Tax Director

Cetera Financial Group; Dallas (TX); On-site; USD 184,000 - 244,000; Full time

Job summary

Cetera Financial Group is seeking a Tax Director to oversee tax practices for small businesses and individuals. The ideal candidate will possess extensive tax experience, leadership skills, and the ability to drive strategic growth within our tax services. This dynamic role requires expertise in tax compliance, business operations, and team development, making it crucial for fostering a high-performing culture and improving client solutions.

Benefits

Health, dental, and vision insurance

20+ days of paid time off (PTO)

401(k) Savings plan with company contribution

Paid parental leave

Employee Assistance Program (EAP)

Qualifications

• Minimum of 10 years of progressive tax experience with at least 5 years in a leadership role.
• Strong understanding of current tax laws and regulatory requirements.
• Proven track record in managing and developing a tax team.

Responsibilities

• Manage and develop a team of tax professionals.
• Ensure compliance with federal, state, and local regulations.
• Collaborate across the Cetera organization to enhance tax service offerings.

Skills

Leadership

Tax Compliance

Strategic Growth

Team Management

Client Relationship Management

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

Tax Software

Microsoft Office Suite

Job description

Join to apply for the Tax Director role at Cetera Financial Group

1 week ago Be among the first 25 applicants

Join to apply for the Tax Director role at Cetera Financial Group

Cetera Financial Group provided pay range

This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$184,000.00/yr - $244,000.00/yr

Direct message the job poster from Cetera Financial Group

Talent Acquisitions Leader & HR Professional | Performance Coach | HR Strategic Planning | Implementation & Operations | Executive Marketing…

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Director, Tax Practice who will be responsible for managing tax practices in various locations which focus on tax planning, preparation, and compliance for small businesses and individuals. Avantax is a wealth management business which partners with CPAs, EAs, and Tax Professionals for the purposes of providing their tax and accounting clients with wealth management advice As such, this role requires expertise in tax business operations, strategic growth, tax compliance and planning, and team leadership skills to guide a team of tax professionals towards the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependency between these two complementary service lines.

The ideal candidate will be a seasoned tax leader with a proven track record in scaling tax practices, optimizing operational efficiencies, and ensuring regulatory compliance while fostering a collaborative, high-performing culture. CPA license in strongly preferre

d.

What you will

do:
Strategic Leadership & Business G

• rowthManage and develop a team of tax professionals and work collaboratively across the Cetera organization to build out and scale the tax services offering within Ce
• tera.Develop and execute a strategic roadmap for tax practice growth and integration within Ava
• ntax.Create collaboration between wealth advisory and tax practices to identify opportunities for the clients and the
• Firm.Liaise between local practice offices and internal corporate departments to ensure the team is equipped to meet client needs and adheres with internal compliance and repor
• ting.Participate in firm-wide initiatives and contribute to the overall growth and success of the

firm.
Collaboration with Firm Leade

• rship:Work with Firm leadership on the execution of the strategy for the tax pr
• acticeManage IT and Service platforms across all acquired tax prac
• tices.Collaborate with Corporate Development and Integrations on acquisitions of the tax practices, including due diligence, planning, and post-acquisition integr
• opment:Manage and develop the team of tax professionals at all
• levels.Foster a collaborative and high-performing culture within the tax department across all loc
• ations.Provide ongoing training and support to ensure team stays current with evolving ta

x laws.
Operational Excellence & Com

• pliance:Ensure processes for all tax filings and advice comply with applicable federal, state, and local regu
• lations.Ensure the accuracy of all tax filings and work products before sub
• mission.Implement standardized processes across practices to maintain accuracy, efficiency and com
• pliance.Continuously evaluate and mitigate tax-related risks to protect clients and t
• he firm.Uphold ethical standards and industry best practices in all tax-related
• matters.Ensure teams stay current with the latest changes in tax laws and regulations and ensure the firm’s compliance with these updates as well as adherence to overall firm policies and pr

actices.
Industry Representation & Le

• adership:Represent the firm at industry events, conferences, and seminars as necessary to grow the visibility and reputation of the Avantax Solutions brand in the tax c
• ommunity.Build strong external relationships with industry peers, regulatory bodies and key stak

eholders.
What you nee

• d to have:Bachelor’s degree in Accounting, Finance, or rela
• ted field.Minimum of 10 years of progressive tax experience in public accounting, with at least 5 years in a leader
• ship role.Proven track record in managing and developing a
• tax team.Strong understanding of current tax laws and practice regulatory req
• uirements.Expertise in tax software and Microsoft Off
• ice Suite.Ability to build and maintain strong client rela
• tionships.Excellent communication, interpersonal, and leadersh
• ip skills.Highly organized, with the ability to manage multiple priorities and deadlines ef

fectively.
What is ni

• ce to have:CPA license is strongly

preferred.
C

ompensation:The salary range for this role is $184000 - $244,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor con

sideratio

ns.
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 pac

• kage including:
  Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect a
• gainst 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 th
• eir 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 thei
• r working years.Paid parental leave to support all team members with birth, adopt
• ion, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, comm
• uting, and more.Employee Assistance Program (EAP), LifeLock, Pet Ins

urance and more.About Cetera

Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks a

nd credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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 innov

ative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Fina

ncial Specialists.
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 the 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 pro

cess is appreciated.

