Cetera Financial Group
Associate Manager, Tax Consulting (Required: Enrolled Agent)
Cetera Financial Group, Saline, Michigan, United States, 48176
Job Description
Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking an
Associate Manager, Tax Consulting
who is a talented Tax Planner (Required: Enrolled Agent) with strong values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.
What you will do:
The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.Preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts.Review and analysis of tax laws and regulations to ensure compliance with government regulations.Apply functional knowledge to understand potential tax issues and participate in tax planning.Assist with identifying and implementing tax savings strategies for clients.Communicate with clients to gather necessary information and to explain tax laws and regulations.Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.Train junior Tax Associates and seasonal staff in preparing tax returns for clients based on accepted company standards.Time scheduling of seasonal data entry staff and front desk reception staff.Office supply ordering and delegation.Develop and revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined SLA.Monitor Key Performance Indicators for Tax business and coach team members to greater achievement.Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.Continuous learning to keep up to date with changes in tax laws and regulations.Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.Other job duties as defined.What you need to have:
A Bachelor's Degree in Accounting and active Enrolled Agent designation are required.A Master's Degree in Taxation or MBA is preferred.3-5 years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.Experience preparing complex returns (individual, trust, partnerships).Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.Broad knowledge of state taxes including income, franchise, and transactional tax.Ability to work and deliver quality products under tight tax deadlines.Excellent communication skills must be a team player.Strong analytical skills.Proficient in Excel.#LI-DNI
About Us
What we give you in return:
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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
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 an independent financial advisor network and 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 registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking an
Associate Manager, Tax Consulting
who is a talented Tax Planner (Required: Enrolled Agent) with strong values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.
What you will do:
The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.Preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts.Review and analysis of tax laws and regulations to ensure compliance with government regulations.Apply functional knowledge to understand potential tax issues and participate in tax planning.Assist with identifying and implementing tax savings strategies for clients.Communicate with clients to gather necessary information and to explain tax laws and regulations.Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.Train junior Tax Associates and seasonal staff in preparing tax returns for clients based on accepted company standards.Time scheduling of seasonal data entry staff and front desk reception staff.Office supply ordering and delegation.Develop and revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined SLA.Monitor Key Performance Indicators for Tax business and coach team members to greater achievement.Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.Continuous learning to keep up to date with changes in tax laws and regulations.Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.Other job duties as defined.What you need to have:
A Bachelor's Degree in Accounting and active Enrolled Agent designation are required.A Master's Degree in Taxation or MBA is preferred.3-5 years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.Experience preparing complex returns (individual, trust, partnerships).Demonstrated aptitude for strategic planning and execution with the ability to lead toward a growth culture.Broad knowledge of state taxes including income, franchise, and transactional tax.Ability to work and deliver quality products under tight tax deadlines.Excellent communication skills must be a team player.Strong analytical skills.Proficient in Excel.#LI-DNI
About Us
What we give you in return:
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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
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 an independent financial advisor network and 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 registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.