ZipRecruiter

Log In

1

Assistant Ria Firm Jobs in Phoenix, AZ (NOW HIRING)

twenty80.io

Senior Tax Analyst

Phoenix, AZ · Hybrid

$85K - $115K/yr

... * Assist in maintaining and supporting tax department systems and databases * Implement and support ... Experience with tax research tools such as BNA, RIA, CCH, or similar platforms * Proficiency with ...

RSM

Tax Senior Manager - Partnerships

Phoenix, AZ · On-site

... * Assist with new business development, extended service, and tax issue recognition for existing ... Reviewing research findings and ensure conclusions are consistent with firm policies and ...

Sequoia Financial Group Llc

Wealth Planner

Phoenix, AZ · On-site

$49K - $67K/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 ...

previous page

Showing results 21-27

All JobsRia Firm JobsAssistant Ria Firm JobsAssistant Ria Firm Jobs in Phoenix, AZ

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 are the most commonly searched types of Ria Firm jobs in Phoenix, AZ?

The most popular types of Ria Firm jobs in Phoenix, AZ are:

What are popular job titles related to Assistant Ria Firm jobs in Phoenix, AZ?

For Assistant Ria Firm jobs in Phoenix, AZ, the most frequently searched job titles are:

What job categories do people searching Assistant Ria Firm jobs in Phoenix, AZ look for?

The top searched job categories for Assistant Ria Firm jobs in Phoenix, AZ are:

What cities near Phoenix, AZ are hiring for Assistant Ria Firm jobs?

Cities near Phoenix, AZ with the most Assistant Ria Firm job openings:

Assistant Ria Firm jobs near you

Senior Tax Analyst

Phoenix, AZ • Hybrid

twenty80.io
See more jobs at twenty80.ioexternal

$85K - $115K/yr

Full-time

Re-posted 22 hours ago

Job description

Role Summary

Our client, a global Fortune 500 organization, is seeking a Senior Tax Analyst to join its corporate tax team. This role will focus primarily on supporting the preparation of U.S. federal income tax returns and collaborating on tax compliance, reporting, and process improvement initiatives. The position offers a highly flexible hybrid schedule and exposure to a large-scale corporate tax environment.

Candidates with experience from Big 4 firms, large national public accounting firms, or sizable corporate tax departments are strongly preferred. Backgrounds exclusively in small firms or companies are not aligned with this role.

Key Responsibilities
  • Compile data and prepare the company’s consolidated U.S. federal corporate income tax return using tax software applications
  • Prepare additional U.S. federal tax filings for entities outside the consolidated group
  • Support tax technical research and contribute to tax technology and process improvement initiatives
  • Assist in maintaining and supporting tax department systems and databases
  • Implement and support SOX controls related to the tax return preparation process
  • Reconcile federal tax return data to amounts reported in publicly filed financial statements
  • Support IRS audit documentation and compliance requirements
  • Perform additional tax and accounting-related duties as assigned
Required Qualifications
  • Bachelor’s degree in Accounting, Finance, or a related field
  • One of the following experience paths:
    • 4+ years of experience in tax and/or accounting, or
    • 2+ years of experience at a Big 4 public accounting firm
  • Strong knowledge of U.S. corporate income tax rules and regulations, including consolidated return concepts
  • Experience with tax research tools such as BNA, RIA, CCH, or similar platforms
  • Proficiency with Microsoft Office tools (Excel, Word, PowerPoint, Teams, Outlook) and document management platforms (e.g., SharePoint, OneDrive)
Preferred Qualifications
  • Master’s degree in Accounting, Taxation, or related field
  • CPA designation (active or in progress)
  • Experience with enterprise and tax technology tools such as SAP, OneStream, Corptax, Alteryx, Business Objects, Power Query, and Power BI
Compensation & Work Model
  • Salary range of $85,000 to $115,000, depending on experience
  • Highly flexible hybrid schedule with approximately one in-office day per week
  • Opportunity to work within a large, sophisticated corporate tax environment