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Assistant Ria Firm Jobs in Colorado (NOW HIRING)

... firm's performance management process. * Demonstrate technical competence in financial planning and with investments * Assist in development of transition plans for current partners' RIA clients

... firm's performance management process. * Demonstrate technical competence in financial planning and with investments * Assist in development of transition plans for current partners' RIA clients

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ... * Assist with underwriting new investment ideas by analyzing firm background, investment strategy ...

New

... firm.This role will support the regional Business Development Officers (BDOs) by serving as an in ... Manage reporting and outreach on stale or hard to reach opportunities. * Assist in collecting and ...

Wealth Management Associate

Denver, CO · On-site

$60K - $70K/yr

... investment advisory firm (RIA) based in Chicago. We are committed to building meaningful ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Faegre Drinker is a firm designed for clients and designed for you. We understand that our people ... Track and monitor outstanding regulatory and compliance items. * Assist with fund subscription ...

Wealth Advisor

Denver, CO · On-site

$110K - $150K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Our firm recently acquired Eide Bailly Wealth, the wealth management practice previously operated ...

Wealth Planner

Denver, CO · On-site

$55K - $75K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... This specialization will drive firm wide philosophy related to the area of expertise and be ...

Minimum of 6 (six) years of work experience in income taxation with an accounting firm and/or large ... RIA, Alteryx, etc.) Estimated Base Pay Range: $ 105,000 - $146,300 USD/annually #LI-CC1 #LI-hybrid ...

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Assistant Ria Firm information

What is the difference between Assistant Ria Firm vs Financial Advisor Assistant?

AspectAssistant Ria FirmFinancial Advisor Assistant
CredentialsTypically requires a FINRA Series 7 or 66 license, relevant financial certificationsOften requires similar licenses, with emphasis on client service and administrative skills
Work EnvironmentLocated within RIA firms, supporting financial advisors in investment managementWorks in financial advisory firms, assisting advisors with client interactions and administrative tasks
Industry UsageCommonly used in registered investment advisory firmsWidely used across financial planning and advisory firms

Both roles support financial professionals, often requiring similar licenses and working in similar environments. The main difference lies in the specific firm type—RIA firms versus broader financial advisory firms—though the responsibilities and credentials overlap significantly.

What are the key skills and qualifications needed to thrive as an Assistant at an RIA (Registered Investment Advisor) firm, and why are they important?

To thrive as an Assistant at an RIA firm, you need strong organizational skills, attention to detail, and a foundational understanding of financial services, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and compliance platforms is typically required, and certifications like the Series 65 can be advantageous. Excellent communication, discretion, and client service orientation help you stand out in this client-facing, confidential environment. These skills and qualities ensure accurate administrative support, regulatory compliance, and a positive client experience, all of which are vital for a successful advisory practice.

What are some common challenges faced by an Assistant at a Registered Investment Advisor (RIA) firm, and how can they be addressed?

Assistants at RIA firms often manage multiple tasks simultaneously, from client communications to scheduling and document processing, which can make prioritization a challenge. Staying organized and proactive in communication is key to handling urgent requests and supporting advisors efficiently. Additionally, assistants must become familiar with industry regulations and firm-specific processes to ensure compliance and accuracy in client interactions. Building strong relationships with both the advisory team and clients helps facilitate smooth operations and contributes to a positive work environment.

What are Assistant RIA Firm roles?

Assistant RIA Firm roles typically involve providing administrative and operational support within a Registered Investment Advisor (RIA) firm. Responsibilities can include assisting financial advisors with client communications, preparing reports, managing schedules, processing paperwork, and maintaining compliance records. These assistants help ensure that the firm runs smoothly, allowing advisors to focus on client service and investment management. Strong organizational skills, attention to detail, and knowledge of financial industry regulations are valuable for success in this role.
What are the most commonly searched types of Ria Firm jobs in Colorado? The most popular types of Ria Firm jobs in Colorado are:
What are popular job titles related to Assistant Ria Firm jobs in Colorado? For Assistant Ria Firm jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Assistant Ria Firm jobs in Colorado look for? The top searched job categories for Assistant Ria Firm jobs in Colorado are:
What cities in Colorado are hiring for Assistant Ria Firm jobs? Cities in Colorado with the most Assistant Ria Firm job openings:
Infographic showing various Assistant Ria Firm job openings in Colorado as of June 2026, with employment types broken down into 62% Full Time, and 38% Part Time. Highlights an 100% In-person job distribution.
M&A Tax Manager - National Tax Office (JD Required)

M&A Tax Manager - National Tax Office (JD Required)

Eisneramper Llp

Denver, CO • Remote

$110K - $170K/yr

Full-time

Posted 10 days ago


EisnerAmper rating

9.6

Company rating: 9.6 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

1st of 17 rated bookkeepers and accountants


Job description

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.

EisnerAmper is seeking a Manager to join our National Tax Office with a focus on M&A Transaction work. We are seeking someone who thrives in a growing environment, while providing clients with exceptional services. This individual will receive training and mentorship, along with opportunities for advancement and growth.

What it Means to Work for EisnerAmper:
  • You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

  • You will have the flexibility to manage your days in support of our commitment to work/life balance

  • You will join a culture that has received multiple top "Places to Work" awards

  • We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions

  • We understand that embracing our differences is what unites us as a team and strengthens our foundation

  • Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work


Work you'll be responsible for:
  • Responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters

  • Assist with M&A tax structuring and internal restructuring

  • Draft emails and memos

  • Draft Firm-wide alerts on current developments in federal income tax

  • Assist with Firm-wide trainings in federal income tax

  • Assist with Federal domestic tax due diligence in connection with M&A transactions


Basic Qualifications:
  • 4 + years of progressive federal income tax consulting experience (large law firm, large accounting firm, or IRS preferred)

  • J.D. and Tax LL.M.

Preferred Qualifications:
  • Experience working with partnerships, S corporations, and/or C corporations

  • Strong analytical and writing skills

  • Strong proficiency with tax research databases (such as Bloomberg BNA and RIA Checkpoint)


EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law.

About Our Tax Team:
As the largest service line within the firm, EisnerAmper's Tax Group does not only provide trusted and innovative tax solutions to its clients, but it creates new opportunities for employees to grow, both personally and professionally. With a range of specialties based on location and industry, employees have the flexibility to focus on the work they want to do and the autonomy to shape their careers in a fulfilling way.

A hybrid between a general tax practice and a hyper-specialized firm, our culture is based on collaboration, innovation, and transparency. For us, success is defined by working together, sometimes across specialties, to provide the best tax solutions to meet our clients' unique needs.

Tax regulations and procedures are always changing, and so are we. All EisnerAmper tax employees are empowered to challenge the status quo by thinking outside the box and bringing new ideas to the table. Because when we can identify creative ways to reduce filing turnarounds or streamline compliance work, we're able spend more time conducting impactful business advisory services for our clients.

About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.

Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com .

#LI-Remote

#LI-TJ1

For Minnesota and Illinois, the expected salary range for this position is between $110,000 and $170,000. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Preferred Location:
New York

EisnerAmper logo

About EisnerAmper

Sourced by ZipRecruiter

EisnerAmper is one of the largest accounting, tax and business advisory firms in the U.S., with more than 3,000 employees and over 300 partners across the country. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients.

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

New York, NY, US

Year founded

1963

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