Senior Manager, Tax

Cetera•Danville, CA

4d•$170,000 - $205,000•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, Tax Practice will lead and develop a growing team, collaborate with wealth advisors to deliver integrated tax and financial planning strategies, 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 departmental processes and technology; and contributing to firm-wide initiatives. The position also involves communicating complex tax matters clearly and fostering collaboration between the tax and wealth teams. The role is based in Baytown, Texas. The base salary range is $170,000–$205,000, plus a performance-based bonus. Salary depends on factors including skills, experience, certifications, and location.

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 grow and 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 provide 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, focusing on accuracy, strategy, and client value.
Coordinate tax planning activities, including quarterly estimates, projections, and year-end strategies.
Improve tax department processes, use of technology, efficiency, and client experience.
Lead special projects and cross-functional initiatives contributing to firm-wide efforts.
Prepare clear client communications, technical memos, and planning documents.
Foster collaboration between tax and wealth teams and contribute to a supportive firm culture.