Tax Manager

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

Job summary

Cetera Financial Group Inc. is seeking a senior tax professional in Oakland, CA to lead and develop a tax team within our wealth-management framework.

You will sign complex federal returns for individuals, fiduciaries, and small businesses and partner with wealth advisors on integrated tax planning. A CPA or EA license is required and a Master’s in taxation or MBA is preferred; 5–7 years in public accounting is expected.

Qualifications

• Must be able to deliver quality work under tight timeframes.
• Excellent communication skills; must be a team player.
• Strong analytical skills.
• Proficient in Microsoft Office.
• Experience in tax software.
• Active CPA or EA license required.
• Master’s degree in taxation or MBA preferred.
• 5–7 years of recent public accounting experience focusing on federal individual, fiduciary, and small business tax returns (C-Corp, S-Corp, Partnerships).
• Management experience in a CPA or tax practice; developing 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

CPA/EA license

Team leadership

Tax planning

Microsoft Office

Tax software

Analytical skills

Education

Master’s degree in taxation or MBA

Job description

What you will do:

• 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.

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