Senior Tax Associate — Hybrid, Compliance & Planning

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 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.