Job Details

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Senior Manager, Tax Practice who is a talented CPA (Certified Public Accountant) with strong leadership values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.

What you will do:

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• Lead a team of tax preparers and planners with varying degrees of experience.
• Coordinate, review, and sign state and federal tax returns, quarterly estimated payments, and annual report filings.
• Perform advanced-level tax research projects and compose comprehensive memoranda.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Define and hold business accountable to service level agreements for the optimal client experience.
• Perform process optimization analysis to determine the most efficient and effective means to execute upon client needs.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
• Act as Project Manager for special projects at the request of the leadership.
• Manage, mentor, and train Tax Associates and Senior Tax Associates.
• Manage IRS audit processes.
• Develop and edit correspondence, memoranda, and other client deliverables as needed.
• Develop and execute a scalable process for integrating acquired tax firms and applying a segmented client model to ensure an ideal client experience.
• Define, manage, and report on measures of integration success.
• Other job duties as defined.

What you need to have:

• A Bachelor's Degree in Accounting and an active CPA are required.
• A Master's Degree in Taxation or MBA is preferred.
• Eight (8) or more years of experience preparing federal individual and business (S-Corp; Partnerships) tax returns with public account experience.
• Five (5) or more years of management experience, with the demonstrated ability to grow and develop associates.
• Five (5) or more years of experience with acquiring and integrating acquired tax firms.
• Five (5) or more years of experience with Financial Crimes Enforcement Network reporting (International Stocks and Real Estate).
• Experience completing complex returns (individual, trust, partnership).
• Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.
• Broad knowledge of state taxes including income, franchise, and transactional tax.
• Ability to work and deliver the quality product under tight timeframes.
• Excellent communication skills must be a team player.
• Strong analytical skills.
• Proficient in Excel.
• Effective communication skills; must be a team player.

Compensation:

The salary range for this role is $160,000 - $180,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

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:

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

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, Cetera Financial Specialists, and First Allied Securities.

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.

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