Manager, Tax
Cetera Financial Group, Inc.
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Job Details
Skills
- Leadership
- Teamwork
- Customer Experience
- Training
- Finance
- Customer Relationship Management (CRM)
- Regulatory Compliance
- Estimating
- Process Improvement
- Workflow
- Collaboration
- Enterprise Architecture
- Accounting
- FOCUS
- Partnership
- Communication
- Analytical Skill
- Microsoft Office
- MBA
- Management
- Certified Public Accountant
- Taxes
Summary
This is a unique community within Cetera Holdings, is seeking 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 hand-in-hand 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'll 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:
- Active CPA or EA license is required
- 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)
- 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
What's Nice to Have:
- A Master's Degree in Taxation or MBA is preferred
- Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred
Travel Requirements: Up to 5%
Compensation:
The base salary range for this role in Indianapolis, IN is $123,000- $163,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
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- Dice Id: RTX1a6d2c
- Position Id: 6535
- Posted 2 days ago
Company Info
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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