Cetera Financial Group · 5 months ago
Manager, Tax Practice
Denton, TX, United States
Full-time
Hybrid
Senior Level
$105K/yr - $168K/yr
7+ years expAvantax, Inc. is a community within Cetera Holdings seeking a Tax Manager with strong leadership values and a client-centric mindset. The role involves preparing tax returns, ensuring compliance with regulations, and training junior associates while contributing to the growth of the tax team and providing comprehensive solutions for clients.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Preparation of Federal and state income tax returns for individuals, partnerships, corporations, and trusts
Review and analysis of tax laws and regulations to ensure compliance with government regulations
Apply functional knowledge to understand potential tax issues and participate in tax planning
Assist with identifying and implementing tax savings strategies for clients
Communicate with clients to gather necessary information and to explain tax laws and regulations
Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects
Train junior tax associates in preparing tax returns for clients based on accepted company standards
Ensure tax associates are completing required continuing education, as required, based on designations and certifications
Conduct oversight on tax work conducted by Tax Associates to ensure work product meets professional and ethical standards
Revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined service levels
Monitor Key Performance Indicators for tax business and coach team members to greater achievement
Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed
Continuous learning to keep up to date with changes in tax laws and regulations
Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities
Other job duties as defined
Qualification
Required
A Bachelor's Degree in Accounting or business-related field
7+ years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns
Experience preparing complex tax returns (individual, trust, partnerships and corporations)
Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture
Broad knowledge of state taxes including income, franchise, and transactional tax
Ability to work and deliver quality products under tight tax deadlines
Desire to grow as a tax professional
Preferred
Active CPA license is preferred, but Enrolled Agents will be considered
A Master's Degree in Taxation or MBA is preferred
Excellent communication skills
Must be a team player
Strong analytical skills
Proficient in Microsoft Office Suite
Benefits
Performance-based bonus
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Tom Gooley
Chief Operating Officer
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase