Join Cetera’s growing tax practice as a Senior Tax Associate, where you’ll work directly with clients, tax professionals, and wealth management partners to deliver accurate tax compliance and thoughtful tax planning support.
This position is a great fit for an experienced tax professional who enjoys preparing and reviewing returns, researching tax issues, working directly with clients, and contributing to tax planning opportunities.
What You'll Do
- Prepare federal and state income tax returns for individuals, partnerships, corporations, trusts, and related entities
- Review tax information and supporting documentation for accuracy, completeness, and compliance
- Research and analyze tax matters and identify issues that may require additional review
- Support tax-planning strategies and identify potential tax-saving opportunities
- Communicate directly with clients to gather information, explain requirements, and resolve follow-up items
- Prepare correspondence, memoranda, tax notices, and other client deliverables
- Partner with tax and wealth management teams on client needs and projects
- Stay current on changing tax laws and regulations
- Contribute to improvements in tax processes, workflows, and client service
- Provide technical guidance to junior Tax Associates when needed
What You'll Need
- Bachelor’s degree in accounting, Taxation, Finance, or a related field
- 3–5 years of recent tax preparation experience, preferably within public accounting or a tax practice
- Experience preparing federal individual, fiduciary, and small-business returns, including C-Corporation, S-Corporation, and partnership returns
- Knowledge of federal and state income taxation
- Tax research and analytical skills
- Strong client communication skills
- Experience with Microsoft Office and tax preparation/workflow systems
- Ability to manage multiple deadlines while maintaining accuracy and confidentiality
Preferred
- CPA or Enrolled Agent (EA) designation, or actively pursuing CPA or EA certification
- Experience with small-business and high-net-worth individual tax matters
The base annual salary range for this role is $59,000 to $90,000, plus a competitive performance-based bonus with a 10% target incentive opportunity. 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 due to geography and cost-of-labor considerations.
#LI-Hybrid
Skills Required
- Bachelor's degree in accounting, taxation, finance, or a related field
- 3-5 years of recent tax preparation experience
- Experience preparing federal individual, fiduciary, small-business, C-Corporation, S-Corporation, and partnership returns
- Knowledge of federal and state income taxation
- Tax research and analytical skills
- Strong client communication skills
- Experience with Microsoft Office and tax preparation or workflow systems
- Ability to manage multiple deadlines while maintaining accuracy and confidentiality
- CPA or Enrolled Agent designation, or active pursuit of CPA or EA certification
- Experience with small-business and high-net-worth individual tax matters
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
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