Cetera Financial Group · 2 months ago
Tax Support Associate
Saline, MI, United States
Full-time
Hybrid
New Grad, Entry Level
$18.75/hr - $23.55/hr
0+ years expCetera Financial Group is seeking a Tax Support Associate, 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 ensuring clients have a smooth and professional experience.
AdviceFinancial ServicesRetailRetirementWealth Management
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
Greet clients and visitors warmly, manage check-ins, and notify team members of arrivals
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
Qualification
Required
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
0–2 years of experience in administrative support, client service, or tax operations
Preferred
Associate's degree
Experience in a professional office or client-facing role
Benefits
Competitive performance-based compensation package
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