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Cetera Financial Group

Platform and services for independent advisors

Senior Manager, Tax

Tax AccountingConfirmed live in the last 24 hours
Full-timeDanville, CA, USAHybrid

About the Job

Requirements

  • The role requires the ability to deliver quality work under tight timeframes.
  • The role requires proficiency in Microsoft Office.
  • The role requires experience with tax software.
  • An active Certified Public Accountant or Enrolled Agent license is required.
  • The role requires five to seven years of recent public accounting experience focused on preparing federal individual, fiduciary, and small business tax returns, including C-Corporations, S-Corporations, and partnerships.

Responsibilities

  • Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment.
  • Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans.
  • Build strong client relationships by providing reliable tax advice and serving as a consistent point of contact for planning and compliance needs.
  • Review and sign complex individual, fiduciary, and small business tax returns, ensuring accuracy and alignment with client goals.
  • Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies.
  • Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows.
  • Communicate through client emails, technical memos, and planning documents.
  • Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding.

Desired Qualifications

  • A master’s degree in taxation or an MBA is preferred.
  • Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates, is preferred.

About the Company

Cetera Financial Group

Platform and services for independent advisors

Cetera Financial Group runs a network of independent retail financial advisory firms and supports them with technology, marketing, compliance, and access to a wide range of investment products. Advisors use Cetera’s tools to manage client relationships, execute trades, and stay compliant, while Cetera earns fees and commissions from the products and services sold through the network. The platform differentiates itself by focusing on independent advisors and financial institutions, offering a broad, flexible set of resources and strategic partnerships that extend beyond captive channels. Its goal is to help independent advisors grow their practices and deliver strong outcomes for clients within a trusted partner network.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1981

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