Associate Tax Manager

Cnect

Associate Tax Manager at Cetera Planning Partners preparing and reviewing tax returns. Collaborating with wealth advisors to deliver thoughtful tax strategies supporting clients' financial goals.

Posted 7/16/2026full-timeChesterfield • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax preparation and compliance, with a focus on individual, fiduciary, and small business tax returns. Strong ability to build client relationships and communicate effectively while implementing tax strategies aligned with financial planning.

Highest-signal resume keywords

Active CPA LicenseTax Return PreparationTax Software ProficiencyPublic Accounting ExperienceAnalytical Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return PreparationTax ComplianceTax Strategy ImplementationFederal Tax RegulationsFinancial Planning Integration

Soft Skills

Excellent Communication SkillsTeam CollaborationProblem-Solving

Tools & Technologies

Microsoft OfficeTax Software

Certifications & Qualifications

CPA LicenseEA License

Industry Keywords

Public AccountingFiduciary Tax ReturnsSmall Business Tax ReturnsC-CorpS-CorpPartnerships

About the role

Key responsibilities & impact

Contribute technical expertise to the tax team by supporting collaborative problem-solving and sharing insights across engagements
Work alongside wealth advisors to help implement tax strategies that complement clients’ broader financial plans
Build strong client relationships by providing reliable tax advice and being a consistent point of contact for planning and compliance needs
Review and sign tax returns—individual, fiduciary, and small business—with attention to accuracy and alignment with client goals
Assist in coordinating tax planning activities, including quarterly estimates, projections, and year-end strategies
Support process improvements by identifying efficiencies and contributing to the adoption of new tools and workflows
Communicate clearly and effectively through client emails, technical memos, and planning documents
Promote collaboration between tax and wealth teams by fostering open communication and shared client understanding

Requirements

What you’ll need

Active CPA or EA license is required
At least 5 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)
Ability to work and deliver the quality product under tight timeframes
Excellent communication skills must be a team player
Strong analytical skills
Proficiency in Microsoft Office
Experience in tax software

Benefits

Comp & perks

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), LifeLock, 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 (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind