Senior Tax Associate

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 is seeking a Senior Tax Associate - who is a talented Tax Preparer (Preferred: CPA or Enrolled Agent, or candidate for either) with strong values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. You will work alongside our local tax team to develop and scale our domestic tax preparation, compliance, and tax planning offering while partnering with our wealth team with the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependence between these two complementary service lines. This is a hybrid position that will report to the Cypress, TX office location.

What will you do:

• 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 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 Planning Partner FPCs and FSAs to identify Wealth Management opportunities.
• Other job duties as defined.

What you need to have:

• 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

What is nice to have:

• Experience with small businesses & high net worth individuals
• High volume tax preparation and customer facing professionalism
• Good knowledge of technology & systems used by accounting firms

Travel Requirements:

Up to (5%)

Compensation:

The base salary range for this role is $69,000 - $94,000, plus a competitive performance-based bonus. Base salary is determined by a variety of factors, including, but not limited to, skills, experience, education, certifications, and location. Salary ranges may vary based on geographic location and market considerations.

#LI-Hybrid