Senior Tax Manager
Fayetteville, AR · On-site +1
... RIA, BNA and other tax preparation / research software. * Ability to work extended hours during busy seasons. What is in it for you? * Hybrid/Remote Opportunities after one year * Competitive ...
Senior Tax Manager
Fayetteville, AR · On-site +1
... RIA, BNA and other tax preparation / research software. * Ability to work extended hours during busy seasons. What is in it for you? * Hybrid/Remote Opportunities after one year * Competitive ...
Remote Ria information
What is the difference between Remote Ria vs Remote Financial Advisor?
| Aspect | Remote Ria | Remote Financial Advisor |
|---|---|---|
| Credentials | Series 7, 63/65, CFP (optional) | Series 7, 63/65, CFP (often required) |
| Work Environment | Registered Investment Advisor firm, compliance-focused | Independent or firm-based, client-facing |
| Industry Usage | Financial planning, investment management | Financial planning, wealth management |
| Common Search Intent | Remote Ria vs Remote Financial Advisor |
Remote Rias typically focus on investment management and compliance, often working within registered firms, while Remote Financial Advisors may have a broader client-facing role in financial planning. Both roles require similar certifications, but their focus and work environment differ slightly, catering to different client needs within the financial industry.
What are Remote RIAs?
Remote RIAs are Registered Investment Advisors who provide financial planning and investment management services to clients entirely online or from a remote location, rather than in a traditional office setting. They use digital platforms to communicate, manage portfolios, and deliver advice, making financial services more accessible and convenient for clients regardless of location. This setup allows RIAs to serve a broader client base while also offering flexibility in their work environment.
What are the key skills and qualifications needed to thrive as a Remote RIA (Registered Investment Advisor), and why are they important?
To thrive as a Remote Registered Investment Advisor (RIA), you generally need strong financial analysis skills, investment management expertise, and relevant certifications like the Series 65 or CFP. Familiarity with portfolio management software, financial planning tools, and secure communication platforms is essential for remote work. Excellent client communication, trustworthiness, and self-motivation are standout soft skills in this role. These qualifications are crucial for providing sound investment advice, maintaining regulatory compliance, and building strong client relationships in a remote environment.
What are some common challenges faced by Remote RIA (Registered Investment Advisor) professionals and how can they be managed?
Remote RIAs often face challenges such as building strong client relationships without face-to-face interactions, managing compliance requirements across different jurisdictions, and staying updated with evolving financial regulations. To manage these, professionals typically leverage secure digital communication tools, implement robust compliance software, and participate in regular training or industry webinars. Additionally, setting clear communication protocols and maintaining a structured daily routine can help streamline client management and ensure regulatory adherence while working remotely.
What are the most commonly searched types of Ria jobs in Arkansas? The most popular types of Ria jobs in Arkansas are:
What are popular job titles related to Remote Ria jobs in Arkansas? For Remote Ria jobs in Arkansas, the most frequently searched job titles are:
What job categories do people searching Remote Ria jobs in Arkansas look for? The top searched job categories for Remote Ria jobs in Arkansas are:
What cities in Arkansas are hiring for Remote Ria jobs? Cities in Arkansas with the most Remote Ria job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 2 days ago
Job description
The opportunity:
At Frost, our Tax Managers are responsible for ensuring Federal, State, and Local tax compliance for clients in various industries. Served as client advisor in planning and maintaining effective tax strategies and assisted in the development of staff, seniors, and supervisors within the tax department.
Your key responsibilities:
- Demonstrate a high level of technical proficiency, client satisfaction, and ability to motivate staff.
- Engage in tax planning and compliance.
- Complete tax returns and special service engagements.
- Perform high-level reviews for individual and complex business returns.
- Provide resolutions and solutions for complex tax and transactional related issues.
- Serve as career coach by providing constructive feedback as well as develop Tax Staff, Seniors, and Supervisors.
- Demonstrate a thorough understanding of the client's business beyond tax-related aspects.
- Prepare complex client correspondence.
- Plan engagements to achieve quality goals and reduce the time required to perform an engagement.
- Continue developing a network for future practice development opportunities.
- Maintain a minimum of 40 hours of Continuing Professional Education (CPE) each calendar year.
Qualifications:
- Bachelor's degree in accounting or related field required.
- A minimum of ten tax seasons of experience.
- Fully licensed Certified Public Accountant (CPA).
- Experience in Public Accounting.
- Experience working within Agribusiness and related industries is preferred.
- Prior Mid to Large size Tax Firm experience 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?
- Hybrid/Remote Opportunities after one year
- 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 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.
- 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 the status of your application, you can contact Allison Nicholas at 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 what your needs may be, 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 who have 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.