Tax Manager
At a glance
Manager-level Tax role at Candidate Experience site (CX). Noblesville · full-time · $94,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Prepare federal and state returns for individuals, businesses, partnerships, corporations and trusts
- Review tax rules, spot client issues and help develop tax-saving plans
- Guide junior associates, check their work and support required continuing education
- Improve tax team procedures, track performance measures and coach associates toward service goals
- Meet clients to collect documents and explain tax matters, while coordinating with wealth-planning colleagues
What you bring
- You hold an EA or CPA credential and have seven or more years preparing federal individual and business returns
- You have prepared complex returns for individuals, trusts, partnerships and corporations
- You bring broad state tax knowledge, including income, franchise or transactional taxes
- You can lead strategic work and deliver accurate results under tight tax deadlines
Who this fits
This role suits an experienced tax preparer ready to oversee associate work, coach a team and work directly with clients. You’ll be onsite during tax season, roughly late January through April; afterward, the schedule is three office days and two remote days on a set schedule. Some travel may be required.
From the employer
Cetera is seeking a Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong leadership values and a client-centric mindset, who will contribute to the growth and direction of our dynamic tax team. You will work alongside our national tax team to develop and scale our domestic tax preparation, compliance, and tax planning offering while partnering with our wealth team with the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependency between these two complementary service lines. This will be a hybrid role in our Noblesville, IN, United States office location.
What you will be doing:
- 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 in preparing tax returns for clients based on accepted company standards.
- Ensure tax associates are completing required continuing education, as required, based on designations and certifications
- Conduct oversight on tax work conducted by Tax Associates to ensure work product meets professional and ethical standards
- Revise company processes and procedures to ensure a consistent tax client experience and achievement of predetermined service levels.
- 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.
Role-Specific Expectations
- A significant portion of the client work involves in-person collection and delivery of tax documents, so strong interpersonal and client service skills are important.
What you will need to have:
- Bachelor’s degree in accounting, Finance, or equivalent relevant work experience.
- Enrolled Agent (EA) or CPA designation.
- 7+ years of experience preparing federal individual and business (S-Corp; Partnerships, Trusts) tax returns.
- Experience preparing complex tax returns (individual, trust, partnerships and corporations).
- 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.
- Desire to grow as a tax professional.
What would be nice to have:
- A Master’s Degree in Taxation or MBA is (preferred)
- Excellent communication skills
- Must be a team player.
- Strong analytical skills.
- Proficient in Microsoft Office Suite
Work Schedule:
The ideal candidate will need to be onsite during tax season (approximately the last week of January through April)
After tax season, the schedule will transition to a hybrid arrangement of three days in the office and two days remote on a consistent, set schedule.
Travel Requirements: Some travel could be required.
Compensation: The base salary range for this role in Noblesville, IN, United States is $94,000 - $120,000. 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.