Tax Manager

Do you enjoy helping clients connect tax strategy to their broader financial goals? Are you an experienced CPA or Enrolled Agent ready to move beyond the traditional public accounting model and focus more on proactive advice, client relationships, and team development?

Then you could be a great fit for Cetera’s Tax Manager role; where you’ll collaborate with wealth professionals and help lead a growing tax practice!

OUR CLIENT:
Cetera Financial Group is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

THE ROLE:
As a Tax Manager you'll help guide and develop tax team members, collaborate with wealth advisors, and provide thoughtful tax planning and compliance strategies that support clients' broader financial goals.

COMPENSATION:

• Base salary range of $110,000-$140,000, based on commensurate experience, skill set, and education
• Competitive performance-based bonus opportunities.

KEY RESPONSIBILITIES:

• Serve as a trusted tax resource for clients, providing proactive guidance around tax planning, strategy, and compliance.
• Partner with wealth advisors to develop and implement tax strategies that complement clients' broader financial plans.
• Build strong client relationships and serve as a consistent point of contact for tax planning and compliance needs.
• Review and sign complex individual, fiduciary, and small business tax returns, including C Corporations, S Corporations, and Partnerships.
• Coordinate tax planning activities, including quarterly estimates, projections, and year-end strategies.
• Support and develop tax team members by sharing technical expertise, providing training, and encouraging a collaborative learning environment.
• Identify opportunities to improve processes, tools, and workflows across the tax practice.
• Clearly communicate complex tax concepts through client conversations, emails, technical memos, and planning documents.
• Strengthen collaboration between the tax and wealth management teams to create a more connected client experience.

IDEAL QUALIFICATIONS:
Success in this role takes someone who is technically strong in tax, comfortable leading others, and energized by working directly with clients and advisors.

• Master's degree in Accounting or an MBA is preferred.
• Active CPA or Enrolled Agent (EA) license required.
• 5-7 years of recent public accounting experience, with a strong tax background.
• Experience preparing and reviewing federal individual, fiduciary, and small business tax returns, including C Corporations, S Corporations, and Partnerships.
• Management experience within a CPA or tax practice, including experience developing and supporting associates, is preferred.
• Comfortable working directly with clients and explaining complex tax concepts in an approachable, easy-to-understand way.
• Experience collaborating with high-net-worth individuals, families, business owners, and/or financial advisors is a plus.
• Experience with tax software and proficiency with Microsoft Office.
• Collaborative, team-first mindset with an interest in becoming a trusted advisor rather than focusing solely on tax preparation and compliance.

Many of our clients utilize E-Verify as part of their employment process. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States

PURPLE INK OPERATES AS AN EQUAL OPPORTUNITY EMPLOYER

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