Senior Tax Associate

Cetera Financial Group; Denton (TX); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Mental health benefits

Paid time off

401(k) with company match

Parental leave

Health Savings Account

Employee Assistance Program

Pet Insurance

Job summary

Cetera Financial Group, a leading independent retail broker-dealer and RIA network, seeks a Senior Associate in Tax Practice to deepen expertise in tax compliance and planning. You will prepare complex returns, perform research, and collaborate with experienced teams to deliver client engagements with growing autonomy.

The role emphasizes CPA/EA progression, strong technical knowledge, and a client-focused, collaborative environment, supporting professional growth within a large national network.

Qualifications

• Bachelor's degree in accounting or related field; master's in taxation preferred.
• 2–4 years of public accounting experience with a focus on tax compliance and planning.
• Actively pursuing CPA or EA certification.
• Strong understanding of federal, state, and local income tax laws.
• Excellent analytical and problem-solving skills.
• Clear and professional communication, both written and verbal.

Responsibilities

• Prepare and review complex federal, state, and local tax returns for individuals, trusts, estates, partnerships, and closely held businesses.
• Conduct tax research and analysis, applying specialized knowledge to resolve client-specific issues and document findings clearly.
• Assist in developing tax planning strategies, identifying opportunities to minimize liabilities and support broader financial goals.
• Collaborate with clients and internal teams to gather information, clarify details, and ensure accurate and timely filings.
• Exercise independent judgment in identifying potential tax issues, proposing solutions, and communicating findings to managers.
• Participate in client meetings, offering technical insight and helping address questions related to compliance and planning.
• Stay current on tax law changes, leveraging continuing education and firm resources to maintain expertise and support advisory work.
• Contribute to process improvements, offering suggestions that enhance efficiency, accuracy, and client service.
• Support a collaborative team culture, working closely with tax and wealth professionals to deliver integrated client solutions.

Skills

Tax compliance

Tax planning

Tax research

Communication

Analytical skills

Education

Bachelor's degree in accounting

Master's in taxation

Tools

Microsoft Office

Tax preparation software

Job description

Cetera Holdings is seeking a Senior Associate, Tax Practice a motivated and detail-oriented professional who’s ready to deepen their expertise in tax compliance and planning. In this role, you’ll work closely with experienced team members to prepare complex returns, conduct tax research, and contribute to client engagements with growing autonomy. If you’re pursuing your CPA or EA and looking to expand your impact in a collaborative, client-focused environment, we’d love to connect.

What will you do:

• Prepare and review complex federal, state, and local tax returns for individuals, trusts, estates, partnerships, and closely held businesses
• Conduct tax research and analysis, applying specialized knowledge to resolve client-specific issues and document findings clearly
• Assist in developing tax planning strategies, identifying opportunities to minimize liabilities and support broader financial goals
• Collaborate with clients and internal teams to gather information, clarify details, and ensure accurate and timely filings
• Exercise independent judgment in identifying potential tax issues, proposing solutions, and communicating findings to managers
• Participate in client meetings, offering technical insight and helping address questions related to compliance and planning
• Stay current on tax law changes, leveraging continuing education and firm resources to maintain expertise and support advisory work
• Contribute to process improvements, offering suggestions that enhance efficiency, accuracy, and client service
• Support a collaborative team culture, working closely with tax and wealth professionals to deliver integrated client solutions

What you will have:

• Bachelor’s degree in accounting or related field; master’s in taxation preferred
• 2–4 years of experience in public accounting with a focus on tax compliance and planning
• Actively pursuing CPA or EA certification
• Strong understanding of federal, state, and local income tax laws
• Excellent analytical and problem-solving skills
• Clear and professional communication, both written and verbal
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office and tax preparation software

#LI-Hybrid

About Us

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 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.