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Assistant Ria Firm Jobs in Frisco, TX (NOW HIRING)

Tax Manager - Dallas

Dallas, TX · On-site

$109K - $143K/yr

... firm's clients. Take our Values in Action Self-Assessment to see how our values align! Your Role ... Train and mentor tax associates and interns * Assist clients by phone support and attend client ...

Tax Manager - Dallas

Dallas, TX · On-site

$109K - $143K/yr

... firm's clients. Take our Values in Action Self-Assessment to see how our values align! Your Role ... Train and mentor tax associates and interns * Assist clients by phone support and attend client ...

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Tax Manager - Dallas

Dallas, TX

$109K - $143K/yr

... firm's clients. Take our Values in Action Self-Assessment to see how our values align! Your Role ... Train and mentor tax associates and interns * Assist clients by phone support and attend client ...

Actively participate in signing and onboarding new clients to the firm * Lead tax client service ... RIA Checkpoint) * Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Showing results 21-29

Assistant Ria Firm information

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 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 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 cities near Frisco, TX are hiring for Assistant Ria Firm jobs?

Cities near Frisco, TX with the most Assistant Ria Firm job openings:

Infographic showing various Assistant Ria Firm job openings in Frisco, TX as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 22% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.

Tax Analyst - Income Tax (Dallas)

Texas Instruments

Dallas, TX • On-site

Full-time

Re-posted 17 days ago


Texas Instruments rating

8.1

Company rating: 8.1 out of 10

Based on 86 frontline employees who took The Breakroom Quiz

49th of 157 rated electronics manufacturers


Job description

The TI tax department provides an excellent opportunity to gain experience in and exposure to complex tax issues and related responsibilities entailed with working for a multinational publicly traded company.  This position shares responsibility for the federal and state income tax forecast and compliance processes as well as involvement in special projects that may provide cash tax benefits, tax rate benefits and/or improve, tighten and streamline processes.  

Specifically, this role is responsible for the following:

  • Prepare complex federal and state income tax returns
  • Participate in various aspects of domestic income tax compliance, such as tax calculations for fixed assets, stock compensation, and R&D credit, and managing domestic inputs and consolidated return tie-outs in the tax compliance software
  • Assist with the federal and state quarterly estimated payment, extension and provision processes
  • Research tax technical issues and communicate the federal and/or state implications for TI tax compliance in a clear and concise manner
  • Participate in various tax planning activities and assist with special projects 
  • Identify and lead process improvement initiatives that streamline and influence TI-level processes within the tax function 
  • Support efforts to defend US tax filings upon audit by the IRS 
Why TI?
  • Engineer your future. We empower our employees to truly own their career and development. Come collaborate with some of the smartest people in the world to shape the future of electronics.
  • We're different by design. Diverse backgrounds and perspectives are what push innovation forward and what make TI stronger. We value each and every voice, and look forward to hearing yours. Meet the people of TI
  • Benefits that benefit you. We offer competitive pay and benefits designed to help you and your family live your best life. Your well-being is important to us. Please find our country-specific benefits here

About Texas Instruments
Texas Instruments Incorporated (Nasdaq: TXN) is a global semiconductor company that designs, manufactures and sells analog and embedded processing chips for markets such as industrial, automotive, data center, personal electronics and communications equipment. At our core, we have a passion to create a better world by making electronics more affordable through semiconductors. This passion is alive today as each generation of innovation builds upon the last to make our technology more reliable, more affordable and lower power, making it possible for semiconductors to go into electronics everywhere. Learn more at TI.com.

Texas Instruments is an equal opportunity employer and supports a diverse, inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, disability, genetic information, national origin, gender, gender identity and expression, age, sexual orientation, marital status, veteran status, or any other characteristic protected by federal, state, or local laws.

If you are interested in this position, please apply to this requisition.

Minimum requirements:

  • Bachelor's degree in accounting, finance, or related field required (CPA or CPA eligible and/or Master's degree in taxation or accounting a plus)
  • 3+ years of related work experience (experience at a large corporation with multistate presence or at a large public accounting firm a plus)

Preferred requirements:

  • Working knowledge of federal and state tax laws, regulations, and reporting requirements
  • Working knowledge of corporate income tax software solutions
  • Experience with OneSource Income Tax and related suite of products strongly preferred
  • Experience with preparation and e-filing of corporate federal income tax returns 
  • Experience with preparation and e-filing of state corporate tax returns in both separate and combined reporting jurisdictions 
  • Experience with complex reporting jurisdictions such as California and New Hampshire strongly preferred 
  • Strong research skills and working knowledge of tax research tools such as RIA Checkpoint or BNA/Bloomberg
  • Experience with SAP, BPC, Business Objects, Alteryx, and other reporting/data wrangling tools
  • Ability to take initiative and work independently and effectively under pressure and manage deadlines
  • Strong analytical skills, critical thinking and problem-solving abilities
  • Excellent organizational skills and ability to multi-task in a dual-reporting role

Minimum requirements:

  • Bachelor's degree in accounting, finance, or related field required (CPA or CPA eligible and/or Master's degree in taxation or accounting a plus)
  • 2+ years of accounting or tax adjacent work experience including internships (experience at a large corporation with multistate presence or at a large public accounting firm a plus)

Preferred requirements:

  • Academic and/or working knowledge of federal and state tax laws, regulations, and reporting requirements
  • Familiarity with tax software gained through coursework, internships, or work experience
  • Willingness to learn OneSource Income Tax and related suite of products
  • Exposure to corporate federal income tax return preparation through coursework, internships, or work experience
  • Exposure to state corporate tax returns in both separate and combined reporting jurisdictions through coursework, internships, or work experience
  • Academic and/or working knowledge of multistate tax concepts or willingness to learn complex reporting jurisdictions
  • Strong research skills demonstrated through academic projects and familiarity with online research databases 
  • Willingness to learn tax specific research tools such as RIA Checkpoint or BNA/Bloomberg
  • Experience with data analytics tools (Excel or Alteryx) or business software (SAP, BPC, Business Objects) through coursework, internships, or work experience
  • Demonstrated ability to take initiative and work independently and effectively under pressure and manage deadlines
  • Strong analytical skills, critical thinking, and problem-solving abilities
  • Excellent organizational and time management skills and ability to multi-task in a dual-reporting role

What Texas Instruments employees say

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Benefits

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Texas Instruments logo

About Texas Instruments

Sourced by ZipRecruiter

As a global semiconductor company, we design, manufacture, test and sell analog and embedded processing chips to nearly 100,000 customers. Our products enable electronics everywhere and in things you experience every day - from health care, smart homes and connected cars to drones, smart phones and more. Our passion to create a better and more sustainable world by making electronics more affordable through semiconductors drives us to make our technology smaller, more efficient, more reliable and more affordable.

Industry

Semiconductor and electronic component manufacturing

Company size

10,000+ Employees

Headquarters location

Dallas, TX, US

Year founded

1930