Strategic Tax Practice Leader — Client-Focused & Collaborative

Cetera Financial Group; Oakland (CA); On-site; USD 116,000 - 151,000; Full time

Job summary

Cetera Financial Group in Oakland, CA is seeking a Manager, Tax Practice to lead a growing tax team. You will guide associates, collaborate with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support client goals.

The role requires CPA or EA licensure, 5–7 years in public accounting, and experience in preparing federal returns for individuals, fiduciaries, and small businesses. Strong leadership, communication, and technical skills are essential.

Qualifications

• Active CPA or EA license is required.
• Five to seven (5-7) 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).
• Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred.

Responsibilities

• Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
• Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
• Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
• Review and sign complex tax returns—individual, fiduciary, and small business with attention to accuracy and alignment with client goals
• Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
• Contribute to process improvements by identifying efficiencies and supporting the adoption of new tools and workflows
• Communicate clearly and effectively through client emails, technical memos, and planning documents
• Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

Skills

Leadership

Team player

Analytical skills

Communication

CPA/EA license

Tax knowledge

Client relationship

Time management

Education

Master's degree in taxation

MBA

Tools

Microsoft Office

Tax software

Job description

Cetera Financial Group in Oakland, CA is seeking a Manager, Tax Practice to lead a growing tax team. You will guide associates, collaborate with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support client goals.

The role requires CPA or EA licensure, 5–7 years in public accounting, and experience in preparing federal returns for individuals, fiduciaries, and small businesses. Strong leadership, communication, and technical skills are essential.