Manager, Tax Practice

Job Description

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Manager who is a talented Tax Planner / Preparer (CPA or Enrolled Agent) with strong leadership values and a client-centric mindset, who will contribute to the growth and direction of our dynamic tax team. You will work alongside our national tax team to develop and scale our domestic tax preparation, compliance, and tax planning offering while partnering with our wealth team with the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependency between these two complementary service lines. This will be a hybrid role in our Denton, TX office location.

What you will be doing :

• Preparation of Federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review and analysis of tax laws and regulations to ensure compliance with government regulations.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Assist with identifying and implementing tax savings strategies for clients.
• Communicate with clients to gather necessary information and to explain tax laws and regulations.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
• Train junior tax associates in preparing tax returns for clients based on accepted company standards.
• Ensure tax associates are completing required continuing education, as required, based on designations and certifications
• Conduct oversight on tax work conducted by Tax Associates to ensure work product meets professional and ethical standards
• Revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined service levels.
• Monitor Key Performance Indicators for tax business and coach team members to greater achievement.
• Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
• Continuous learning to keep up to date with changes in tax laws and regulations.
• Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.
• Other job duties as defined

What you will need to have :

What would be nice to have :

Travel Requirements : Some travel could be required.

Compensation : The base annual salary range for this role is $105,000.00 - $168,000.00,plus a 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.

#LI-Hybrid

About Us

What we give you in return :

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :

About Cetera Financial Group :

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.