Tax Practice Manager – CPA/EA Leadership

Cetera Financial Group; Indianapolis (IN); On-site; USD 123,000 - 163,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

PTO

Job summary

Cetera Financial Group in Indianapolis seeks a Manager, Tax Practice who is a CPA or Enrolled Agent with 5–7 years of public accounting experience to lead a growing tax team, collaborate with wealth advisors, and deliver strategic tax planning and compliance aligned with clients’ financial goals.

You’ll review complex returns, guide planning activities, and drive efficiency through new tools and workflows while maintaining clear client communication and a commitment to quality.

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)
• 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

Responsibilities

• 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

Technical tax knowledge

Team leadership

Client relationship management

Communication

Tax planning

Time management

Analytical thinking

Education

Master’s Degree in Taxation

MBA

Tools

Tax software

Microsoft Office

Job description

Cetera Financial Group in Indianapolis seeks a Manager, Tax Practice who is a CPA or Enrolled Agent with 5–7 years of public accounting experience to lead a growing tax team, collaborate with wealth advisors, and deliver strategic tax planning and compliance aligned with clients’ financial goals.

You’ll review complex returns, guide planning activities, and drive efficiency through new tools and workflows while maintaining clear client communication and a commitment to quality.