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 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
•    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
 

#LI-Hybrid

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

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 (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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