Senior Tax Manager
Tempe, AZ · On-site
Big 4 firm experience (preferred) Education: * Bachelor degree in accounting (required) * CPA ... Computer proficiency with software programs such as RIA Checkpoint, Client full suite of tax ...
Senior Tax Manager
Tempe, AZ · On-site
Big 4 firm experience (preferred) Education: * Bachelor degree in accounting (required) * CPA ... Computer proficiency with software programs such as RIA Checkpoint, Client full suite of tax ...
Sr. Inside Sales Associate (Phoenix, AZ or Remote)
Phoenix, AZ · On-site +1
$120K - $140K/yr
Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ... and manage over $324 billion in assets 2. Our unique approach to serving clients combines our ...
Sr. Inside Sales Associate (Phoenix, AZ or Remote)
Phoenix, AZ · On-site +1
$120K - $140K/yr
Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ... and manage over $324 billion in assets 2. Our unique approach to serving clients combines our ...
Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ... and manage over $324 billion in assets 2. Our unique approach to serving clients combines our ...
Quick apply
Recognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018 ... and manage over $324 billion in assets 2. Our unique approach to serving clients combines our ...
*Remote* Tax Manager in US
Tempe, AZ · On-site +1
$90K - $150K/yr
Big 4 firm experience preferred * Computer proficiency with software programs such as RIA Checkpoint, UltraxTax, Workpapers, Practice Management, QuickBooks, Microsoft Excel and Microsoft Word.
*Remote* Tax Manager in US
Tempe, AZ · On-site +1
$90K - $150K/yr
Big 4 firm experience preferred * Computer proficiency with software programs such as RIA Checkpoint, UltraxTax, Workpapers, Practice Management, QuickBooks, Microsoft Excel and Microsoft Word.
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually ...
Corporate Events Planner
Phoenix, AZ · On-site
$70K/yr
... firm's flagship national conference. What You'll Do: * Organize and manage all aspects of ... Our community of over 4,000 producing financial advisors includes diverse business models-RIA ...
Corporate Events Planner
Phoenix, AZ · On-site
$70K/yr
... firm's flagship national conference. What You'll Do: * Organize and manage all aspects of ... Our community of over 4,000 producing financial advisors includes diverse business models-RIA ...
Corporate Events Planner
Phoenix, AZ · Hybrid
$70K/yr
... firm's flagship national conference. What You'll Do: * Organize and manage all aspects of ... Our community of over 4,000 producing financial advisors includes diverse business models-RIA ...
Corporate Events Planner
Phoenix, AZ · Hybrid
$70K/yr
... firm's flagship national conference. What You'll Do: * Organize and manage all aspects of ... Our community of over 4,000 producing financial advisors includes diverse business models-RIA ...
Sr Analyst, Hybrid IA Compliance
Scottsdale, AZ · Remote
$90K - $100K/yr
... dual RIA affiliation capacity. Additionally, this role will be involved in a variety of other ... to senior management as necessary. * Ensure compliance with Firm and industry regulations.
Sr Analyst, Hybrid IA Compliance
Scottsdale, AZ · Remote
$90K - $100K/yr
... dual RIA affiliation capacity. Additionally, this role will be involved in a variety of other ... to senior management as necessary. * Ensure compliance with Firm and industry regulations.
Direct the firm's cybersecurity framework and incident response strategies, ensuring compliance ... Evaluate and manage technology vendors, cloud providers, and managed service partners. Negotiate ...
Direct the firm's cybersecurity framework and incident response strategies, ensuring compliance ... Evaluate and manage technology vendors, cloud providers, and managed service partners. Negotiate ...
Surveillance Analyst
Phoenix, AZ · Hybrid
$65K - $95K/yr
Job Summary The Surveillance Analyst plays a critical role in supporting the firm's supervisory and ... of management, company associates, and financial professionals and track open issues with ...
New
Surveillance Analyst
Phoenix, AZ · Hybrid
$65K - $95K/yr
Job Summary The Surveillance Analyst plays a critical role in supporting the firm's supervisory and ... of management, company associates, and financial professionals and track open issues with ...
New
... advance the firm's continued growth. Responsibilities: * Secure and manage necessary client ... Tax research databases, including BNA and RIA * Tax compliance process software, including ...
... advance the firm's continued growth. Responsibilities: * Secure and manage necessary client ... Tax research databases, including BNA and RIA * Tax compliance process software, including ...
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
Senior Trading Associate
$70K - $85K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
Senior Trading Associate
$70K - $85K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skills * Self ...
