Senior Manager, Tax Practice

CETERA

Senior Tax Practice Manager leading integrated tax services at Cetera, a financial advisor network. Mentoring tax professionals, advising clients, and partnering with wealth advisors on strategic planning.

Posted 8/14/2026full-timeBaytown • Texas • 🇺🇸 United StatesSenior💰 $170,000 - $205,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax planning and compliance, with a strong focus on federal individual, fiduciary, and small business tax returns. Proven leadership in mentoring tax professionals and enhancing departmental efficiency through technology adoption and process improvement.

Highest-signal resume keywords

Active CPA LicensePublic Accounting ExperienceManagement ExperienceTax Return PreparationAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax ComplianceC-Corp Tax ReturnsS-Corp Tax ReturnsPartnership Tax ReturnsQuarterly EstimatesYear-End Tax PlanningTechnical MemosClient CommunicationsProcess Improvement

Soft Skills

Team LeadershipCommunication SkillsCollaborationMentoringProblem-Solving

Tools & Technologies

Microsoft Office

Certifications & Qualifications

CPA LicenseMaster’s Degree in TaxationMBA

Industry Keywords

Public AccountingTax ReturnsWealth ManagementFiduciary TaxClient Experience

About the role

Key responsibilities & impact

Lead and mentor a team of tax professionals, providing technical guidance and growth opportunities
Collaborate with wealth advisors on integrated tax and financial planning strategies
Provide proactive tax advice directly to clients
Review and sign complex individual, fiduciary, and small business tax returns
Coordinate quarterly estimates, projections, and year-end tax planning
Improve tax department processes, technology adoption, efficiency, and client experience
Lead special projects and cross-functional firm-wide initiatives
Prepare client communications, technical memos, and planning documents
Foster collaboration between tax and wealth teams and help shape organizational culture

Requirements

What you’ll need

Active CPA license is required
Master’s Degree in Taxation or MBA preferred
5–10 years of recent public accounting experience focused on federal individual, fiduciary, and small business tax returns
Experience preparing C-Corp, S-Corp, and partnership tax returns
2 or more years of management experience in a CPA or tax practice
Demonstrated ability to grow and develop associates
Ability to deliver quality work under tight timeframes
Excellent communication skills and ability to be a team player
Strong analytical skills
Proficiency in Microsoft Office
Up to 5% travel

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contribution up to 5%
Access to a financial professional
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Additional voluntary benefits