Senior Tax Associate
Cetera Financial Group•Leawood, KS
•Hybrid
About The Position
Join Cetera’s growing tax practice as a Senior Tax Associate, working directly with clients, tax professionals, and wealth management partners to deliver accurate tax compliance and thoughtful tax planning support. This role suits an experienced tax professional who enjoys preparing and reviewing returns, researching tax issues, working directly with clients, and contributing to tax planning opportunities.
Requirements
- Bachelor’s degree in accounting, Taxation, Finance, or a related field.
- 3–5 years of recent tax preparation experience, preferably within public accounting or a tax practice.
- Experience preparing federal individual, fiduciary, and small-business returns, including C-Corporation, S-Corporation, and partnership returns.
- Knowledge of federal and state income taxation.
- Tax research and analytical skills.
- Strong client communication skills.
- Experience with Microsoft Office and tax preparation/workflow systems.
- Ability to manage multiple deadlines while maintaining accuracy and confidentiality.
Nice To Haves
- CPA or Enrolled Agent (EA) designation, or actively pursuing CPA or EA certification.
- Experience with small-business and high-net-worth individual tax matters.
Responsibilities
- Prepare federal and state income tax returns for individuals, partnerships, corporations, trusts, and related entities.
- Review tax information and supporting documentation for accuracy, completeness, and compliance.
- Research and analyze tax matters and identify issues that may require additional review.
- Support tax-planning strategies and identify potential tax-saving opportunities.
- Communicate directly with clients to gather information, explain requirements, and resolve follow-up items.
- Prepare correspondence, memoranda, tax notices, and other client deliverables.
- Partner with tax and wealth management teams on client needs and projects.
- Stay current on changing tax laws and regulations.
- Contribute to improvements in tax processes, workflows, and client service.
- Provide technical guidance to junior Tax Associates when needed.
Benefits
- Competitive performance-based bonus with a 10% target incentive opportunity.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
