Associate Tax Manager

Associate Tax Manager

Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax Manager (experienced CPA or Enrolled Agent) who thrives on collaboration, precision, and client impact. In this role, you'll contribute directly to our growing tax offering by preparing and reviewing returns, partnering with wealth advisors, and delivering thoughtful tax strategies that support our clients' broader financial goals. If you're ready to bring insight, care, and expertise to a team that values connection and innovation, we'd love to connect.

Core Responsibilities: Contribute technical expertise to the tax team by supporting collaborative problem-solving and sharing insights across engagements 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 tax returnsindividual, fiduciary, and small businesswith attention to accuracy and alignment with client goals Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies Support process improvements by identifying efficiencies and contributing to 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

Required Qualifications: Active CPA or EA license is required At least 5 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

Preferred Qualifications: A Master's Degree in Taxation or MBA is preferred

About Cetera

Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.