Senior Manager, Tax Practice

Cetera • Baytown, TX

11d • $170,000 - $205,000 • Hybrid

About The Position

This is a unique opportunity within Cetera Holdings, is 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.

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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior