Remote Trust Manager Jobs
Remote trust manager jobs are open across the U.S. at remote-first financial services firms, distributed wealth management teams, and digital-native trust companies. Employers hiring remotely right now include Northwest Trustee & Management Services, CohnReznick, and Vanta. See the openings below and apply to the ones that match your experience.
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Showing 5 of 18+ Remote Trust Manager jobs
What's the role?
Estate, GiftTrust Tax Managers are a key part of the business tax team responsible for managing client relationships while providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. This includes:
- Preparing and reviewing estate, gift, and fiduciary income tax returns.
- Advising individuals, families, and business owners on wealth transfer strategies.
- Assisting with trust administration and tax compliance requirements.
- Collaborating with attorneys, financial advisors, and client service professionals.
- Building new and strengthening existing client relationships while understanding long-term family and business goals.
- Communicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.
What experience and skills do I need to be successful?
- 5+ years in a similar role within a public accounting firm.
- Bachelor's Degree in Accounting highly desired or equivalent work experience.
- CPA certification highly desired or ability to attain.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
- Onsite, hybrid, or remote work arrangements.
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401k employer matching program to save for retirement.
- Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
- Bonuses for helping with business development leads.
- Incredible potential for upward mobility and career growth.
What will my schedule look like?
At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!
So how can I be considered for these opportunities?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPAs openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
What's the role?
Estate, GiftTrust Tax Managers are a key part of the business tax team responsible for managing client relationships while providing specialized planning and compliance services related to wealth transfer and fiduciary taxation. This includes:
- Preparing and reviewing estate, gift, and fiduciary income tax returns.
- Advising individuals, families, and business owners on wealth transfer strategies.
- Assisting with trust administration and tax compliance requirements.
- Collaborating with attorneys, financial advisors, and client service professionals.
- Building new and strengthening existing client relationships while understanding long-term family and business goals.
- Communicating and meeting with clients as requested; providing recommendations to assist clients with estate and trust planning opportunities.
What experience and skills do I need to be successful?
- 5+ years in a similar role within a public accounting firm.
- Bachelor's Degree in Accounting highly desired or equivalent work experience.
- CPA certification highly desired or ability to attain.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
- Onsite, hybrid, or remote work arrangements.
- Competitive medical, dental, and vision insurance plans.
- FSA/HSA account options.
- Paid Time Off (PTO).
- 401k employer matching program to save for retirement.
- Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
- Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
- Bonuses for helping with business development leads.
- Incredible potential for upward mobility and career growth.
What will my schedule look like?
At MBE, you'll enjoy the challenge of meeting deadlines during tax season with up to 50-60 hours weeks and the remainder of the year work 30-40 hour weeks flexing the typical Monday-Friday 8a-5p schedule around any personal passions or family time. We also welcome part time and seasonal team members!
So how can I be considered for these opportunities?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE accounting team.
What else are you hiring for?
See all MBE CPAs openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote trust manager jobs.
- Three to five years of trust administration or fiduciary services experience
- Certified Trust and Fiduciary Advisor (CTFA) designation preferred or required
- Working knowledge of federal and state trust law and probate procedures
- Experience with trust accounting software such as SEI, Sungard, or FiServ
- Bachelor's degree in finance, accounting, law, or a related field
- Strong client relationship management and written communication skills
Tips for Your Remote Trust Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote trust manager openings from across the U.S. in one place, so you can find roles that match your fiduciary background and apply directly without sorting through unrelated postings.
Demonstrate async communication in your application
Remote trust managers handle sensitive fiduciary updates, beneficiary correspondence, and compliance documentation almost entirely in writing. Use your cover letter and any writing samples to show you can communicate complex trust matters clearly without a face-to-face conversation.
Signal remote readiness through your resume
Name the platforms you've used for digital document management, secure client portals, or trust administration software. Remote employers look for candidates who already operate in distributed workflows, not ones who need to be trained on remote basics.
Prepare for async and video interview formats
Many remote trust companies use recorded video screenings before live interviews. Practice explaining fiduciary decisions and trust processes clearly on camera, without a whiteboard or in-room back-and-forth to lean on.
Remote Trust Manager Jobs: Frequently Asked Questions
How do I get a remote trust manager job?
Target remote-first financial services firms, digital trust companies, and distributed wealth management teams that have already built the infrastructure for remote trust administration. Remote employers screen heavily for self-direction, precise written communication, and demonstrated ability to manage fiduciary tasks without in-office oversight. Candidates who show experience with document management platforms, digital client communication, and independent deadline management stand out in remote hiring.
Which companies hire remote trust managers?
Employers currently hiring remote trust managers include Northwest Trustee & Management Services, CohnReznick, and Vanta, per current remote listings on Migrate Mate as of November 2026. The roles concentrate at remote-first trust companies, distributed wealth management and financial planning firms, and corporate trustees operating across multiple states without a central office requirement.
Can you get a remote trust manager job with no experience?
Yes, but remote entry-level trust manager roles are harder to land because employers expect you to work independently from day one with minimal in-person guidance. Remote-first trust companies and digital wealth platforms are the most likely to hire earlier-career candidates. Showing proficiency with trust administration software, strong written communication samples, and any hands-on exposure to estates or fiduciary processes can open those doors.
Do you need a degree for remote trust manager jobs?
Not always. Many remote employers value demonstrated trust administration experience, fiduciary knowledge, and results over a specific degree. Credentials like a Certified Trust and Fiduciary Advisor designation or hands-on experience managing trust accounts often carry as much weight as a formal degree, particularly at remote-first firms evaluating candidates on output rather than academic background.
See All 18 Remote Trust Manager Jobs
Find roles that match your experience and apply in just a few clicks.
Find Remote Trust Manager Jobs