Cetera Financial Group, Inc.
Cetera Financial Group, Inc.

Tax Manager

Oakland, CA, US • Posted 30+ days ago • Updated 21 hours ago
Full Time
On-site
USD $116,000.00 - 151,000.00 per year
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Job Details

Skills

  • Training
  • Finance
  • Customer Relationship Management (CRM)
  • Regulatory Compliance
  • Estimating
  • Process Improvement
  • Workflow
  • Collaboration
  • Communication
  • Analytical Skill
  • Microsoft Office
  • Enterprise Architecture
  • MBA
  • Accounting
  • FOCUS
  • Partnership
  • Management
  • Certified Public Accountant
  • Taxes

Summary

Job Description

What you will 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 $116,000 - $151,000 , 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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Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: RTX1a6d2c
  • Position Id: 6631
  • Posted 30+ days ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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