Manager, Tax
Cetera Financial Group•Indianapolis, IN
•Hybrid
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
Responsibilities
- 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
Benefits
- Competitive performance-based bonus
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What This Job Offers
Job Type
Full-time
Career Level
Manager