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

rposes for collection.

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Director, Tax Practice who will be responsible for managing tax practices in various locations which focus on tax planning, preparation, and compliance for small businesses and individuals. Avantax is a wealth management business which partners with CPAs, EAs, and Tax Professionals for the purposes of providing their tax and accounting clients with wealth management advice As such, this role requires expertise in tax business operations, strategic growth, tax compliance and planning, and team leadership skills to guide a team of tax professionals towards the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependency between these two complementary service lines.

The ideal candidate will be a seasoned tax leader with a proven track record in scaling tax practices, optimizing operational efficiencies, and ensuring regulatory compliance while fostering a collaborative, high-performing culture. CPA license in strongly preferre

d.

What you will

do:
Strategic Leadership & Business G

• rowthManage and develop a team of tax professionals and work collaboratively across the Cetera organization to build out and scale the tax services offering within Ce
• tera.Develop and execute a strategic roadmap for tax practice growth and integration within Ava
• ntax.Create collaboration between wealth advisory and tax practices to identify opportunities for the clients and the
• Firm.Liaise between local practice offices and internal corporate departments to ensure the team is equipped to meet client needs and adheres with internal compliance and repor
• ting.Participate in firm-wide initiatives and contribute to the overall growth and success of the

firm.
Collaboration with Firm Leade

• rship:Work with Firm leadership on the execution of the strategy for the tax pr
• acticeManage IT and Service platforms across all acquired tax prac
• tices.Collaborate with Corporate Development and Integrations on acquisitions of the tax practices, including due diligence, planning, and post-acquisition integr

ation.
Team Leadership & Devel

• opment:Manage and develop the team of tax professionals at all
• levels.Foster a collaborative and high-performing culture within the tax department across all loc
• ations.Provide ongoing training and support to ensure team stays current with evolving ta

x laws.
Operational Excellence & Com

• pliance:Ensure processes for all tax filings and advice comply with applicable federal, state, and local regu
• lations.Ensure the accuracy of all tax filings and work products before sub
• mission.Implement standardized processes across practices to maintain accuracy, efficiency and com
• pliance.Continuously evaluate and mitigate tax-related risks to protect clients and t
• he firm.Uphold ethical standards and industry best practices in all tax-related
• matters.Ensure teams stay current with the latest changes in tax laws and regulations and ensure the firm’s compliance with these updates as well as adherence to overall firm policies and pr

actices.
Industry Representation & Le

• adership:Represent the firm at industry events, conferences, and seminars as necessary to grow the visibility and reputation of the Avantax Solutions brand in the tax c
• ommunity.Build strong external relationships with industry peers, regulatory bodies and key stak

eholders.
What you nee

• d to have:Bachelor’s degree in Accounting, Finance, or rela
• ted field.Minimum of 10 years of progressive tax experience in public accounting, with at least 5 years in a leader
• ship role.Proven track record in managing and developing a
• tax team.Strong understanding of current tax laws and practice regulatory req
• uirements.Expertise in tax software and Microsoft Off
• ice Suite.Ability to build and maintain strong client rela
• tionships.Excellent communication, interpersonal, and leadersh
• ip skills.Highly organized, with the ability to manage multiple priorities and deadlines ef

fectively.
What is ni

• ce to have:CPA license is strongly

preferred.
C

ompensation:The salary range for this role is $184000 - $244,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor con

sideratio

ns.
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 pac

• kage including:
  Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect a
• gainst 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 th
• eir 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 thei
• r working years.Paid parental leave to support all team members with birth, adopt
• ion, and foster.Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, comm
• uting, and more.Employee Assistance Program (EAP), LifeLock, Pet Ins

urance and more.About Cetera

Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks a

nd credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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 innov

ative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Fina

ncial Specialists.
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 the 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 pro

cess is appreciated.

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

rposes for collection.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Training

Referrals increase your chances of interviewing at Cetera Financial Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Get notified when a new job is posted.

Sign in to set job alerts for “Tax Director” roles.

Dallas, TX $135,000.00-$235,000.00 4 days ago

Tax, Fund Tax Oversight, Vice President, Dallas

Dallas, TX $175,000.00-$200,000.00 4 weeks ago

Plano, TX $117,810.00-$168,300.00 6 days ago

Tax Director - Mergers & Acquisitions (Private Equity)

Dallas, TX $120,000.00-$300,000.00 4 days ago

Dallas-Fort Worth Metroplex $150,000.00-$300,000.00 1 day ago

Program Director International Tax Accounting - Irving

SALT Managing Director, Credits and Incentives

Dallas, TX $157,500.00-$420,000.00 2 weeks ago

Dallas, TX $150,000.00-$200,000.00 2 weeks ago

Director of Sales - B2B / Investment Banking

Strategy& Deals Private Equity Value Creation (PEVC) TMT Director

Business Development Director – Business & Professional Services

Dallas, TX $100,000.00-$300,000.00 3 days ago

Associate Director - Marketing & Business Development

Sustainability - Capital Project and Infrastructure Director

Dallas, TX $148,000.00-$317,000.00 6 days ago

Tax Manager - Financial Services Organization - Financial Instruments Tax Solutions

Dallas, TX $102,600.00-$188,000.00 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.