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Manager Ria Firm Jobs in Massachusetts (NOW HIRING)

Deloitte

Tax Manager - Credits & Incentives

Boston, MA · On-site

$120K - $158K/yr

Experience in a Big Four, public accounting, or law firm environment The wage range for this role ... Experience with tax research tools, including CCH, Hein, Lexis, or RIA * Experience with federal or ...

MassMutual

Suitability Principal

Boston, MA · Hybrid

$69K - $90K/mo

... RIA accounts, Brokerage accounts, Options accounts, 529 plans, money movement, transfers, and ... Implementation and management of operational and supervisory procedures for the firm. * Ability to ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

... firm that specializes in retirement planning, investment advising, and 401(k) management with a ... Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team ...

Allworth Financial

Service Associate

Waltham, MA · On-site

$60K - $65K/yr

... firm that specializes in retirement planning, investment advising, and 401(k) management with a ... Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024. SUMMARY: Our Service Team ...

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Manager Ria Firm information

What is the difference between Manager Ria Firm vs Financial Advisor?

AspectManager Ria FirmFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses, CFP certification often preferredSeries 7, 66, or 65 licenses, CFP certification common
Work EnvironmentManages firm operations, oversees advisors, complianceProvides personalized financial planning and investment advice
Employer & IndustryRia firms, financial services industryIndependent 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 Massachusetts? The most popular types of Ria Firm jobs in Massachusetts are:
What cities in Massachusetts are hiring for Manager Ria Firm jobs? Cities in Massachusetts with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you

Tax Senior Manager, International Tax Services

BDO USA

Boston, MA • On-site

Full-time

Retirement

Re-posted 2 days ago

Job description


Job Summary:
An International Tax Senior Manager is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. In this role, the International Tax Senior Manager will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining key client relationships. Additionally, the International Tax Senior Manager is a critical part of the office's / region's Tax Services leadership team and in this capacity will act as source for guidance on international tax questions and issues.
Job Duties:
  • Tax Consulting
    • Develops, recommends and implements practical international tax consulting -ideas related to client situations
    • Ensures client service teams comply with firm policy regarding Written Tax Advice (WTA)
    • Identifies and resolves complex taxation issues by applying multiple tax functional specialties
    • Communicates complex technical matters to clients and other appropriate audiences to ensure relevant issues are understood and resolved, as needed
  • Tax Specialization
    • Continues to develop an in-depth understanding of the technical and practical issues and opportunities regarding international tax
    • Acts as industry expert in international tax and services as U.S. resource for tax matters with selected foreign jurisdictions
    • Manages international tax services provided to assigned clients, including assessment of appropriate pricing structure for services
    • Identifies opportunities for tax alerts in areas of specialty and collaborates with National Tax Office on drafting of those alerts
  • Marketing and Business Development
    • Exhibits thought leadership in a specialized area within international tax
    • Recognized as industry group go-to person in international tax
    • Work with Specialized Tax Services and International Tax Partners, Local Office Managing Partner and local and regional Business Development Managers to develop and execute an effective marketing plan
    • Builds effective go-to-market strategies with Assurance Partners
  • Research
    • Identifies complex situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
    • Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
    • Prepares WTA and confers with National Tax Office as appropriate
  • Tax Compliance
    • Manages client engagements
    • Conducts detailed review of international tax aspects of U.S. tax reporting and other client supplied data and identifies complex and advanced issues throughout the engagement
    • Leverages compliance role to identify additional international tax issues and opportunities
  • Tax Controversy
    • Represents clients before U.S. tax authorities on international tax aspects of contested issues
  • ASC 740-10
    • Applies standards, Firm policies and BDO Tax Quality Manual requirements
    • Reviews international aspects of tax provisions including coordination of BDO colleagues in non-U.S. jurisdictions
  • Other duties as required

Supervisory Responsibilities:
  • Supervises the day-to-day workload of International Tax, Managers, Senior Associates, Associates, and Interns on assigned engagements and reviews work product and ensures their technical development
  • Delivers periodic performance feedback and completes performance evaluations for International Tax Managers, Senior Associates, Associates, and Interns
  • Acts as mentor to International Tax Managers, Senior Associates and Associates and Interns, as appropriate

Qualifications, Knowledge, Skills and Abilities:
Education:
  • Bachelors degree, required; degree with a focus in Accounting, preferred
  • J. D., LLM, and/or MST/MBT, preferred

Experience:
  • Eight (8) or more years of prior experience in corporate tax, international taxation, legal professional services or equivalent experience gained through an advanced degree program, required
  • Experience in international tax, required
  • Experience supervising tax professionals on a project or engagement basis, required

License/Certifications:
  • CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or the equivalent of one of these designations), required

Software:
  • Proficient in the use of Microsoft Office Suite, specifically Word, Excel and PowerPoint, preferred
  • Experience utilizing RIA, BNA, Lexis Nexis and/or Westlaw, preferred

Language:
  • N/A

Other Knowledge, Skills & Abilities:
  • Excellent verbal and written communication skills
  • Superior analytical and legal and tax research skills including building models and analysis of financial and numerical data
  • Strong organizational skills, especially ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Capable of effective managing a team of tax professionals and delegating work assignments, as needed
  • Capacity to build and maintain strong relationships with internal and client personnel
  • Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel
  • Executive presence and ability to act as primary contact on assigned engagements
  • Ability to successfully interact with professionals at all levels
  • Advanced knowledge of sources of relevant information utilized in tax filings as well as the most widely-used filing forms and awareness of other less widely used tax forms
  • Advanced understanding of the technical and practical issues and opportunities regarding one or more areas of taxation and law
  • Advanced knowledge and understanding of general calculations and cause / effect for taxable conditions on clients and the potential tax issues
  • Strong legal writing background and familiarity with the IRAC method of analysis

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
National Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!

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