Aimed at mid-to-senior level tax professionals who can lead with technical expertise and client-centric collaboration.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Cetera Financial Group
At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As a Manager, Tax Practice an experienced CPA or Enrolled Agent who thrives on collaboration, leadership, and client impact. In this role, you’ll help guide our growing tax team, work together with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support our clients’ broader financial goals. If you're ready to lead with purpose, grow with a dynamic team, and help shape a more connected client experience, we’d love to connect.
What you will do:
Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environmentWork alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plansBuild strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needsReview and sign complex tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goalsAssist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategiesContribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflowsCommunicate clearly and effectively through client emails, technical memos, and planning documentsPromote collaboration between tax and wealth teams by fostering open communication and shared client understandingWhat you need to have:
Ability to work and deliver the quality product under tight timeframesExcellent communication skills must be a team playerStrong analytical skills.Proficiency in Microsoft Office.Experience in tax software.Active CPA or EA license is required.A master’s degree in taxation or MBA is preferred.Five to seven (5-7) years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships).Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred.
The base annual salary range for this role is $120,000 - $180,000, plus, a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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Source: Cetera Financial Group careers