Senior Manager, Tax Practice

Cetera Financial Group; Baytown (TX); On-site; USD 170,000 - 205,000; Full time

Benefits offered by this job

Health insurance

PTO & holidays

401(k) plan

Parental leave

Job summary

Cetera Financial Group in Baytown, TX seeks a Senior Manager, Tax Practice to lead a growing tax team and partner with wealth advisors to deliver integrated tax strategies. This role focuses on mentoring, client relationships, and high-quality tax work in a dynamic, collaborative environment.

The ideal candidate holds an active CPA license with 5–10 years in public accounting and 2+ years in tax management, capable of delivering strategic tax solutions for individuals, fiduciaries, and small

Qualifications

• Active CPA license required.
• Master’s Degree in Taxation or MBA preferred.
• Five to ten years of recent public accounting tax experience.
• Two or more years of management experience in a CPA or tax practice.
• Ability to deliver high quality work under tight timeframes.

Responsibilities

• Lead and mentor a team of tax professionals by providing mentorship and guidance.
• Collaborate with wealth advisors to deliver integrated tax and financial planning strategies.
• Engage directly with clients, providing proactive tax advice.
• Review and sign complex tax returns (individual, fiduciary, small business).
• Coordinate tax planning activities including quarterly estimates and year-end strategies.
• Drive efficiency by improving tax department processes and leveraging technology.

Skills

Mentoring

Leadership

Tax planning

Client communication

Analytical skills

Microsoft Office

Education

Master’s Degree in Taxation

Tools

Microsoft Office

Job description

Job Description

This is a unique opportunity within Cetera Holdings, is seeking a

Job Description

This is a unique opportunity within Cetera Holdings, is seeking a Senior Manager, Tax Practice a strategic thinker and experienced CPA or Enrolled Agent who’s passionate about mentoring others and making a real difference for clients. In this role, you’ll help shape the future of our tax offering by leading a growing team, partnering closely with our wealth advisors, and delivering integrated tax strategies that elevate the client experience. If you’re ready to bring leadership, insight, and heart to a firm that values collaboration and innovation, we’d love to meet you.

What You Will Do

• Lead and inspire a team of tax professionals by providing mentorship, technical guidance, and opportunities for growth
• Collaborate closely with wealth advisors to deliver integrated tax and financial planning strategies that truly serve the client’s full picture
• Engage directly with clients, offering proactive tax advice that supports their long‑term goals and builds lasting relationships
• Review and sign complex tax returns—individual, fiduciary, and small business—with a focus on accuracy, strategy, and client value
• Coordinate tax planning activities, including quarterly estimates, projections, and year‑end strategies, ensuring clients stay ahead of surprises
• Drive innovation and efficiency within the tax department by improving processes, embracing technology, and enhancing the client experience
• Lead special projects and cross‑functional initiatives, contributing your expertise to firm‑wide efforts that elevate service and impact
• Translate complexity into clarity by crafting thoughtful client communications, technical memos, and planning documents
• Be a culture builder, fostering collaboration between tax and wealth teams and helping shape a firm where people and clients thrive

What You Need To Have

• Active CPA license is required
• A Master’s Degree in Taxation or MBA is preferred
• Five to Ten (5-10) 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)
• Two (2) or more years of management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates
• 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

Travel Requirements

Up to 5%

Compensation

The base salary range for this role in Baytown, TX is $170,000 - $205,000, plus a competitive performance‑based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

About Us

Cetera Financial Group ® (Cetera) 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 is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

ABOUT US

Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

What We Give You In Return

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:

• 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 our 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 Cetera

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

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.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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