Senior Manager, Tax

Cetera Financial Group•Danville, CA

7d•Hybrid

About The Position

Cetera Holdings is seeking a strategic, experienced tax professional to lead its tax practice and help shape the firm’s tax offering. The Senior Manager will lead and develop a growing team, collaborate with wealth advisors on integrated tax and financial planning, and provide proactive tax advice directly to clients. The role includes reviewing and signing complex individual, fiduciary, and small-business tax returns; coordinating tax planning; improving department processes and technology; leading special projects; and preparing clear client communications and technical documents. The position is based in Baytown, Texas, and the posting is tagged #LI-Hybrid.

Requirements

Active CPA license.
Five to ten years of recent public accounting experience focused on preparing federal individual, fiduciary, and small-business tax returns, including C-Corporation, S-Corporation, and partnership returns.
At least two years of management experience in a CPA or tax practice, with demonstrated ability to develop associates.
Ability to deliver quality work under tight timeframes.
Excellent communication skills and ability to work as a team player.
Strong analytical skills.
Proficiency in Microsoft Office.

Nice To Haves

Master’s degree in Taxation or MBA.

Responsibilities

Lead, mentor, and provide technical guidance to tax professionals, supporting their growth and development.
Collaborate with wealth advisors to deliver integrated tax and financial planning strategies.
Engage directly with clients and provide proactive tax advice aligned with their long-term goals.
Review and sign complex individual, fiduciary, and small-business tax returns.
Coordinate tax planning activities, including quarterly estimates, projections, and year-end strategies.
Improve tax department processes, adopt technology, and enhance the client experience.
Lead special projects and cross-functional initiatives.
Prepare client communications, technical memos, and planning documents that explain complex matters clearly.
Foster collaboration between tax and wealth teams and contribute to a positive firm culture.