Associate Tax Manager
At a glance
Manager-level Tax role at Candidate Experience site (CX). Chesterfield · full-time · $65,000–$105,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare and examine individual, fiduciary and small-business returns, signing them when complete
- Coordinate quarterly estimates, projections and year-end planning with wealth advisors
- Advise clients on tax questions and stay in touch about planning and compliance needs
- Write client emails, technical memos and planning documents that explain tax work clearly
- Spot workflow improvements and share tax insights across engagements and teams
What you bring
- You hold an active CPA or Enrolled Agent license
- You have at least five recent years in public accounting, preparing federal individual, fiduciary and small-business returns
- You can deliver accurate work on tight timelines and communicate well with a team
- You know Microsoft Office and have used tax software
Who this fits
This role suits an experienced tax professional who wants to work directly with clients and alongside wealth advisors. It is a hybrid position in Chesterfield, and the stated salary range is $65,000 to $105,000, plus a performance-based bonus.
From the employer
Cetera Planning Partners, a unique community within Cetera Holdings, is seeking an Associate Tax Manager (experienced CPA or Enrolled Agent) who thrives on collaboration, precision, and client impact. In this role, you’ll contribute directly to our growing tax offering by preparing and reviewing returns, partnering with wealth advisors, and delivering thoughtful tax strategies that support our clients’ broader financial goals. If you're ready to bring insight, care, and expertise to a team that values connection and innovation, we’d love to connect.
Core Responsibilities:
• 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
Required Qualifications
• 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
Preferred Qualifications
• A Master’s Degree in Taxation or MBA is preferred
Compensation: The base salary range for this role is $65,000 - $105,000 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.