Senior Tax Associate

Join Cetera’s growing tax practice as a Senior Tax Associate, where you’ll work directly with clients, tax professionals, and wealth management partners to deliver accurate tax compliance and thoughtful tax planning support.

This position is a great fit for an experienced tax professional who enjoys preparing and reviewing returns, researching tax issues, working directly with clients, and contributing to tax planning opportunities.

What You'll Do

• Prepare federal and state income tax returns for individuals, partnerships, corporations, trusts, and related entities
• Review tax information and supporting documentation for accuracy, completeness, and compliance
• Research and analyze tax matters and identify issues that may require additional review
• Support tax-planning strategies and identify potential tax-saving opportunities
• Communicate directly with clients to gather information, explain requirements, and resolve follow-up items
• Prepare correspondence, memoranda, tax notices, and other client deliverables
• Partner with tax and wealth management teams on client needs and projects
• Stay current on changing tax laws and regulations
• Contribute to improvements in tax processes, workflows, and client service
• Provide technical guidance to junior Tax Associates when needed

What You'll Need

• Bachelor’s degree in accounting, Taxation, Finance, or a related field
• 3–5 years of recent tax preparation experience, preferably within public accounting or a tax practice
• Experience preparing federal individual, fiduciary, and small-business returns, including C-Corporation, S-Corporation, and partnership returns
• Knowledge of federal and state income taxation
• Tax research and analytical skills
• Strong client communication skills
• Experience with Microsoft Office and tax preparation/workflow systems
• Ability to manage multiple deadlines while maintaining accuracy and confidentiality

Preferred

• CPA or Enrolled Agent (EA) designation, or actively pursuing CPA or EA certification
• Experience with small-business and high-net-worth individual tax matters

The base annual salary range for this role is $59,000 to $90,000, plus a competitive performance-based bonus with a 10% target incentive opportunity. 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 due to geography and cost-of-labor considerations.