Remote Private Client Manager Jobs
Remote private client manager jobs are in active demand across the U.S., with remote-first firms and distributed wealth management, insurance, and financial services teams hiring for the role regularly. Employers currently listing remote openings include ATR, Aon, and EY. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 14+ Remote Private Client Manager jobs
Job description
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Financial Services Organization Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
The opportunity
EY is currently seeking experienced seasonal tax professionals for our tax season. You’ll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
Your key responsibilities
As a seasonal tax manager your main priority includes reviewing complex individual tax returns for our Private Tax clients. In this role you'll be able to work remotely from within the United States.
Skills and attributes for success
- A strategic eye toward prioritizing when working on multiple complex projects
- Experience performing high quality review of complex tax returns
- Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns– 1040, 1041, 706, 709
- Comfort with working remotely in a virtual team environment including working with an offshore shared services center
To qualify for the role you must have
- Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership
- A bachelor's degree in Accounting, Finance, Business, or a related discipline
- A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services
- Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
Ideally, you'll also have
- A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
What we look for
We’re interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We’re looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
- The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Job description
Location: Anywhere in Country
At EY, we’re all in to shape your future with confidence.
We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
Financial Services Organization Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you’ll make an impact on some of the most technically demanding tax planning and compliance projects around. You’ll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
The opportunity
EY is currently seeking experienced seasonal tax professionals for our tax season. You’ll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
Your key responsibilities
As a seasonal tax manager your main priority includes reviewing complex individual tax returns for our Private Tax clients. In this role you'll be able to work remotely from within the United States.
Skills and attributes for success
- A strategic eye toward prioritizing when working on multiple complex projects
- Experience performing high quality review of complex tax returns
- Knowledge/experience in handling Individual, Gift, Trust, and Estate Tax Returns– 1040, 1041, 706, 709
- Comfort with working remotely in a virtual team environment including working with an offshore shared services center
To qualify for the role you must have
- Valid US Certified Public Accountant (CPA) license or Enrolled Agent (EA) or active state bar membership
- A bachelor's degree in Accounting, Finance, Business, or a related discipline
- A minimum of 5 years of relevant experience in tax compliance for private client individuals in financial services
- Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
Ideally, you'll also have
- A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
What we look for
We’re interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We’re looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
- The salary range for this job in all geographic locations in the US is $90/hr to $120/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
See All 14 Remote Private Client Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsRemote Private Client Manager Job Market
Who's Hiring
Top Industries Hiring
- Technology & Software
- Transportation & Logistics
What Employers Look For
The qualifications that appear most often in remote private client manager jobs.
- Five or more years of experience managing high-net-worth or private banking client relationships
- Active Series 65 or Series 66 securities license or equivalent registration
- Demonstrated ability to grow and retain a book of business
- CFP, CIMA, or similar financial planning designation preferred
- Bachelor's degree in finance, business, economics, or a related field
- Proficiency with CRM platforms and wealth management reporting tools
Tips for Your Remote Private Client Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote private client manager openings from across the U.S. in one place. Search the current roles, find the ones that match your experience level and sector, and apply directly without chasing multiple sources.
Show your async client communication style
Remote private client manager hiring managers want proof you can build relationships through email, video calls, and written updates. Include a line in your resume or cover letter describing how you've maintained client relationships without in-person contact and what tools you used.
Highlight your independent book management
Remote roles assume you'll manage your client portfolio without daily oversight. Quantify your book size, retention rate, or client satisfaction outcomes in your application materials so remote employers can see you operate independently with real results.
Prepare for remote-specific interview questions
Remote private client manager interviews commonly include questions about how you structure your day without office accountability, how you handle a client concern over video versus in person, and which tools you use to track client activity and follow-ups.
Remote Private Client Manager Jobs: Frequently Asked Questions
How do I get a remote private client manager job?
Target companies that already operate distributed client service teams, such as remote-first wealth management platforms, online insurance brokerages, and digital financial advisory firms. Remote employers screen hard for self-direction, clear written communication, and the ability to build trust with clients over video and email rather than in person. A demonstrated history of managing client relationships and retaining a book of business without in-office support is what moves candidates to the top of the list.
Which companies hire remote private client managers?
Employers currently hiring remote private client managers include ATR, Aon, and EY, per current remote listings on Migrate Mate as of November 2026. Remote-first financial services firms, distributed insurance carriers, and digital wealth management platforms account for the largest share of these openings.
Can you get a remote private client manager job with no experience?
Yes, but remote entry-level private client manager roles are harder to land because you're expected to work independently from day one with no in-office coaching. Some remote-first financial services companies and digital insurance platforms do hire junior client managers. Showing strong written communication skills, completed certifications like a Series 65 or similar, and any client-facing work in a previous role, even outside finance, opens the door.
Do you need a degree for remote private client manager jobs?
Not always. Remote employers in this role weigh demonstrated client relationship skills, relevant certifications, and a verifiable record of managing accounts or books of business heavily alongside or instead of a degree. Financial services licenses and industry credentials often carry more weight than the degree itself, particularly at remote-first firms focused on results over credentials.
Which industries hire the most remote private client managers?
Most remote private client manager openings sit in Technology & Software and Transportation & Logistics, per current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed client service teams that can manage relationships and deliver advice without a physical branch or office presence.
See All 14 Remote Private Client Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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