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Remote Ria Firm Jobs in Dallas, TX (NOW HIRING)

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 ...

All JobsRia Firm JobsRemote Ria Firm JobsRemote Ria Firm Jobs in Dallas, TX

Remote Ria Firm information

See Dallas, TX salary details

$82.6K

$125.7K

$169.2K

How much do remote ria firm jobs pay per year?

As of Jun 14, 2026, the average yearly pay for remote ria firm in Dallas, TX is $125,663.00, according to ZipRecruiter salary data. Most workers in this role earn between $107,800.00 and $142,000.00 per year, depending on experience, location, and employer.

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.

What are the most commonly searched types of Ria Firm jobs in Dallas, TX? The most popular types of Ria Firm jobs in Dallas, TX are:
What are popular job titles related to Remote Ria Firm jobs in Dallas, TX? For Remote Ria Firm jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Remote Ria Firm jobs in Dallas, TX look for? The top searched job categories for Remote Ria Firm jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Remote Ria Firm jobs? Cities near Dallas, TX with the most Remote Ria Firm job openings:
Remote Ria Firm jobs near you
Infographic showing various Remote Ria Firm job openings in Dallas, TX as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Remote job distribution, with an average salary of $125,663 per year, or $60.4 per hour.
Tax Planning Manager

Tax Planning Manager

Harrison Gray Search & Consulting

Dallas, TX • On-site, Remote

$120K - $145K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 5 days ago

Job description

Tax Planning Manager (CPA/EA)


Client Sector: High-Growth Fintech / Wealth Management (RIA)

Location: Irving, TX (Hybrid ) if local, or remote if located near Dallas or Texas

Classification: Full-time, Exempt


The Opportunity


Harrison Gray Search has been retained by a venture-backed, technology-first Registered Investment Advisor (RIA) to find a Tax Planning Manager. Our client is disrupting the wealth management space by combining elite financial advisors with a proprietary, cutting-edge technology platform.

This is a newly created role within the Advisor Success team. As the first dedicated tax expert in this department, you will bridge the gap between financial planning and complex tax strategy. This is not a "back-office" tax prep role; you will be a strategic partner to advisors nationwide, providing real-time, high-impact tax advice for high-net-worth clients.


Your Impact

  • Strategic Advisory: Partner with financial advisors to deliver deep-dive tax analysis, including marginal rate modeling, Roth conversions, tax-efficient withdrawal strategies, and charitable planning.
  • Complex Case Work: Handle intricate equity compensation (stock options) and estate planning implications, integrating them into a holistic financial plan.
  • Collaborative Planning: Work alongside Trust & Estates and Investment teams to ensure client strategies are unified and tax-aware.
  • Innovation: Contribute to the development of internal tools, calculators, and workflows that standardize tax planning on our client's proprietary platform.
  • Growth: As the first hire in this vertical, you will help set the KPIs and standards for the tax planning service, with the potential to move into a leadership/director role as the team expands over the next 18 months.


The Ideal Candidate

  • Credentials: Must be a CPA or Enrolled Agent (EA). An advanced degree (MST, JD, or LLM) is a significant plus.
  • Experience: 5+ years in financial planning (preferably within an RIA, MFO, or Private Bank) with at least 3-4 years specifically focused on tax planning and advice.
  • "Living in the World": We are looking for someone who lives and breathes tax law daily. You should be able to pivot quickly when follow-up questions arise and translate complex codes into actionable guidance for advisors.
  • Software Literacy: Familiarity with Holistiplan, eMoney, MoneyGuide, or RightCapital is preferred.
  • Mindset: You thrive in a "startup" environment where you are comfortable breaking through walls to get things done correctly.


Compensation & Benefits

  • Competitive Base + Bonus
  • Equity: A "ground-floor" opportunity to own a piece of a fast-scaling organization.
  • Time Off: Unlimited PTO (Our client trusts you to manage your own schedule).
  • Retirement: 401(k) with a 3% company match.
  • Health: Full medical, dental, and vision benefits.
  • Perks: Access to the firm’s elite financial planning services for your own personal use.