Cetera Financial Group ยท 3 months ago
Tax Professional
Denton, TX, United States
Full-time
Hybrid
Mid, Senior Level
3+ years expCetera Financial Group is a part of Cetera Holdings, looking for a Tax Professional to join their dynamic tax team. The role involves preparing tax returns, ensuring compliance with tax laws, and developing tax strategies while collaborating with the wealth management team.
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
Develop and revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined SLA
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
Client Bookkeeping and payroll 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
Ability to work and deliver the quality product under tight timeframes
Excellent communication skills must be a team player
Strong analytical skills
Proficiency in Microsoft Office
Active CPA license is preferred, but CPA candidate obtaining their license would be acceptable, EA would also be acceptable
3-5 recent years of experience preparing federal individual, fiduciary and small business (Corporate; S-Corp; Partnerships) tax returns in the public accounting industry
Preferred
CPA or Enrolled Agent, or candidate for either
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
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-07
2026-01-07
2025-12-27
Company data provided by crunchbase