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Virtual Financial Advisor Jobs in Mitchell, SD (NOW HIRING)

Tax Manager

Mitchell, SD · Hybrid

$112K - $147K/yr

... finance) to support integrated client service and to advise on tax implications of business ... Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified ...

Virtual Financial Advisor information

See Mitchell, SD salary details

$36.4K

$103.2K

$145.5K

How much do virtual financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for virtual financial advisor in Mitchell, SD is $103,166.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $132,300.00 per year, depending on experience, location, and employer.

What is a virtual financial advisor?

A Virtual Financial Advisor is a finance professional who provides financial planning, investment advice, and related services to clients remotely, typically through phone calls, video conferencing, and online platforms. They help clients set and achieve financial goals, manage investments, and plan for retirement or other major life events, all without the need for in-person meetings. This modern approach offers clients flexibility, convenience, and access to a wider range of advisors regardless of geographical location.

What does a virtual financial advisor do?

A virtual financial advisor helps clients choose investments and develop short- and long-term financial planning strategies. In this role, you typically do not meet your clients in person; you communicate with clients through phone calls, emails, video conferences, and chat applications. The job duties of a financial advisor include assessing your clients' current financial condition by reviewing their assets, investments, and other financial decisions they have made, such as retirement plans and life insurance policies. Once you have evaluated their finances, you determine an investment and budgeting plan to meet your client's financial goals. The plan may include a regular savings deposit to increase their emergency funds, opening college accounts for children, or investing in retirement plans.

What are the key skills and qualifications needed to thrive as a virtual financial advisor?

To thrive as a Virtual Financial Advisor, you need strong financial planning knowledge, analytical abilities, and typically a bachelor’s degree in finance or a related field, along with relevant certifications such as CFP or CFA. Familiarity with digital financial planning platforms, CRM systems, and secure communication tools is essential. Excellent communication, trust-building, and self-motivation are critical soft skills for engaging and retaining clients remotely. These competencies are vital for delivering effective financial advice, maintaining regulatory compliance, and fostering client relationships in a digital environment.

How does a virtual financial advisor typically build and maintain client relationships in a remote environment?

As a Virtual Financial Advisor, building strong client relationships relies heavily on effective communication through digital channels, such as video calls, emails, and secure messaging platforms. Advisors must be proactive in scheduling regular check-ins, providing timely updates, and using technology to personalize the client experience. Trust and rapport are established by being responsive, transparent, and offering tailored financial advice, even without in-person meetings. Leveraging digital tools for portfolio management and financial planning also helps advisors stay organized and accessible, fostering long-term client loyalty.

What is the difference between Virtual Financial Advisor vs Financial Planner?

AspectVirtual Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or similar certifications often requiredCFP, CFA, or similar certifications often required
Work EnvironmentRemote/online platformIn-person or remote consultations
Employer & Industry UsageFinancial services firms, online platformsIndependent or firm-based financial services
Search & Comparison IntentComparing online advisory servicesComparing traditional financial planning services

Virtual Financial Advisors primarily operate remotely, providing online financial advice, often through digital platforms. Financial Planners may work in person or remotely, offering comprehensive financial planning. Both roles require similar certifications and serve clients in the financial industry, but their work environments and service delivery methods differ.

What job categories do people searching Virtual Financial Advisor jobs in Mitchell, SD look for?

The top searched job categories for Virtual Financial Advisor jobs in Mitchell, SD are:

Infographic showing various Virtual Financial Advisor job openings in Mitchell, SD as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $103,166 per year, or $49.6 per hour.

Tax Manager

Everforth, Cybercoders

Mitchell, SD • Hybrid

$112K - $147K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 28 days ago


Job description

Tax Manager

Position Overview
We are seeking an experienced Tax Manager to lead our tax compliance and planning efforts for individuals, partnerships, corporations and fiduciary entities. The Tax Manager will oversee preparation and review of federal and state tax returns (including 1040, 1120, 1065 and 1041), manage a team of tax professionals, ensure compliance with evolving tax laws, and provide strategic tax advice to clients or internal stakeholders. The ideal candidate will be a CPA with strong technical knowledge of taxation, proven management experience, and handson experience with tax return software such as Thomson Reuters UltraTax.
Key Responsibilities

  • Manage the preparation, review and timely filing of federal, state and local tax returns for individuals (1040), corporations (1120 and S corporations), partnerships (1065) and trusts/estates (1041).
  • Provide technical tax research and planning support on complex issues, ensuring compliance with current tax laws and identifying opportunities to minimize client tax liabilities.
  • Supervise, mentor and develop a team of tax professionals: assign work, review deliverables, conduct performance evaluations and facilitate training.
  • Oversee quality control processes, ensuring accuracy and consistency across all tax filings and deliverables.
  • Coordinate and communicate with clients or internal stakeholders to gather information, explain tax positions and deliver proactive tax planning recommendations.
  • Manage tax projections, estimated tax payments, extensions and tax notices; lead responses to audits and inquiries when necessary.
  • Use and maintain tax software systems (e.g., Thomson Reuters UltraTax) and tax research tools to streamline workflows and ensure efficient return production.
  • Collaborate with other departments (audit, advisory, payroll, finance) to support integrated client service and to advise on tax implications of business transactions.
  • Stay current on federal, state and local tax developments and provide timely guidance and training to the team and clients.
  • Contribute to business development efforts by identifying value-added services, participating in client meetings and supporting proposals and presentations.

Qualifications

  • Certified Public Accountant (CPA) license required.
  • 5+ years of progressive tax experience with recent experience as a Tax Manager or senior tax professional leading teams.
  • Deep technical knowledge of taxation for individuals, partnerships (1065), corporations (1120), S corporations and fiduciary returns (1041).
  • Proven experience preparing, reviewing and signing tax returns including 1040, 1120, 1065 and 1041.
  • Hands-on experience with tax return software and research platforms, particularly Thomson Reuters UltraTax (UltaTax) and related tools.
  • Strong tax research and writing skills, with the ability to interpret complex tax rules and communicate clear recommendations.
  • Demonstrated leadership and people-management skills, including training, delegation and performance management.
  • Excellent client-facing skills, with the ability to explain tax concepts to nontechnical stakeholders and build trusted advising relationships.
  • High attention to detail, strong organizational skills and the ability to manage multiple deadlines in a fast-paced environment.
  • Bachelors degree in Accounting, Finance or related field; Master of Taxation or similar advanced degree is a plus.
  • Experience working with individual tax returns and high-net-worth clients, plus exposure to business tax planning and compliance for partnerships, corporations and S corps.

Benefits

  • Health
  • Dental
  • Vision
  • Generous bonus
  • Professional growth and development initiatives
  • 401k with up to 5% match
  • Generous employer contributions to health insurance
  • 10 paid holidays, Summer Fridays off and 13 extra PTO days in summer
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/04/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$100000 - $150000 USD per year

CyberCoders logo

About CyberCoders

Sourced by ZipRecruiter

CyberCoders is a cutting-edge recruiting firm headquartered in Irvine, CA, US. The company operates within the technology industry, specializing in connecting talented professionals with suitable positions across a variety of sectors. Offering a broad spectrum of services, CyberCoders uses innovative, data-driven strategies and a proprietary matching technology to pair candidates with suitable job openings. Since its inception in 1999, CyberCoders has distinguished itself as an industry trailblazer. The company's mission is to deliver effective talent solutions, thus enabling both businesses and workers to achieve their goals.

Industry

Technology, communication and media

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

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