Senior Manager, Tax Practice

Cetera Financial Group•Baytown, TX

10d•Hybrid

About The Position

This is a unique opportunity within Cetera Holdings, seeking a Senior Manager, Tax Practice. This role is for 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.

Requirements

Active CPA license is required
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

Nice To Haves

A Master’s Degree in Taxation or MBA is preferred

Responsibilities

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