106311-Tax Manager
At a glance
Manager-level Tax role at Candidate Experience site (CX). Dallas · full-time · $94,000–$125,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Guide tax staff by sharing your technical knowledge and helping them build skills
- Coordinate with wealth advisors to put tax strategies into clients’ broader financial plans
- Review and sign individual, fiduciary and small-business returns, checking accuracy against client goals
- Organize estimates, projections and year-end planning, while improving tax workflows
- Serve as a client contact for tax advice and explain plans through emails, technical memos and planning documents
What you bring
- An active CPA or Enrolled Agent license is required
- Five to seven years in public accounting, focused on federal individual, fiduciary and small-business returns
- You can deliver accurate work on tight deadlines and communicate clearly with clients and colleagues
- You have tax software experience and can use Microsoft Office
Who this fits
This manager role suits an experienced tax professional who can review complex returns, advise clients and help develop tax team members. It is based in Dallas on a hybrid schedule.
From the employer
At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As a Manager, Tax Practice an experienced CPA or Enrolled Agent who thrives on collaboration, leadership, and client impact. In this role, you’ll help guide our growing tax team, work together with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support our clients’ broader financial goals. If you're ready to lead with purpose, grow with a dynamic team, and help shape a more connected client experience, we’d love to connect.
What will you do:
- Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment
- 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 complex 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
- Contribute to process improvements by identifying efficiencies and supporting 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
What you need to have:
- 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
- Active CPA or EA license is required
- A master’s degree in taxation or MBA is preferred
- Five to seven (5-7) 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)
- Management experience in a CPA or tax practice, with the demonstrated ability to grow and develop associates preferred
The base annual salary range for this role is $94,000 - $125,000, plus, a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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