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Director Ria Jobs in Ohio (NOW HIRING)

Golden Reserve LLC

CPA Tax Director

Independence, OH · On-site

$125K - $175K/yr

Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial ...

Golden Reserve LLC

CPA Tax Director

Dublin, OH · On-site

$125K - $175K/yr

Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial ...

Golden Reserve

CPA Tax Director

Independence, OH · On-site

$125K - $175K/yr

Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial ...

Golden Reserve

CPA Tax Director

Dublin, OH · On-site

$125K - $175K/yr

Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial ...

VIKA TALENT SOLUTIONS

Tax Supervisor

Dayton, OH · Hybrid

$107K - $141K/yr

Dayton, OH (Hybrid remote in Moraine, OH 45439) Job Type: Full time Permanent with Direct client ... Proficiency in research tools (RIA, CCH, etc.) and ProSystem fx Software preferred. * Experience ...

Valmark Financial Group

Compliance Specialist

Akron, OH · On-site

$55K - $65K/yr

Review assigned Direct Business, Brokerage, and Advisory reports * Review RR outside brokerage ... Participate in the review and updates to BD and RIA Written Supervisory Manuals. * Participate in ...

Sequoia Financial Group Llc

Portfolio Strategist

Dublin, OH · On-site

$117K - $151K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg ...

Sequoia Financial Group Llc

Portfolio Strategist

Akron, OH · On-site

$116K - $150K/yr

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in ... Knowledge base of portfolio management and industry software (Morningstar Direct, Bloomberg ...

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Director Ria information

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.
What are the most commonly searched types of Ria jobs in Ohio? The most popular types of Ria jobs in Ohio are:
What are popular job titles related to Director Ria jobs in Ohio? For Director Ria jobs in Ohio, the most frequently searched job titles are:
What job categories do people searching Director Ria jobs in Ohio look for? The top searched job categories for Director Ria jobs in Ohio are:
What cities in Ohio are hiring for Director Ria jobs? Cities in Ohio with the most Director Ria job openings:
Director Ria jobs near you
CPA Tax Director

CPA Tax Director

Golden Reserve LLC

Independence, OH • On-site

$125K - $175K/yr

Other

Medical, Dental, Life, Retirement, PTO

Posted 8 days ago

Job description

Description

Golden Reserve is looking for an experienced and personable Certified Public Accountant to help build and lead our internal tax support and preparation team across the country. This is a player-coach role that is 75% of time spent on tax support and preparation and 25% of time spent helping build out this new team and department - as the team grows, more time will be required for leadership and management.


Golden Reserve is a full-service RIA and insurance firm, that built our company trying to not just change the financial industry for the retirees we serve - but for the team of financial professionals we hire. In a short period of time, we have grown to 40+ offices covering 9 states and just getting started.


As part of our comprehensive retirement services - our clients receive tax planning direction regarding their qualified tax accounts, and preparation of their annual tax returns. This role will manage the tax preparation of annual returns, assist with ongoing real-time tax support, partake in event participation and the coordinate the development and expansion of this department.


Golden Reserve lead generation is driven by its nation-wide radio and television show (https://www.youtube.com/@fireyourfinancialadvisor), seminar workshops, digital and world-class client services.


We Provide


$125,000 - $175,000 salary, based on experience

Ongoing Management Training & Support

Generous PTO policy, Health & Dental, 401(k) & Life Insurance


We Require


Certified Public Accountant

Five (5)+ Years of tax preparation, accounting and tax planning experience

Proficiency with tax preparation software (Drake, UltraTax, or similar)

Communication Excellence - managing and inspiring a team and our clients require a world class communicator internally and externally

Management - you will be asked to lead a multi-location team to drive process while maintaining and managing a growth culture with constant change

GRIT - we all built this company brick by brick with a blue-collar mindset embracing accountability, ownership, problem-solving and toughness

Job Responsibilities

  • Prepare and file federal, state, and local tax returns for individuals
  • Review financial records, income statements, and documentation to ensure accuracy
  • Identify tax credits, deductions, and strategies that benefit clients
  • Communicate clearly with clients to gather necessary information and explain outcomes
  • Stay current on changes to tax laws and regulations
  • Maintain organized and confidential client records
  • Lead a team of Tax Preparers and help to build internal policies and procedures

If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume.


This role is full-time in-office in Independence, Ohio. Learn more at www.goldenreserve.com

Apply