Tax Supervisor
Yuma, AZ · On-site
$93K/yr
Comply with Firm practice management procedures and systems. * Stay informed on current topics ... Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research ...
Tax Supervisor
Yuma, AZ · On-site
$93K/yr
Comply with Firm practice management procedures and systems. * Stay informed on current topics ... Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research ...
Tax Supervisor
Yuma, AZ · On-site
$95K - $125K/yr
Comply with Firm practice management procedures and systems. * Stay informed on current topics ... Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research ...
Quick apply
Tax Supervisor
Yuma, AZ · On-site
$95K - $125K/yr
Comply with Firm practice management procedures and systems. * Stay informed on current topics ... Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research ...
Senior Tax Analyst
Phoenix, AZ · Hybrid
$85K - $115K/yr
Experience with tax research tools such as BNA, RIA, CCH, or similar platforms * Proficiency with ... document management platforms (e.g., SharePoint, OneDrive) Preferred Qualifications * Master ...
Quick apply
Senior Tax Analyst
Phoenix, AZ · Hybrid
$85K - $115K/yr
Experience with tax research tools such as BNA, RIA, CCH, or similar platforms * Proficiency with ... document management platforms (e.g., SharePoint, OneDrive) Preferred Qualifications * Master ...
The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
Quick apply
The firm manages over $9.7 billion of client capital and is widely recognized as one of the leading ... an RIA) * Expectation of growing into a Private Wealth Advisor in the coming years * Strong ...
Elevate relevant questions or concerns to senior analysts or management as appropriate. * File ... Demonstrate professionalism, accountability, client focus, and teamwork as part of the firm ...
Elevate relevant questions or concerns to senior analysts or management as appropriate. * File ... Demonstrate professionalism, accountability, client focus, and teamwork as part of the firm ...
Senior Wealth Advisor
$125K - $175K/yr
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... Background in a wirehouse, independent broker-dealer, bank, or RIA environment * Financial planning ...
Senior Wealth Advisor
$125K - $175K/yr
Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and ... Background in a wirehouse, independent broker-dealer, bank, or RIA environment * Financial planning ...
We combine advanced business management technology with personalized consulting to provide ... Demonstrate professionalism, accountability, client focus, and teamwork as part of the firm ...
We combine advanced business management technology with personalized consulting to provide ... Demonstrate professionalism, accountability, client focus, and teamwork as part of the firm ...
Associate Wealth Advisor
Scottsdale, AZ · On-site
$70K - $75K/yr
Help provide both verbal and written plans to communicate the recommended solutions following firm ... management experience with an RIA, wire house or insurance broker-dealer preferred OR a recent ...
Associate Wealth Advisor
Scottsdale, AZ · On-site
$70K - $75K/yr
Help provide both verbal and written plans to communicate the recommended solutions following firm ... management experience with an RIA, wire house or insurance broker-dealer preferred OR a recent ...
Wealth Planner
Phoenix, AZ · On-site
$49K - $67K/yr
... RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services ... This specialization will drive firm wide philosophy related to the area of expertise and be ...
Quick apply
Wealth Planner
Phoenix, AZ · On-site
$49K - $67K/yr
... RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services ... This specialization will drive firm wide philosophy related to the area of expertise and be ...
... RIA) with the Securities Exchange Commission (SEC), founded in 1991 by Mark Matson. Matson Capital ... management and advisor coaching firm dedicated to empowering financial professionals through ...
... RIA) with the Securities Exchange Commission (SEC), founded in 1991 by Mark Matson. Matson Capital ... management and advisor coaching firm dedicated to empowering financial professionals through ...
Director, SMA Model Specialist
Phoenix, AZ · Hybrid
$140K - $150K/yr
Carry out other duties as assigned What to expect when you join our firm * Hybrid working and ... management, or portfolio strategy * Strong knowledge of advisor distribution channels (RIA ...
Director, SMA Model Specialist
Phoenix, AZ · Hybrid
$140K - $150K/yr
Carry out other duties as assigned What to expect when you join our firm * Hybrid working and ... management, or portfolio strategy * Strong knowledge of advisor distribution channels (RIA ...
Wealth Strategist
Phoenix, AZ · On-site
$110K - $143K/yr
... RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services ... Assists the advisory and wealth planning team in the development of cohesive firm-level planning ...
Quick apply
Wealth Strategist
Phoenix, AZ · On-site
$110K - $143K/yr
... RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services ... Assists the advisory and wealth planning team in the development of cohesive firm-level planning ...
