Tax Practice Leader - Client-Focused Planning & Compliance

Cetera Financial Group; Danville (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based bonus

Job summary

Cetera Financial Group seeks a Manager, Tax Practice to lead our tax team and collaborate with wealth advisors. You will guide tax planning and compliance for individuals, fiduciaries, and small businesses, and help shape client-centered tax strategies.

A CPA or EA is required, with 5–7 years in public accounting and a preferred master’s in taxation or MBA. The role emphasizes leadership, training, and adopting new tools, with a focus on accurate returns and strategic planning that aligns with

Qualifications

• Five to seven years of recent experience in public accounting, focusing on federal individual, fiduciary, and small business tax returns.
• Management experience in a CPA or tax practice, with ability to grow and develop associates.
• Active CPA or EA license is required.
• A master’s degree in taxation or MBA is preferred.

Responsibilities

• Support and manage tax team members by sharing technical expertise and training.
• Work with wealth advisors to implement tax strategies aligning with client plans.
• Build strong client relationships through reliable tax advice and planning.
• Review and sign complex returns—individual, fiduciary, and small business.
• Coordinate tax planning activities including quarterly estimates, projections, and year-end strategies.
• Contribute to process improvements by identifying efficiencies and adopting new tools/workflows.
• Communicate clearly through client emails, memos, and planning documents.
• Promote collaboration between tax and wealth teams with open communication.

Skills

Analytical skills

Communication

Team leadership

Collaboration

Education

CPA or EA license

Master's in Taxation or MBA (preferred)

Tools

Microsoft Office

Tax software

Job description

Cetera Financial Group seeks a Manager, Tax Practice to lead our tax team and collaborate with wealth advisors. You will guide tax planning and compliance for individuals, fiduciaries, and small businesses, and help shape client-centered tax strategies.

A CPA or EA is required, with 5–7 years in public accounting and a preferred master’s in taxation or MBA. The role emphasizes leadership, training, and adopting new tools, with a focus on accurate returns and strategic planning that aligns with