Senior Tax Associate

Cetera Holdings is seeking a Senior Associate, Tax Practice a motivated and detail-oriented professional who’s ready to deepen their expertise in tax compliance and planning. In this role, you’ll work closely with experienced team members to prepare complex returns, conduct tax research, and contribute to client engagements with growing autonomy. If you’re pursuing your CPA or EA and looking to expand your impact in a collaborative, client-focused environment, we’d love to connect.

• Prepare and review complex federal, state, and local tax returns for individuals, trusts, estates, partnerships, and closely held businesses
• Conduct tax research and analysis, applying specialized knowledge to resolve client-specific issues and document findings clearly
• Assist in developing tax planning strategies, identifying opportunities to minimize liabilities and support broader financial goals
• Collaborate with clients and internal teams to gather information, clarify details, and ensure accurate and timely filings
• Exercise independent judgment in identifying potential tax issues, proposing solutions, and communicating findings to managers
• Participate in client meetings, offering technical insight and helping address questions related to compliance and planning
• Stay current on tax law changes, leveraging continuing education and firm resources to maintain expertise and support advisory work
• Contribute to process improvements, offering suggestions that enhance efficiency, accuracy, and client service
• Support a collaborative team culture, working closely with tax and wealth professionals to deliver integrated client solutions

• Bachelor’s degree in accounting or related field; master’s in taxation preferred
• 2–4 years of experience in public accounting with a focus on tax compliance and planning
• Actively pursuing CPA or EA certification
• Strong understanding of federal, state, and local income tax laws
• Excellent analytical and problem-solving skills
• Clear and professional communication, both written and verbal
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office and tax preparation software

#LI-Hybrid

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 an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (Life Lock), pet insurance, and other voluntary benefits to provide extra peace of mind

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest…