Manager, Tax

About the Role

This is a unique community within Cetera Holdings, seeking 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 hand-in-hand with wealth advisors, and deliver thoughtful tax planning and compliance strategies that support our clients’ broader financial goals.

Responsibilities

• 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

Requirements

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

Qualifications

• A Master’s Degree in Taxation or MBA is preferred
• Management experience in a CPA or tax practice, with demonstrated ability to grow and develop associates preferred

Travel Requirements

Up to 5%

Pay

The base salary range for this role in Indianapolis, IN is $123,000 - $163,000, 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.

Benefits

• 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

About Us

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

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 is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.