Senior Tax Associate

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

Benefits offered by this job

Health insurance

PTO 20+ days

401(k) with company contribution

Parental leave

Health Savings Account

Employee Assistance Program

Job summary

Cetera Financial Group is seeking a Senior Tax Associate to join our tax team in Cypress, TX. This hybrid role focuses on federal and state tax return preparation, compliance, and planning, collaborating with the wealth team for holistic client solutions.

The ideal candidate has CPA/EA credentials or is pursuing them, with 3–5 years of public accounting tax experience. Strong communication and teamwork skills are essential for success in this role.

Qualifications

• Active CPA license preferred; CPA candidate acceptable; EA acceptable.

Responsibilities

• Prepare federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review tax laws to ensure compliance with regulations.
• Participate in tax planning and identify tax savings strategies for clients.
• Explain tax laws to clients and gather required information.
• Train junior Tax Associates in preparing returns and standards.
• Develop and refine processes to ensure consistent client experience and meet SLA.
• Monitor KPIs for Tax team and coach members toward goals.

Skills

Communication skills

Analytical skills

Microsoft Office

Team player

Time management

Education

CPA or EA certification

Job description

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.

About Us

ABOUT US

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 Cetera

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.

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.

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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.