2

Remote Ria Jobs in Ohio (NOW HIRING)

Tax Manager

Cincinnati, OH · On-site +1

$90K - $120K/yr

Familiarity with tax research software( (RIA, CCH, etc.) and ProSystem fx software preferred. ) and ... Hybrid remote in Cincinnati, OH 45249 Company Description Synectics is a leading staffing and ...

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 Ohio? The most popular types of Ria jobs in Ohio are:
What cities in Ohio are hiring for Remote Ria jobs? Cities in Ohio with the most Remote Ria job openings:
Infographic showing various Remote Ria job openings in Ohio as of July 2026, with employment types broken down into 92% Full Time, 5% Part Time, and 3% Contract. Highlights an 23% In-person, and 77% Remote job distribution.

Tax Manager

Synectics Inc

Cincinnati, OH • On-site, Remote

$90K - $120K/yr

Full-time

Medical, Vision, Retirement, PTO

Posted 4 days ago


Job description

Position: Tax Manager

Position Overview

Our client, a well-established and growing public accounting firm, is seeking an experienced Tax Manager to join its team. This individual will oversee tax engagements, ensure compliance with federal, state, and local tax regulations, provide strategic tax planning, and build strong client relationships while mentoring junior staff.

The ideal candidate is a strong leader with extensive public accounting experience, excellent technical tax knowledge, and a commitment to delivering exceptional client service.

Key Responsibilities

  • Review complex federal, state, and local tax returns for individuals, partnerships, corporations, and other business entities.

  • Provide tax planning, consulting, and advisory services to a diverse client base.

  • Manage multiple tax engagements while ensuring deadlines and budgets are met.

  • Prepare and respond to correspondence with tax authorities.

  • Build and maintain long-term client relationships.

  • Supervise, mentor, train, and evaluate tax staff.

  • Stay current with changes in tax laws and regulations.

  • Participate in professional development and contribute to firm growth initiatives.

Qualifications

  • Bachelor's or Master's degree in Accounting or a related field.

  • CPA license required.

  • 5+ years of public accounting tax experience.

  • Strong experience preparing and reviewing complex tax returns.

  • Experience serving clients across multiple industries is preferred.

  • Familiarity with tax research software( (RIA, CCH, etc.) and ProSystem fx software preferred. ) and tax preparation platforms.

  • Strong analytical, organizational, and communication skills.

  • Ability to manage multiple priorities and meet deadlines.

  • Willingness to work additional hours during busy season.

  • Ability to work independently and collaboratively.

  • Limited regional travel may be required.

Benefits:

  • 401(k)

  • Continuing education credits

  • Flexible schedule

  • Health insurance

  • Health savings account

  • Paid time off

  • Parental leave

  • Vision insurance

  • Work from home

Education:

  • Bachelor's (Required)

License/Certification:

  • CPA (Required)

  • EA (Preferred)

Work Location: Hybrid remote in Cincinnati, OH 45249

Company Description

Synectics is a leading staffing and workforce solutions company dedicated to connecting exceptional talent with top organizations. We specialize in IT, engineering, finance, healthcare, and professional services recruitment, offering both contract and permanent staffing solutions. With a people-first approach, we focus on understanding the unique needs of our clients and candidates to create long-term, successful matches. Our mission is to empower businesses with the right talent while helping professionals achieve rewarding career opportunities