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:
$93K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 11 days ago
Job description
The opportunity:
Our Tax Supervisors serve as leaders within our tax teams by training, solving problems, and answering questions for other team members. As part of the tax group, you'll be able to nurture relationships with clients and progress your career in this fast-growing firm. The role requires an analytical mind set - someone who thrives on problem solving, has sharp attention to detail, and embraces challenges.
Your key responsibilities:
Qualifications:
What is in it for you?
What can you expect?
Who is Frost?
At Frost PLLC, we provide our clients with the personalized financial advice and services they need to succeed. With years of collective accounting and business advisory experience, we are well-equipped to handle any challenge our clients may face. Our services include tax, assurance, advisory, business valuation, litigation, and animal welfare - so no matter your needs, we have you covered.
We understand that respect and responsive communication is key to a successful relationship with our associates and clients. That's why we employ associates with a can-do attitude and maintain honesty, objectivity, and creativity. If you're looking for a full-service accounting firm that will put your best interests first, look no further than Frost PLLC.
Tax Senior, Sr Tax, Tax Sr., Public accounting, Tax Senior CPA, Senior Tax Associate, Sr. Tax Associate, CPA, Certified Public Accountant
Our Tax Supervisors serve as leaders within our tax teams by training, solving problems, and answering questions for other team members. As part of the tax group, you'll be able to nurture relationships with clients and progress your career in this fast-growing firm. The role requires an analytical mind set - someone who thrives on problem solving, has sharp attention to detail, and embraces challenges.
Your key responsibilities:
- Demonstrate an advanced understanding of principles of tax law.
- Exhibit an advanced understanding of the tax levels of authority, legal precedents, rulings, and regulations.
- Effectively prepare and apply tax knowledge to individual returns and complex business returns.
- Provide research support to a transaction review process.
- Prepare a completed and organized tax file, including appropriate supporting documentation for the tax return.
- Perform high-level reviews for individual and complex business returns.
- Develop positive working relationships with all clients.
- Serve as a leader within the tax group and foster an environment of teamwork.
- Provide resolutions and solutions for problems and issues.
- Effectively exhibit communication, listening, and problem-solving skills including asking questions.
- Comply with Firm practice management procedures and systems.
- Stay informed on current topics including industry trends, exploring new ideas, and continually expanding knowledge base.
- Exhibit an understanding of computer systems used in tax preparation process.
- Ability to work with minimal supervision.
- Demonstrate effective interpersonal skills.
- Maintain a minimum of 40 hours of Continuing Professional Education (CPE) each calendar year.
Qualifications:
- Bachelor's degree in accounting or related field is required.
- A minimum of five tax seasons.
- A fully licensed Certified Public Accountant (CPA) or fully licensed Enrolled Agent (EA) is required.
- Experience in Public Accounting and multistate.
- Experience working within Agribusiness and related industries is preferred.
- Experience with ProSystem fx Tax and Engagement, CCH, RIA, BNA and other tax preparation / research software.
- Ability to work extended hours during busy seasons.
What is in it for you?
- Competitive compensation
- Generous Paid Time Off (PTO)
- Medical, dental, and vision benefit programs
- 401(k) retirement
- Education reimbursement
- Supportive career environments
- Coaching and Mentoring Program
- Internal learning opportunities
- Paid membership to business, civic, and professional organizations.
- Emotional well-being resources
- Paid life and disability insurance.
- Paid maternity and paternity leave.
- Paid membership fees to the state Society of CPAs as well as AICPA.
- Paid CPE
What can you expect?
- Initial phone screening of qualified candidates.
- Panel interview with a member of Human Resources and partners who this position will interact with for candidates who advance from initial phone screen.
- Secondary panel interview with member of the team this position will be working with for those who advance from the first panel interview, if needed.
- Candidates not selected at any phase of the process will be contacted to advise them of Frost's decision to move in a different direction. If you would like to check on your application's status, you can call Allison Nicholas via call 501-269-4119. (Please allow at least 48 hours for applications to be reviewed.)
Who is Frost?
At Frost PLLC, we provide our clients with the personalized financial advice and services they need to succeed. With years of collective accounting and business advisory experience, we are well-equipped to handle any challenge our clients may face. Our services include tax, assurance, advisory, business valuation, litigation, and animal welfare - so no matter your needs, we have you covered.
We understand that respect and responsive communication is key to a successful relationship with our associates and clients. That's why we employ associates with a can-do attitude and maintain honesty, objectivity, and creativity. If you're looking for a full-service accounting firm that will put your best interests first, look no further than Frost PLLC.
Tax Senior, Sr Tax, Tax Sr., Public accounting, Tax Senior CPA, Senior Tax Associate, Sr. Tax Associate, CPA, Certified Public Accountant