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Assistant Ria Firm Jobs in Darien, CT (NOW HIRING)

GXO Logistics

Manager, International Tax

Greenwich, CT · Hybrid

$140K - $177K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

S. tax provision/returns, optimize processes and assist in tax planning projects. What you'll do on ... Experience conducting tax research using RIA, BNA and other published sources It'd be great if you ...

GXO Logistics

Manager, International Tax

Greenwich, CT · On-site

$140K - $177K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

S. tax provision/returns, optimize processes and assist in tax planning projects. What you'll do on ... Experience conducting tax research using RIA, BNA and other published sources It'd be great if you ...

GXO Logistics

Manager, International Tax

Greenwich, CT · On-site

$140K - $177K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

S. tax provision/returns, optimize processes and assist in tax planning projects. What you'll do on ... Experience conducting tax research using RIA, BNA and other published sources It'd be great if you ...

GXO Logistics

Manager, International Tax

Greenwich, CT · On-site

$140K - $177K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

S. tax provision/returns, optimize processes and assist in tax planning projects. What you'll do on ... Experience conducting tax research using RIA, BNA and other published sources It'd be great if you ...

Ceritypartners

Business Development Associate

New York, NY · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

CAPZONE MANAGEMENT, LLC

Associate Attorney

Norwalk, CT · Hybrid

$124K - $125K/yr

  • Medical

  • PTO

... firm's RIA. * Monitor evolving laws and regulations relevant to the company's operations and advise on compliance strategies. * Assist in developing internal policies and procedures. Commercial ...

Omers

Director, Legal and Compliance

New York, NY · On-site

  • Retirement

Monitor and assist in assessing and implementing new and emerging regulatory and legal requirements ... RIA compliance program. * Experience at an asset/investment management organization preferred ...

Simon Quick Advisors

Associate

New York, NY · On-site

... employee-owned RIA that offers holistic financial planning solutions for affluent families ... Monitor and document client activity to ensure alignment with firm policies, fiduciary obligations ...

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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 skills and qualifications are needed to thrive as an assistant at an RIA firm?

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 common challenges faced by an assistant at an 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 is an assistant at an RIA firm?

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 job categories do people searching Assistant Ria Firm jobs in Darien, CT look for?

The top searched job categories for Assistant Ria Firm jobs in Darien, CT are:

What cities near Darien, CT are hiring for Assistant Ria Firm jobs?

Cities near Darien, CT with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you
Infographic showing various Assistant Ria Firm job openings in Darien, CT as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 24% Part Time, 1% Temporary, and 5% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Manager, International Tax

GXO Logistics

Greenwich, CT • Hybrid

$140K - $177K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 16 days ago

GXO Logistics rating

7.1

Company rating: 7.1 out of 10

Based on 240 frontline employees who took The Breakroom Quiz

205th of 364 rated logistics

Job description

Logistics done differently.

At GXO, we are redefining the future of supply chain logistics. As the largest pure-play contract logistics provider in the world, we partner with the most respected global brands to deliver agile, technology-driven solutions that power commerce and accelerate growth.

Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work. Together, we build a safer, healthier GXO - moving logistics forward while caring for what matters most: Our people.

Pay, benefits and more.

We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.

This role will be hybrid in Charlotte, NC (near Ballantyne) 

 

As the Manager, International Tax, you will work collaboratively with the Business and Finance teams throughout the year to ensure tax consequences of all transactions are well understood and that the related tax reporting is completed in an optimal manner. You will prepare/review the international component of the U.S. tax provision/returns, optimize processes and assist in tax planning projects.

 

What you'll do on a typical day:

  • Review quarterly and year-end provisions; prepare and/or review GILTI, BEAT and FDII calculations according to new tax legislations; prepare and assist with the international aspects of the U.S. generally accepted accounting principles (GAAP) worldwide income tax provision
  • Prepare/Review the international component of the U.S. tax return preparations (Forms 1118, 5471, 8858, 8865, 8975, 8991, 8992, 8993, 5713 and FinCEN), ensuring compliance with applicable federal regulations
  • Work collaboratively and proactively with other GXO tax teams including SALT, European, indirect, planning and global tax provision
  • Communicate with business unit controllers on estimated cash tax payments
  • Optimize tax processes, including development and implementation of procedural changes and/or enhancement of existing processes to improve the tax function, including through automation
  • Assist in specific process improvement initiatives, including the creation of tools and enablers, briefing and reference materials and coordinating the roll out of such projects

 

What you need to succeed at GXO:

At a minimum, you'll need:

  • Bachelor's degree or equivalent related work or military experience
  • 5 years of professional experience in a publicly traded corporate income tax department or in the tax department of a large public accounting firm
  • Proficiency with Microsoft Office (Excel, Word and PowerPoint) and CorpTax software
  • Experience conducting tax research using RIA, BNA and other published sources

It'd be great if you also have:

  • Master's Degree in Taxation
  • CPA certification
  • Tax planning experience
  • 3 years of experience managing a professional staff

We engineer faster, smarter, leaner supply chains.

We are proud to be an Equal Opportunity employer including Disabled/Veterans. 

GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.

All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test. 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.

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What GXO Logistics employees say

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About GXO Logistics

Sourced by ZipRecruiter

GXO Logistics, located in Greenwich, CT, US, is a global leader in the logistics industry. Specializing in innovative supply chain management, it operates across various sectors including e-commerce, food and beverage, technology, and retail. The company has cemented a notable reputation for providing top-notch outsourcing solutions that equip businesses to respond to market changes quickly and efficiently. Originally part of XPO Logistics, GXO, officially separated and spun off as a unique corporation in 2021, taking with it decades of expertise and a robust client roster. Their mission is to propel businesses forward with cutting-edge logistics and transportation solutions while adhering to their core values of safety always, customer-centric, and inclusive.

Industry

Transportation and warehousing

Company size

10,000+ Employees

Headquarters location

Greenwich, CT, US

Year founded

2021

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