Management experience in a CPA or tax practice preferred
Strong analytical skills
Proficiency in Microsoft Office and tax software
Master's degree in taxation or MBA preferred
Ability to work under tight deadlines
Responsibilities
Support and manage tax team members through training and collaboration
Work with wealth advisors to implement complementary tax strategies
Build strong client relationships by providing reliable tax advice
Review and sign complex tax returns for accuracy and alignment with client goals
Coordinate tax planning activities, including estimates and year-end strategies
Identify process improvements and support new tools adoption
Communicate effectively through client correspondence and planning documents
Benefits
Collaborative work environment
Opportunities for professional growth and development
Dynamic team culture
Focus on client impact and relationship building
Hybrid work model available
Full Job Description
Job Description
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 will you do:
Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
Work alongside wealth advisors to help implement tax strategies that complement clients' broader financial plans
Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
Review and sign complex tax returns-individual, fiduciary, and small business-with attention to accuracy and alignment with client goals
Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
Communicate clearly and effectively through client emails, technical memos, and planning documents
Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding
What you need to have:
Ability to work and deliver the quality product under tight timeframes
Excellent communication skills must be a team player
Strong 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 $94,000 - $125,000, 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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About Cetera Financial Group
Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
