Tax Manager

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Manager with strong leadership values and a client-centric mindset to contribute to the growth and direction of our dynamic tax team. This hybrid role is based in our Noblesville, IN office.

About the role

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. The goal is to create a more holistic and comprehensive solution for clients by fostering interdependency between these two complementary service lines.

Responsibilities

• Prepare Federal and state income tax returns for individuals, partnerships, corporations, and trusts.
• Review and analyze tax laws and regulations to ensure compliance with government regulations.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Identify and implement tax savings strategies for clients.
• Communicate with clients to gather necessary information and 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 based on accepted company standards.
• Ensure tax associates complete required continuing education based on designations and certifications.
• Conduct oversight on tax work 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 the tax business and coach team members to greater achievement.
• Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
• Stay current with changes in tax laws and regulations through continuous learning.
• 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.

Requirements

• 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.

Preferred Qualifications

• Master’s Degree in Taxation or MBA.
• Excellent communication skills.
• Strong team player.
• Strong analytical skills.
• Proficient in Microsoft Office Suite.

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.

Pay

The base salary range for this role in Noblesville, IN is $94,000 - $120,000. Base salary depends on factors including skill set, years and depth of experience, certifications, and location.