Tax Operations Lead Senior Associate, Tax Practice

Overview

Leawood, KS, United States (Hybrid)

The Retirement Planning Group, a unique community within Cetera Holdings, is seeking a Tax Operations Lead Senior Associate, Tax Practice, a proactive and detail-oriented professional who plays a key role in advancing operational initiatives across the tax department. This role supports strategic projects, contributes to process improvement efforts, and collaborates with team leaders to implement solutions that enhance efficiency and consistency.

This role requires a high level of autonomy, ownership of complex initiatives, and the ability to exercise independent judgment in day-to-day decision-making.

• Lead assigned operational initiatives from planning through execution, ensuring alignment with department goals
• Analyze workflows and recommend improvements that support scalability, accuracy, and service consistency
• Collaborate with managers and team leads to implement process enhancements across tax operations
• Contribute to the development and refinement of internal documentation, including SOPs, templates, and training materials
• Assist in evaluating and optimizing tax technology platforms and operational tools
• Monitor performance data and provide insights to support strategic decision-making
• Participate in cross-functional projects that integrate tax operations with other departments
• Support change management efforts by communicating updates and helping teams adopt new processes
• Apply discretion and independent judgment in resolving operational challenges and prioritizing tasks

• Experience in tax operations, process improvement, or team leadership within a CPA or wealth management firm
• Strong organizational and analytical skills with a focus on workflow optimization
• Proficiency in Microsoft Office and tax workflow platforms
• Effective communication and leadership skills across teams and departments
• A proactive mindset with a commitment to continuous improvement
• Bachelor’s degree in business, accounting, or related field preferred
• 3-5 years of relevant experience, with leadership or strategic ownership preferred

Travel Requirements:
Up to 5%

#LI-Hybrid

About Us

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 plus 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 foster.
• 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.

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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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…