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Manager Ria Firm Jobs in Texas (NOW HIRING)

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 ... As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and ...

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 ... As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and ...

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 ... As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and ...

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 ... As Tax Manager, you will work directly with the tax team to review and prepare income, trust, and ...

Mercer Advisors

Financial Planner (Dallas, TX)

Dallas, TX · On-site

$75K - $100K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Financial Planner (Dallas, TX)

Dallas, TX

$75K - $100K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Financial Planner (Dallas, TX)

Addison, TX · On-site

$73K - $98K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

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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 Texas?

The most popular types of Ria Firm jobs in Texas are:

What cities in Texas are hiring for Manager Ria Firm jobs?

Cities in Texas with the most Manager Ria Firm job openings:

Manager Ria Firm jobs near you

Tax Manager

Mission Wealth Management LP

Austin, TX • On-site

$200K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 8 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.