Tax Relationship Management Associate

Cetera Financial Group • Kansas City, KS

16h

About The Position

Cetera Holdings is seeking a Tax Relationship Management Associate, Tax Practice a detail-oriented and service-minded professional ready to jump into the heart of tax operations. In this role, you’ll support CPAs and senior team members by organizing documents, assisting with return processing, and helping ensure clients have a smooth and professional experience. If you’re looking to grow your career in a fast-paced, client-focused environment and want to be part of a team that values precision and collaboration, we’d love for you to come be part of our team.

Requirements

• Strong organizational and time management skills
• Excellent communication and interpersonal abilities
• Ability to exercise discretion and sound judgment in daily tasks
• Proficiency in Microsoft Office and tax workflow systems
• High attention to detail and commitment to confidentiality
• High school diploma or equivalent required; Associate’s degree preferred
• 0–2 years of experience in administrative support, client service, or tax operations
• Experience in a professional office or client-facing role preferred

Responsibilities

• Support CPAs and tax professionals by assisting with administrative tasks that keep engagements organized and on track
• Interact with clients professionally, helping collect documents, answer basic questions, and ensure a smooth service experience
• Scan, organize, and process tax documents and returns, following established procedures and maintaining confidentiality
• Assist with delivery of completed returns, including preparing e-filing packets and coordinating secure transmission of final documents
• Use discretion within defined guidelines to prioritize tasks and maintain workflow efficiency
• Maintain internal systems and records, ensuring client files, checklists, and tracking tools are accurate and up to date
• Contribute to team operations, offering feedback and ideas that support process improvements and client service
• Collaborate with tax and wealth teams, helping ensure administrative processes align with broader client goals
• Demonstrate professionalism and reliability, contributing to a positive team culture and supporting senior team members as needed

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED