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Remote Wealth Management Tax Jobs in Riverside, CA

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

Remote Compensation: $75,000 - $100,000 / year Description **Applications will be reviewed on a ... Serve as the main point of contact and trusted advisor for a defined client portfolio, managing ...

Tax Alchemy

Tax Pro

Irvine, CA · On-site +1

$75K - $100K/yr

... wealth planning. The ideal candidate will be knowledgeable in business and personal tax, finance ... Serve as the main point of contact and trusted advisor for a defined client portfolio, managing ...

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

Remote Compensation: $120,000 - $140,000 / year Description **Applications will be reviewed on a ... The ideal candidate will have significant experience managing complex taxation matters, a proven ...

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 ...

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 ...

Solid Rock Recruiting LLC

Remote Tax Manager

Irvine, CA · On-site +1

$135K - $195K/yr

Position Overview Seeking a Remote CPA / Tax Manager to join our team in a generalist capacity. This role is ideal for someone who enjoys working across a variety of clients and tax scenarios, while ...

Tax Alchemy

Tax Preparer

Irvine, CA · On-site +1

$80K - $100K/yr

Remote Compensation: $80,000 - $100,000 / year Description We are seeking a highly motivated and ... Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with ...

Tax Alchemy

Tax Preparer

Irvine, CA · Remote

$80K - $100K/yr

Prepare and manage federal, state, and local tax returns for a diverse client portfolio, with ... Remote work * Medical, dental, vision, life, and voluntary life insurance * 401(k) with company ...

Solid Rock Recruiting LLC

Tax Manager

Irvine, CA · Remote

$119K - $156K/yr

Tax Manager - Fully Remote | Public Accounting Firm Location: Remote (U.S.-based) Job Type ... problem-solving, and client management skills. Ability to work independently in a remote ...

TGG Accounting

Tax Manager- CPA, Remote!

Orange, CA · On-site +1

$118K - $155K/yr

Tax Manager | Family Office Southern California-Based Family Office | 100% REMOTE CPA Required | Experience with UHNW individuals a plus ✒ Salary: $150K-$180K DOE, potential bonus, generous ...

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All JobsWealth Management Tax JobsRemote Wealth Management Tax JobsRemote Wealth Management Tax Jobs in Riverside, CA

Remote Wealth Management Tax information

See Riverside, CA salary details

$57.4K

$135K

$183.6K

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

As of Jul 26, 2026, the average yearly pay for remote wealth management tax in Riverside, CA is $134,965.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,800.00 and $151,800.00 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.
What are the most commonly searched types of Wealth Management Tax jobs in Riverside, CA? The most popular types of Wealth Management Tax jobs in Riverside, CA are:
What are popular job titles related to Remote Wealth Management Tax jobs in Riverside, CA? For Remote Wealth Management Tax jobs in Riverside, CA, the most frequently searched job titles are:
What job categories do people searching Remote Wealth Management Tax jobs in Riverside, CA look for? The top searched job categories for Remote Wealth Management Tax jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Remote Wealth Management Tax jobs? Cities near Riverside, CA with the most Remote Wealth Management Tax job openings:
Remote Wealth Management Tax jobs near you
Infographic showing various Remote Wealth Management Tax job openings in Riverside, CA as of July 2026, with employment types broken down into 82% Full Time, 15% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $134,965 per year, or $64.9 per hour.
Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible

Eide Bailly LLP

Irvine, CA • Remote

$105K - $180K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

9th of 22 rated bookkeepers and accountants

Job description

Location: All locations in the United States

Work Arrangement: Remote, Hybrid, or In-office 

A Day in the Life

A typical day as a Wealth Transition Services Tax Manager might include the following:

  • Advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and estate plan flow.
  • Interpreting and reviewing various legal documents in relation to estate and business succession planning.
  • Providing tax planning and consulting services to the firm’s high net worth and ultra-high net worth clients.
  • Technical research on estate, gift, GST, tax planning and compliance matters for internal clients.
  • Looking at the tax situation of the individual and their estate/trusts from various angles to ensure the maximum tax benefit is applied. Additionally, you have knowledge and expertise on the income taxation of trusts and estates.
  • Assisting clients which may have varied levels of estate planning knowledge.
  • Managing client relationships internally and externally by proactively seeking solutions that add value to the client experience.
  • Business development and billing responsibility.
  • Assist in preparation of marketing materials and presentation of internal and external webinar trainings.
  • Coaching and mentoring staff.
  • Working with the firm Wealth Transition Services team on various projects.

Who You Are

  • You have a Bachelor's degree in Accounting and an active CPA license, Enrolled Agent license, or JD/LLM (taxation).
  • You have 4-8 years of experience in tax planning and estate planning in public accounting, law firms, or a related field.
  • You are an excellent communicator -- your verbal and written communication skills are outstanding. The Wealth Transition Services Manager will interact with clients with high net worth and ultra-high net worth and will speak to groups on wealth transition topics.
  • You are able to lead and coordinate large estate/gift/GST tax planning engagements across the firm.
  • You are a multi-tasking master and there is never a deadline you can't meet.
  • You have experience developing business and networking.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.

Compensation: $105,000-$180,000

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws

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Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

What Eide Bailly employees say

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917

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