Hybrid Senior Tax Associate - CPA/EA Path

Cetera Financial Group Inc; Cypress (TX); Hybrid; USD 69,000 - 94,000; Full time

Job summary

Cetera Financial Group is seeking a Senior Tax Associate to join our hybrid Cypress, TX team. You will prepare federal and state returns for individuals and entities, support tax planning, and work with the wealth team to deliver holistic client solutions.

The role emphasizes collaboration, coaching juniors, and maintaining high standards amid tight deadlines. The position requires 3–5 years of tax return experience in public accounting, strong communication, and MS Office proficiency.

Qualifications

• Ability to work under tight timeframes.
• Excellent communication skills and teamwork.
• Strong analytical abilities.
• Proficiency in Microsoft Office.

Responsibilities

• Prepare federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review tax laws and regulations to ensure compliance.
• Assist with tax planning and identifying savings strategies.
• Communicate with clients to gather information and explain tax rules.
• Train junior Tax Associates on standard procedures.
• Develop and revise processes to ensure a consistent client experience.

Skills

Excellent communication

Team player

Strong analytical skills

Education

CPA license preferred or CPA candidate/EA acceptable

3-5 years tax returns in public accounting

Tools

Microsoft Office

Job description

Cetera Financial Group is seeking a Senior Tax Associate to join our hybrid Cypress, TX team. You will prepare federal and state returns for individuals and entities, support tax planning, and work with the wealth team to deliver holistic client solutions.

The role emphasizes collaboration, coaching juniors, and maintaining high standards amid tight deadlines. The position requires 3–5 years of tax return experience in public accounting, strong communication, and MS Office proficiency.