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Internship Ria Firm Jobs in Texas (NOW HIRING)

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Demonstrated talent development experience, training new staff, and mentoring interns * Advanced ...

Mission Wealth Management LP

Tax Manager

Austin, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Demonstrated talent development experience, training new staff, and mentoring interns * Advanced ...

New

Mission Wealth Management LP

Tax Manager

Houston, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Demonstrated talent development experience, training new staff, and mentoring interns * Advanced ...

Mission Wealth Management LP

Tax Manager

Austin, TX · On-site

$200K/yr

As a Barron's Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business ... Demonstrated talent development experience, training new staff, and mentoring interns * Advanced ...

New

Brighton Jones

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 ...

Brighton Jones

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 ...

Brighton Jones

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 ...

All JobsRia Firm JobsInternship Ria Firm JobsInternship Ria Firm Jobs in Texas

Internship Ria Firm information

What are the key skills and qualifications needed to thrive as an intern at a RIA firm, and why are they important?

To thrive as an intern at Ria Firm, you generally need a relevant academic background, strong analytical abilities, and a willingness to learn quickly. Familiarity with office productivity tools like Microsoft Office Suite or Google Workspace, and possibly industry-specific software, is often expected. Excellent communication, teamwork, and adaptability are standout soft skills for this role. These skills and qualities are crucial for contributing effectively to projects, adapting to a professional environment, and gaining valuable experience in the industry.

What is the difference between Internship Ria Firm vs Ria Clerk?

AspectInternship Ria FirmRia Clerk
Required CredentialsTypically pursuing or holding a degree in finance, accounting, or related fieldsHigh school diploma or equivalent, some knowledge of financial transactions
Work EnvironmentInternship setting within a Ria firm, involving learning and assisting with client transactionsOffice environment focused on processing and verifying money transfer documents
Employer & Industry UsageUsed by financial firms offering training programs for aspiring financial professionalsCommonly employed in money transfer companies or Ria firms for clerical tasks

In summary, an Internship Ria Firm is a training position for students or entry-level individuals gaining experience in the financial industry, while a Ria Clerk is a clerical role focused on processing transactions within a Ria firm. The internship emphasizes learning and development, whereas the clerk role centers on administrative tasks.

What is an internship at a RIA firm?

An internship at a Registered Investment Advisor (RIA) firm is a temporary position designed for students or recent graduates to gain hands-on experience in the financial services industry. Interns typically assist with research, client communications, portfolio analysis, and administrative tasks under the supervision of experienced advisors. These internships provide valuable exposure to wealth management, financial planning, and investment strategies, helping interns build relevant skills and professional networks. Many RIA firms use internships as a way to identify potential future employees.

What types of projects and responsibilities can I expect during an internship at a RIA firm?

Interns at a Ria (Registered Investment Advisor) firm are often involved in a range of tasks, such as assisting with client portfolio reviews, conducting financial research, and supporting advisors in preparing reports and presentations. You may also gain exposure to compliance procedures, data entry, and client communication under supervision. The work environment is typically collaborative, allowing you to interact with financial advisors and operations staff, which provides valuable insight into the firm's daily operations. This hands-on experience is designed to help you develop both technical and interpersonal skills relevant to a career in financial services.
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Internship Ria Firm jobs near you

Tax Manager

Mission Wealth Management LP

Houston, TX • On-site

$200K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 5 days ago

Job description


As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our award-winning team! If you are ready to elevate your career in a leading wealth management company with a commitment to giving back to the community and expanding nationally, let’s go! Our ideal candidate is a Tax professional with hustle and a couple of years of experience working in a Tax Manager role. You define ambition, have a sense of adventure, and a passion for purpose, both in life and in your approach to Tax Strategy. If you can articulate your proven success as a Tax Manager, we want to hear from you ASAP!

As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and gift tax returns. You will also work directly with clients and advisory teams to implement tax strategies for clients that align with each client’s goals and values. The successful tax manager will be a tax enthusiast, a thoughtful listener, have a strong team mentality, and be driven to grow professionally and personally. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future.


Day-to-Day as Tax Manager:

  • Work with a high-performing & growth-oriented team
  • Speak your mind, have your voice heard, innovate, and streamline existing processes
  • Grow yourself personally and professionally with the support of your team
  • Work closely with Wealth Managers and the client base regarding tax/wealth strategies
  • Responsible for client relationships and retention; inspiring client confidence through demonstrated expertise; and helping ensure we are meeting deadlines and addressing client questions and needs on an ongoing basis
  • Work with peers and leaders to create and present strategic tax planning solutions to high-net-worth clients
  • Assist clients with tax-related questions, proformas, estimates, and projections
  • Manage consulting and tax projects
  • Review tax returns
  • Commitment to continuing education, team development, training, and mentoring new tax associates
  • Review federal and multi-state individual, gift, and trust income tax returns.
  • Mentor and train tax associates.

What You Bring as Tax Manager:

  • 8+ years of proven tax accounting experience; previous experience preparing tax returns required
  • CPA required
  • Experience providing client-centric tax consulting to high-net-worth clients
  • Strong research capabilities related to technical matters for complex tax needs and updates to regulations
  • Mastery of various tax compliance software products
  • Highly effective interpersonal, relationship management, and communication skills
  • Excellent organizational and time management skills in a high-energy culture to manage priorities
  • Demonstrated talent development experience, training new staff, and mentoring interns
  • Advanced understanding of trust taxation
  • Strong attention to detail


Job Type: Full-time, salaried exempt

Location: This position is based out of our office in Scottsdale, Houston, or Austin.

Salary: $150,000 base; plus $50,000 annual bonus paid in quarterly increments


This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success within the industry. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements.