Leads and develops a tax practice team, collaborates with wealth advisors, and delivers integrated tax planning and advisory services. Responsibilities include reviewing and signing individual, fiduciary, and small business tax returns; coordinating projections and estimates; advising clients; improving processes; leading special initiatives; and preparing technical communications. The role requires an active CPA license, substantial public accounting experience, tax practice management experience, and strong analytical and communication skills.
This is a unique opportunity within Cetera Holdings, and we are seeking a Senior Manager, Tax Practice a strategic thinker and experienced CPA or Enrolled Agent who’s passionate about mentoring others and making a real difference for clients. In this role, you’ll help shape the future of our tax offering by leading a growing team, partnering closely with our wealth advisors, and delivering integrated tax strategies that elevate the client experience. If you’re ready to bring leadership, insight, and heart to a firm that values collaboration and innovation, we’d love to meet you.
What you will do:
- Lead and inspire a team of tax professionals by providing mentorship, technical guidance, and opportunities for growth
- Collaborate closely with wealth advisors to deliver integrated tax and financial planning strategies that truly serve the client’s full picture
- Engage directly with clients, offering proactive tax advice that supports their long-term goals and builds lasting relationships
- Review and sign complex tax returns—individual, fiduciary, and small business—with a focus on accuracy, strategy, and client value
- Coordinate tax planning activities, including quarterly estimates, projections, and year-end strategies, ensuring clients stay ahead of surprises
- Drive innovation and efficiency within the tax department by improving processes, embracing technology, and enhancing the client experience
- Lead special projects and cross-functional initiatives, contributing your expertise to firm-wide efforts that elevate service and impact
- Translate complexity into clarity by crafting thoughtful client communications, technical memos, and planning documents
- Be a culture builder, fostering collaboration between tax and wealth teams and helping shape a firm where people and clients thrive
What you need to have:
- Active CPA license is required
- A Master’s Degree in Taxation or MBA is preferred
- Five to Ten (5-10) 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)
- Two (2) or more years of management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates
- 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
Compensation:
The base salary range for this role in Baytown, TX is $170,000 - $205,000, 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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Cetera Financial Group El Segundo, California, USA Office
El Segundo, United States, 00000
Cetera Financial Group Los Angeles, California, USA Office
Los Angeles, United States
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