth Management Advisor

Warren, NJ · Remote

We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and ... Collaborate with internal specialists and external partners to provide integrated estate, tax, and ...

Carson Group

Tax Prep Intern

$17 - $22/hr

Who We Want Support in-house tax preparation and advanced planning services by assisting with compliance, documentation, and workflow execution within a professional wealth-management tax function.

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All JobsRemote Wealth Management Tax Jobs

Remote Wealth Management Tax information

See salary details

$55K

$129.4K

$176K

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

As of Jun 12, 2026, the average yearly pay for remote wealth management 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 the difference between Remote Wealth Management Tax vs Remote Financial Advisor?

AspectRemote Wealth Management TaxRemote Financial Advisor
CertificationsEnrolled Agent, CPA, CFPSeries 7, CFP, ChFC
Work EnvironmentTax firms, accounting departments, financial servicesFinancial planning firms, banks, independent practice
Industry UsageTax preparation, compliance, planningInvestment advice, retirement planning, wealth management

Remote Wealth Management Tax professionals focus on tax-related services such as preparation, planning, and compliance, often requiring certifications like CPA or Enrolled Agent. Remote Financial Advisors provide comprehensive financial planning and investment advice, typically holding Series 7 or CFP credentials. While both roles serve clients' financial needs remotely, their core functions and certifications differ, making them distinct career paths within the financial industry.

What is remote wealth management tax?

Remote wealth management tax refers to tax planning and compliance services provided virtually by professionals who specialize in managing the financial and tax aspects of high-net-worth individuals’ assets. These experts help clients minimize tax liabilities, ensure regulatory compliance, and optimize investment strategies, all through digital communication tools. Working remotely allows clients to access specialized tax advice regardless of their location, making the process more convenient and flexible. The role involves staying updated with tax laws and leveraging technology to provide personalized, strategic guidance.

How does a Remote Wealth Management Tax professional typically collaborate with financial advisors and clients to ensure effective tax planning?

As a Remote Wealth Management Tax professional, you will regularly collaborate with financial advisors to analyze client portfolios and develop tailored tax strategies. Communication is often conducted via video calls, secure portals, and shared documentation, ensuring seamless coordination while working remotely. You'll also interact directly with clients to gather financial data, explain complex tax concepts, and provide updates on tax law changes that could impact their financial plans. This collaborative approach helps deliver comprehensive wealth management solutions and fosters strong client relationships, even in a virtual environment.

What are the key skills and qualifications needed to thrive as a Remote Wealth Management Tax professional, and why are they important?

To thrive as a Remote Wealth Management Tax professional, you need strong expertise in tax law, financial planning, and wealth management, typically supported by a bachelor's degree in accounting, finance, or a related field, and often a CPA or similar certification. Proficiency in tax preparation software, financial analysis tools, and secure virtual communication platforms is essential. Exceptional analytical thinking, attention to detail, and clear client communication help build trust and deliver tailored solutions remotely. These skills and qualifications are crucial for ensuring compliance, optimizing client portfolios, and maintaining high-quality service in a virtual environment.
More about Remote Wealth Management Tax jobs
What cities are hiring for Remote Wealth Management Tax jobs? Cities with the most Remote Wealth Management Tax job openings:
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What states have the most Remote Wealth Management Tax jobs? States with the most job openings for Remote Wealth Management Tax jobs include:
What job categories do people searching Remote Wealth Management Tax jobs look for? The top searched job categories for Remote Wealth Management Tax jobs are:
Remote Wealth Management Tax jobs near you
Infographic showing various Remote Wealth Management Tax job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 90% Full Time, 1% Part Time, and 8% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $129,367 per year, or $62.2 per hour.

Head of Wealth Management

Exemplar Companies

Boston, MA • Remote

Full-time

Posted 24 days ago

Job description

Salary:

Head of AI-Driven Wealth Management

Company: Exemplar Wealth Advisors, LLC
Location: Remote (United States)


About Exemplar

Exemplar Companies PBC delivers integrated professional services to business owners, executives, entrepreneurs, professional athletes, and high-net-worth families. Through our unique ecosystem of wealth management, tax, legal, insurance, capital, and strategic advisory services, we provide comprehensive solutions designed to help clients build, protect, and transfer wealth.

As we continue to innovate, we are building a next-generation wealth management platform that combines personalized advice with AI-powered insights, automation, and technology-driven client experiences.


The Opportunity

Exemplar is seeking a visionary Head of AI-Driven Wealth Management to lead, scale, and transform our national wealth management practice.

This entrepreneurial leadership role is ideal for a growth-minded executive who can combine traditional wealth management expertise with a passion for innovation and technology. You will be responsible for driving business development, building a high-performing advisory team, and helping shape the future of wealth management through AI-enabled tools and processes.

As the leader of this service line, you will operate with an ownership mentality, overseeing strategy, growth, client experience, and operational excellence while leveraging technology to create scalable and efficient solutions.


Key Responsibilities


Leadership & Growth

  • Lead and scale Exemplar's wealth management division nationwide.
  • Develop and execute growth strategies to expand assets under management and revenue.
  • Recruit, mentor, and develop a high-performing team of advisors and support professionals.
  • Establish performance metrics and operational best practices.


AI & Innovation

  • Champion the adoption of AI-powered tools and technology throughout the wealth management practice.
  • Identify opportunities to improve client experience, advisor productivity, and operational efficiency through automation and data-driven insights.
  • Partner with internal stakeholders to implement technology solutions that enhance planning, reporting, client engagement, and business intelligence.
  • Foster a culture of innovation and continuous improvement.


Client Advisory & Wealth Strategy

  • Provide strategic guidance for high-net-worth individuals, families, business owners, and executives.
  • Oversee portfolio construction, investment strategy, risk management, and financial planning initiatives.
  • Ensure exceptional client service and long-term relationship development.
  • Collaborate with tax, legal, insurance, and capital markets teams to deliver comprehensive client solutions.


Business Development

  • Build and maintain a strong pipeline of prospective clients and referral partners.
  • Develop strategic partnerships and centers of influence.
  • Lead initiatives that strengthen Exemplar's market presence and brand awareness.
  • Drive cross-selling opportunities across Exemplar's service lines.


Qualifications

Required

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 10+ years of wealth management leadership experience.
  • Experience managing significant client assets and leading advisory teams.
  • FINRA registration (Series 65 or Series 66).
  • Strong knowledge of investment management, financial planning, tax-efficient strategies, and client relationship management.
  • Demonstrated business development success.

Preferred

  • CFP, CFA, or similar professional designation.
  • Experience implementing technology, automation, or AI solutions within financial services.
  • Experience building and scaling a wealth management business.
  • Familiarity with CRM, planning, portfolio management, and AI-enabled advisory platforms.


What Success Looks Like

  • Growth in assets under management and client acquisition.
  • Successful implementation and adoption of AI-driven processes and tools.
  • Increased advisor productivity and operational efficiency.
  • Exceptional client retention and satisfaction.
  • Development of a scalable national wealth management platform.


Why Exemplar?

  • Entrepreneurial leadership opportunity with significant growth potential.
  • Ability to shape the future of AI-driven wealth management.
  • Collaborative multidisciplinary professional services platform.
  • Partnership-track opportunities.
  • Remote-first flexibility with national reach.
  • Culture focused on innovation, accountability, and client impact.