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Remote Ria Jobs in Minnesota (NOW HIRING)

Tax Manager

Minneapolis, MN · Remote

$110K - $150K/yr

This is a remote position. About the Firm Our client is a $350M registered investment advisory (RIA) firm based in Minnesota, built around a simple but powerful philosophy: clients are owned by the ...

Wealth Advisor

Minneapolis, MN · 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 ...

Remote Ria information

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

AspectRemote RiaRemote Financial Advisor
CredentialsSeries 7, 63/65, CFP (optional)Series 7, 63/65, CFP (often required)
Work EnvironmentRegistered Investment Advisor firm, compliance-focusedIndependent or firm-based, client-facing
Industry UsageFinancial planning, investment managementFinancial planning, wealth management
Common Search IntentRemote 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 Minnesota? The most popular types of Ria jobs in Minnesota are:
What cities in Minnesota are hiring for Remote Ria jobs? Cities in Minnesota with the most Remote Ria job openings:
Infographic showing various Remote Ria job openings in Minnesota as of July 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 40% Physical, 3% Hybrid, and 57% Remote job distribution.
Tax Manager

Tax Manager

White Tiger Connections

Minneapolis, MN • Remote

$110K - $150K/yr

Full-time

Re-posted 9 days ago


Job description

This is a remote position.

About the Firm

Our client is a $350M registered investment advisory (RIA) firm based in Minnesota, built around a simple but powerful philosophy: clients are owned by the firm, not any single partner. The team operates with genuine cohesion, high accountability, and a shared commitment to exceptional client service. Everyone has a voice. Heads are down getting the work done, but there's real camaraderie and a lightheartedness that makes the culture stand out.

Their client base centers on equity compensation holders, founders, self-employed business owners, and high-net-worth individuals, including retirees navigating sudden wealth events and inheritance situations. The firm is growing intentionally, and they're now ready to bring tax services fully in-house as a natural extension of an already integrated financial planning offering.

About the Role

The firm is building its tax practice from scratch, and they're looking for the manager who will own it. The Tax Manager will serve as the senior tax voice at the firm — the primary point of contact for all tax compliance, advisory, and notice responses across the client base. The expectation is full ownership of the function: being able to walk into any client meeting, lead any conversation, and represent the tax practice the way the firm's advisors represent the planning function. Over time, this person will shape what tax services look like at the firm, with meaningful upside tied to what they help build.

Responsibilities
  • Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients

  • Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer

  • Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax

  • Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control

  • Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor

  • Lead client meetings independently on all tax matters; step into any advisory conversation with confidence

  • Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations

  • Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on

  • Mentor and develop junior staff as the team grows



Requirements
  • CPA or EA required

  • 5+ years of tax experience in a public accounting firm, with demonstrated strength in individual and business owner tax compliance

  • Experience managing client relationships at a senior level — comfortable being the face of the tax function

  • Strong background in equity compensation taxation strongly preferred (RSUs, PSUs, stock options)

  • Proven ability to build — processes, client relationships, and a practice — not just maintain existing ones

  • Experience supervising or mentoring staff, even informally

  • Strong communicator who can translate complex tax concepts for clients without financial backgrounds

  • Reasonably social and collaborative; "work hard, play hard" is a phrase the team would use to describe themselves

  • Intellectually honest — the firm deeply values people who ask questions over people who fake certainty

  • Comfortable operating with autonomy in a remote environment while staying closely connected to a tight-knit team



Benefits
  • Competitive compensation

  • Significant upside potential — equity participation or performance-based compensation tied to the growth of the tax practice

  • Incredible quality of life