... Advyzon Investment Management) to lead and scale the firm's client service and operational ... Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor ...
... Advyzon Investment Management) to lead and scale the firm's client service and operational ... Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor ...
... RIA), investment management firm or broker/dealer. * Excellent interpersonal and verbal/written skills. * Self-starter with a proven ability to work in a fast-paced, evolving work environment.
... RIA), investment management firm or broker/dealer. * Excellent interpersonal and verbal/written skills. * Self-starter with a proven ability to work in a fast-paced, evolving work environment.
... Advyzon Investment Management) to lead and scale the firm's client service and operational ... Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor ...
Quick apply
... Advyzon Investment Management) to lead and scale the firm's client service and operational ... Strong understanding of RIA, TAMP, and custodial operational workflows, including advisor ...
Account Services Associate
$60K - $75K/yr
... RIA), investment management firm or broker/dealer. * Excellent interpersonal and verbal/written skills. * Self-starter with a proven ability to work in a fast-paced, evolving work environment.
Account Services Associate
$60K - $75K/yr
... RIA), investment management firm or broker/dealer. * Excellent interpersonal and verbal/written skills. * Self-starter with a proven ability to work in a fast-paced, evolving work environment.
Account Services Specialist
$75K - $85K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
Account Services Specialist
$75K - $85K/yr
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written skills * Strong commitment to detail with excellent organization and prioritization skilks * Self ...
Tax Manager (Private Wealth Management)
Phoenix, AZ · On-site
$120K - $160K/yr
The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading ... Minimum 5 years of experience in public accounting or an RIA-based tax environment * Prior ...
Tax Manager (Private Wealth Management)
Phoenix, AZ · On-site
$120K - $160K/yr
The firm manages over $9.2 billion of client capital and is widely recognized as one of the leading ... Minimum 5 years of experience in public accounting or an RIA-based tax environment * Prior ...
Manager Ria Firm information
What is the difference between Manager Ria Firm vs Financial Advisor?
| Aspect | Manager Ria Firm | Financial Advisor |
|---|---|---|
| Credentials | Series 7, 66, or 65 licenses, CFP certification often preferred | Series 7, 66, or 65 licenses, CFP certification common |
| Work Environment | Manages firm operations, oversees advisors, compliance | Provides personalized financial planning and investment advice |
| Employer & Industry | Ria firms, financial services industry | Independent or firm-based financial advisory firms |
While both roles require similar licenses and certifications, a Manager Ria Firm oversees the firm's operations and compliance, whereas a Financial Advisor focuses on client financial planning and investment advice. The Manager Ria Firm role is more managerial and administrative, while the Financial Advisor role is client-facing and advisory-focused.
What are the most commonly searched types of Ria Firm jobs in Arizona? The most popular types of Ria Firm jobs in Arizona are:
What cities in Arizona are hiring for Manager Ria Firm jobs? Cities in Arizona with the most Manager Ria Firm job openings:
Other
Posted 20 days ago
Job description
Job Responsibilities:
- Provide guidance on the tax implications of business investments and transactions
- Lead client engagements, and develop and implement tax-efficient structures for US investments
- Direct and assist in the compliance aspects of US tax for corporations, partnerships, LLCs, S-corporations and individuals
- Ensure tax filings comply with standards regarding property investments, income, and allocations
- Provide technical tax expertise regarding tax-efficient structures and planning, review US tax estimates and projections
- Research and manage complex tax matters, including planning and compliance, and respond to inquiries from regulatory authorities
- Staying current on recent tax developments within the US area, and leading technical tax training for staff
- Work closely with senior management in mentoring, supervising and evaluating staff
- 7-10 years tax experience tax experience including tax planning, compliance, and preparation
- 4+ years of management experience
- Big 4 firm experience (preferred)
- Bachelor degree in accounting (required)
- CPA license required
- Thorough knowledge of the tax impact to individuals, their business and investments
- Masters of Tax degree (preferred)
- Communication (verbal and written); Interpersonal skills
- Strong organizational, time management, multi-tasking and follow through skills
- Integrity, dependability, and trustworthiness and client-service skills
- Computer proficiency with software programs such as RIA Checkpoint, Client full suite of tax software: UltraTax, Workpapers, Practice CS and File Cabinet, Quickbooks, Microsoft Excel and Microsoft Word
About Southwest Accounting Resources
Sourced by ZipRecruiter
Industry
Accounting services
Company size
1 - 10 Employees
Headquarters location
Phoenix, AZ, US
Year founded
2000