Associate Tax Manager

Cetera Financial Group; Chesterfield (MO); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Health Insurance

Mental Health Benefits

PTO & Holidays

401(k) Match

Parental Leave

HSA/FSA

EAP/LifeLock

Caregiver Leave

Job summary

Cetera Financial Group is seeking an Associate Tax Manager to prepare and review returns, partnering with wealth advisors, and delivering thoughtful tax strategies that support clients’ broader financial goals.

This role emphasizes collaboration, accuracy, and client impact within Cetera Planning Partners as part of a growing tax offering.

Qualifications

• Active CPA or EA license required.
• 5+ years in public accounting with federal returns focus (individual, fiduciary, small business).
• Ability to deliver quality work under tight timeframes.
• Excellent communication; strong teamwork.
• Strong analytical skills; proficient in Microsoft Office.
• Experience with tax software.

Responsibilities

• Provide technical expertise to support collaborative problem-solving across engagements.
• Partner with wealth advisors to implement tax strategies aligning with client plans.
• Build strong client relationships through reliable tax advice and planning.
• Review and sign tax returns for individuals, fiduciaries, and small businesses.
• Coordinate tax planning activities, including estimates, projections, and year-end strategy.
• Identify process improvements and contribute to new tools/workflows.
• Communicate clearly via client emails, memos, and planning documents.
• Foster collaboration between tax and wealth teams through open communication.

Skills

CPA/EA license

Public accounting

Communication

Analytical skills

Microsoft Office

Tax software

Education

Master’s Degree in Taxation

MBA

Tools

Tax Software

Job description

Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax Manager (experienced CPA or Enrolled Agent) who thrives on collaboration, precision, and client impact. In this role, you’ll contribute directly to our growing tax offering by preparing and reviewing returns, partnering with wealth advisors, and delivering thoughtful tax strategies that support our clients’ broader financial goals. If you're ready to bring insight, care, and expertise to a team that values connection and innovation, we’d love to connect.

Core Responsibilities

• Contribute technical expertise to the tax team by supporting collaborative problem-solving and sharing insights across engagements
• 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 being a consistent point of contact for planning and compliance needs
• Review and sign tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
• Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
• Support process improvements by identifying efficiencies and contributing to the adoption of new tools and workflows
• Communicate clearly and effectively through client emails, technical memos, and planning documents
• Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

Required Qualifications

• Active CPA or EA license is required
• At least 5 years of recent experience in public accounting, with a focus on preparing federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships)
• 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
• Experience in tax software

Preferred Qualifications

• A Master’s Degree in Taxation or MBA is preferred

What We Give You In Return

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Us

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 Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.