Tax Associate

Cetera • Kansas City, MO

3h

About The Position

Cetera Holdings is seeking a Associate, Tax Practice who’s ready to kick off their career with energy and purpose. You’ll dive into real client work, learn from experienced professionals, and start building the skills that will shape your future as a trusted tax advisor. Whether you're preparing returns, exploring tax strategies, or collaborating with teammates, every day brings something new. If you're pursuing your CPA or EA and want to grow in a place that values curiosity, teamwork, and client impact—we’d love to meet you.

Requirements

• Basic understanding of federal, state, and local income tax laws
• Strong analytical and problem-solving skills
• Clear and professional communication, both written and verbal
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office and tax preparation software
• Bachelor’s degree in Accounting or related field
• 0–3 years of experience in public accounting or tax-related work
• Actively pursuing CPA or EA certification

Nice To Haves

• Master’s in Taxation preferred

Responsibilities

• Prepare federal, state, and local tax returns for individuals, trusts, estates, partnerships, and closely held businesses under the guidance of senior team members
• Assist with tax research, applying foundational knowledge to support client-specific issues and document findings for review
• Support tax planning efforts, helping identify opportunities and contributing to strategy development alongside experienced professionals
• Collaborate with clients and internal teams to gather necessary information and ensure accurate and timely filings
• Exercise professional judgment in applying tax concepts and identifying potential issues for escalation
• Participate in client meetings and internal planning sessions, gaining exposure to advisory conversations and learning from experienced team members
• Stay current on tax law changes, engaging in continuing education and leveraging firm resources to build technical expertise
• Contribute to process improvements, offering ideas and feedback that support team efficiency and client service
• Support a collaborative team culture, working closely with tax and wealth professionals to deliver integrated client solutions

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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 foster.
• 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.

What This Job Offers

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