Tax Manager

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

Job summary

Cetera Financial Group is seeking an experienced Senior Tax professional in California to lead tax operations, ensuring accurate returns for individuals, fiduciaries, and small businesses. You will guide planning activities, mentor staff, and collaborate with wealth advisors to align tax strategies with overall client plans.

The role emphasizes cross-team collaboration, high-quality deliverables, and proactive tax planning in a fast-paced environment.

Qualifications

• Ability to work and deliver high-quality results under tight deadlines.
• Excellent communication skills; must be a collaborative team player.
• Strong analytical skills to interpret complex tax scenarios.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint).
• Experience with tax software and tax compliance workflows.
• Active CPA or EA license is required.
• Master's in taxation or MBA preferred.
• 5–7 years in public accounting focused on federal returns for individuals, fiduciaries, and small business (C-Corp, S-Corp, Partnerships).
• Management experience in a CPA or tax practice with mentoring/leading associates preferred.

Responsibilities

• Support and manage tax team members, sharing expertise and training.
• Collaborate with wealth advisors to implement tax strategies aligned with client plans.
• Build strong client relationships and act as a reliable planning and compliance contact.
• Review and sign complex tax returns for individuals, fiduciaries, and small businesses.
• Coordinate tax planning activities, including quarterly estimates and year-end strategies.
• Identify efficiencies and support adoption of new tools and workflows.
• Communicate clearly via client emails, memos, and planning documents.
• Foster collaboration between tax and wealth teams for shared client understanding.

Skills

Excellent communication

Strong analytical skills

Ability to work under tight timeframes

Team player

Education

Master's degree in taxation or MBA

CPA or EA license

Tools

Tax software

Microsoft Office

Job description

• 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

Job Description

• 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

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
• Experience in tax software
• Active CPA or EA license is required
• A master's degree in taxation or MBA is preferred
• 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

The base annual salary range for this role is $116,000 - $151,000 , plus, a competitive performance-based bonus.Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.