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Director Ria Jobs in California (NOW HIRING)

Altruist

Relationship Manager

Los Angeles, CA · Remote

You'll combine deep RIA industry knowledge, consultative relationship skills, and disciplined ... Marketplace, Direct Indexing, HYC, Tax Loss Harvesting, ALTS, Margin) * Identify atrisk ...

Jobtailor

Tax Director - Commercial Tax

Los Angeles, CA · On-site

$180 - $260/hr

Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office Hard Skills * Tax Compliance * Tax Planning * Analytical Skills * Project ...

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Director Ria information

Is $100,000 enough to work with a financial advisor?

For a Director Ria or similar financial professionals, a $100,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the amount needed varies based on the services required and the advisor's policies.

How many financial advisors make $500,000 a year?

In the financial advisory profession, a small percentage of top-performing financial advisors earn $500,000 or more annually, often due to high client assets, extensive experience, and advanced certifications like the CFP or CFA. Achieving this level typically requires managing a large client portfolio, strong sales skills, and a high level of industry experience.

What is a Director Ria?

A Director Ria is typically a high-level executive responsible for overseeing a specific department, program, or business unit within an organization named Ria, such as Ria Money Transfer. The role involves strategic planning, managing teams, ensuring compliance with regulations, and driving business growth. Directors at this level are also responsible for setting goals, monitoring performance, and collaborating with other senior leaders to achieve organizational objectives. Their work often requires extensive experience in management, leadership, and the industry relevant to their organization.

What are the key skills and qualifications needed to thrive as a Director at Ria, and why are they important?

To thrive as a Director at Ria, you generally need strong leadership abilities, strategic planning experience, and a solid background in financial services or money transfer operations, often supported by a relevant degree. Familiarity with compliance systems, financial reporting tools, and customer relationship management (CRM) platforms is typically required. Exceptional communication, problem-solving, and cross-cultural collaboration skills help a Director stand out in this international setting. These qualifications and skills are vital to drive business growth, ensure regulatory compliance, and effectively lead diverse teams in the fast-paced remittance industry.

What are some common challenges faced by a Director in a Remittance and International Affairs (RIA) role, and how can they be addressed?

A Director in Remittance and International Affairs often faces challenges such as navigating complex regulatory environments across multiple countries, ensuring compliance with anti-money laundering (AML) laws, and adapting to rapidly evolving financial technologies. Building strong relationships with global partners and maintaining up-to-date knowledge of local and international regulations are essential for success. Effective Directors foster a culture of compliance, encourage open communication within their teams, and leverage technology to streamline operations and enhance security.

How much does the average RIA make?

The average Registered Investment Advisor (RIA) earns between $100,000 and $200,000 annually, depending on experience, client base, and firm size. Senior RIAs or those managing larger portfolios can earn significantly more, especially with additional certifications like the CFP or CFA. Compensation often includes base salary, bonuses, and profit sharing, and many RIAs work in a client-facing environment requiring strong financial and interpersonal skills.

Is $200,000 enough to work with a financial advisor?

For a Director Ria or similar financial professionals, a $200,000 investment can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors charge a percentage of assets under management or flat fees, so the amount needed varies based on the services required and the advisor's policies.
What are the most commonly searched types of Ria jobs in California? The most popular types of Ria jobs in California are:
What are popular job titles related to Director Ria jobs in California? For Director Ria jobs in California, the most frequently searched job titles are:
What job categories do people searching Director Ria jobs in California look for? The top searched job categories for Director Ria jobs in California are:
What cities in California are hiring for Director Ria jobs? Cities in California with the most Director Ria job openings:
Director Ria jobs near you
Tax Director - Commercial Tax (50320)

Tax Director - Commercial Tax (50320)

Citrin Cooperman

Los Angeles, CA • On-site

$120K - $240K/yr

Full-time

Posted 13 days ago

Job description

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We're continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are seeking a Commercial Tax Services Director to join our Tax Department in Los Angeles, CA. This is a hybrid position based in Woodland Hills, CA, or the West LA location. As a Tax Director, you will be responsible for:
  • Review of tax returns, tax workpapers and tax projections.
  • Possess strong technical skills in partnerships, C-corporations, and S-corporations (knowledge in individual taxation a plus).
  • Provide effective consulting, planning, and compliance for your clients.
  • Research and document tax issues and identify planning opportunities.
  • Oversee and manage the day-to-day needs of your clients and tax return process including identification and resolution of tax issues.
  • Actively develop new business and expand services to existing clients work, acting as a trusted advisor of providing quality work, open and proactive communication, and effective tax strategies.
  • Participate in industry or service line-related organizations and their events.
  • Maintain strong relationships with a highly proactive approach to serving clients.
  • Coordinates with partner to ensure timeliness and effective. communication for proper planning of project.
  • Coaching, mentoring, and training staff.
  • Maintaining knowledge of new tax issues and general business trends that affect the client.

  • Bachelor's degree in Accounting required, Master's in taxation is preferred, CPA preferred
  • 10+ years of progressive public accounting experience
  • Excellent written and verbal communication skills
  • Ability to manage multiple client engagements
  • A track record of building and sustaining client relationships and high-quality client service
  • Outstanding analytical, organizational and project management skills
  • Proficient with CCH Axcess, Sureprep, BNA Income Tax Planner, CCH AnswerConnect, RIA Checkpoint, XCM, and Microsoft Office

Apply