Senior Manager, Tax Practice

Senior Manager, Tax Practice

This is a unique opportunity within Cetera Holdings, seeking a strategic thinker and experienced CPA or Enrolled Agent who's passionate about mentoring others and making a real difference for clients. In this role, you'll help shape the future of our tax offering by leading a growing team, partnering closely with our wealth advisors, and delivering integrated tax strategies that elevate the client experience.

If you're ready to bring leadership, insight, and heart to a firm that values collaboration and innovation, we'd love to meet you.

What you will do:

• Lead and inspire a team of tax professionals by providing mentorship, technical guidance, and opportunities for growth
• Collaborate closely with wealth advisors to deliver integrated tax and financial planning strategies that truly serve the client's full picture
• Engage directly with clients, offering proactive tax advice that supports their long-term goals and builds lasting relationships
• Review and sign complex tax returns—individual, fiduciary, and small business—with a focus on accuracy, strategy, and client value
• Coordinate tax planning activities, including quarterly estimates, projections, and year-end strategies, ensuring clients stay ahead of surprises
• Drive innovation and efficiency within the tax department by improving processes, embracing technology, and enhancing the client experience
• Lead special projects and cross-functional initiatives, contributing your expertise to firm-wide efforts that elevate service and impact
• Translate complexity into clarity by crafting thoughtful client communications, technical memos, and planning documents
• Be a culture builder, fostering collaboration between tax and wealth teams and helping shape a firm where people and clients thrive

What you need to have:

• Active CPA license is required
• A Master's Degree in Taxation or MBA is preferred
• Five to Ten (5-10) 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)
• Two (2) or more years of management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates
• Ability to work and deliver the quality product under tight time frames
• Excellent communication skills must be a team player
• Strong analytical skills
• Proficiency in Microsoft Office

Travel Requirements:
Up to 5%

Compensation:

The base salary range for this role in Baytown, TX is $170,000 - $205,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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, and 2 paid wellness days 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 fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), Life Lock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for…