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Remote Ria Firm Jobs in Texas (NOW HIRING)

White Tiger Connections

Tax Manager

Dallas, TX · Remote

$130K - $175K/yr

This is a remote position. About the Firm Our client is a registered investment advisory (RIA) firm headquartered in Texas. The firm operates under a fiduciary standard and is built around a client ...

Farther

Senior Regional Compliance Associate

Irving, TX · On-site +1

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... firm to make sure our advisors can focus on what they do best, serving clients, while we keep the ...

Farther

Senior Regional Compliance Associate

Irving, TX · On-site +1

Company Description Farther is a rapidly growing RIA that combines expert advisors with cutting ... firm to make sure our advisors can focus on what they do best, serving clients, while we keep the ...

Farther

Senior Regional Compliance Associate

Irving, TX · On-site +1

... firm to make sure our advisors can focus on what they do best, serving clients, while we keep the ... Partner with RIA Managing Directors on advisor coaching opportunities tied to compliance standards ...

Aprio

Wealth Advisor

Dallas, TX · On-site +1

$150K - $250K/yr

... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Houston, TX · On-site +1

$150K - $250K/yr

... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

Aprio

Wealth Advisor

Austin, TX · On-site +1

$150K - $250K/yr

... RIA or Wealth Management Firm. * The series 65 license is required for the position; however ... remote and hybrid options What's in it for you: - Working with an industry leader : Be part of a ...

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All JobsRemote Ria Firm JobsRemote Ria Firm Jobs in Texas

Remote Ria Firm information

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

AspectRemote Ria FirmRemote Financial Advisor
CredentialsSeries 7, 66, or 65 licenses, CFP certification often preferredCFP certification, Series 7, 66, or 65 licenses
Work EnvironmentOperates independently or within a firm, providing investment management services remotelyProvides personalized financial planning and advice remotely to clients
Employer & Industry UsageRegistered Investment Advisor firms, financial services industryFinancial planning firms, independent advisors, banks

The main difference is that a Remote Ria Firm is a registered entity offering investment management services, while a Remote Financial Advisor provides personalized financial planning and advice. Both roles require similar credentials and often work remotely within the financial industry, but their primary functions differ—investment management versus comprehensive financial planning.

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Tax Manager

Tax Manager

White Tiger Connections

Dallas, TX • Remote

$130K - $175K/yr

Full-time

Posted 13 days ago

Job description

This is a remote position.

About the Firm

Our client is a registered investment advisory (RIA) firm headquartered in Texas. The firm operates under a fiduciary standard and is built around a client-first philosophy, offering a fully integrated approach across financial planning, portfolio management, and income planning.

Their client base is predominantly retired individuals with Social Security income, pensions, investment and stock accounts, and straightforward single-state filings. The firm has been offering tax preparation as part of its integrated service model, with that work currently handled by outside providers. They're now ready to bring it fully in-house, and the Tax Manager will step into an existing book of client work from day one.

About the Role

The Tax Manager will be stepping into a well-established environment with an existing client base and integrated workflows already in place. While tax compliance is a new internal function, the foundation is already there: a well-defined book of clients, strong existing relationships, and a planning team that has been working alongside these clients for years.

The role is compliance-focused, with additional responsibilities spanning extension deadlines, quarterly estimates, tax advisory, business development, and special projects. Over time, this person will have the opportunity to shape how tax services grow and evolve at the firm, including building out a bookkeeping department.

Responsibilities

  • Own tax compliance for an existing book of client work, transitioning responsibility fully in-house from outside providers

  • Prepare, review, and sign off on tax returns independently

  • Serve as the tax advisor inside client meetings, including Roth conversion discussions, estate planning conversations, and advisory work alongside the financial planning team

  • Build the internal workflows, processes, and standards that will govern the tax function going forward

  • Participate in business development efforts

  • Lay the groundwork for an internal bookkeeping function as the firm scales



Requirements

  • CPA required

  • 5+ years of tax experience in public accounting, with demonstrated strength in individual compliance, including W-2 earners, retirees, rental property, and investment accounts

  • Experience managing client relationships directly, not just doing compliance work

  • Interest or experience in business development

  • Strong communicator who can translate tax concepts clearly for clients without accounting backgrounds

  • Located in the state of Texas and comfortable working independently in a remote environment with occasional travel as needed



Benefits

  • Competitive salary commensurate with experience

  • Benefits package available, details to be discussed during the process

  • Fully remote with occasional travel as needed