Tax Manager - Cetera Financial Group - Hybrid Role in Noblesville IN
Overview
The Tax Manager will own tax preparation and compliance services while leading a client‑centric tax team. This hybrid position blends technical expertise with leadership to shape the future of domestic tax offerings. The ideal candidate thrives in a collaborative environment and drives growth across multiple disciplines.
What You'll Do14
- 1Prepare Federal and state income tax returns for individuals partnerships corporations and trusts
- 2Review and analyze tax laws and regulations to ensure compliance with government regulations
- 3Apply functional knowledge to understand potential tax issues and participate in tax planning
- 4Assist with identifying and implementing tax savings strategies for clients
- 5Communicate with clients to gather necessary information and explain tax laws and regulations
- 6Work independently and as part of a multi‑disciplinary team on non‑recurring and ongoing projects
- 7Train junior tax associates in preparing tax returns based on company standards
- 8Ensure tax associates meet continuing education requirements based on designations and certifications
- 9Oversee tax work conducted by tax associates to maintain professional and ethical standards
- 10Revise company processes and procedures to improve client experience and achieve service level targets
- 11Monitor KPIs for the tax business and coach team members toward higher performance
- 12Develop and edit IRS correspondence memoranda and other client deliverables
- 13Partner with Avantax Planning Partners and FSAs to uncover wealth management opportunities
- 14Collect and deliver tax documents in person when required
Requirements14
- 1Bachelor’s degree in accounting finance or equivalent experience
- 2Enrolled Agent or CPA designation
- 37+ years of experience preparing federal individual and business tax returns
- 4Proven ability to prepare complex returns for individuals trusts and partnerships
- 5Strategic planning and execution skills with a focus on growth culture
- 6Broad knowledge of state taxes including income franchise and transactional tax
- 7Demonstrated client service excellence with strong interpersonal abilities
- 8Excellent written communication skills
- 9Team player with a desire to grow as a tax professional
- 10Master’s Degree in Taxation or MBA preferred
- 11Proficiency in Microsoft Office Suite
- 12On‑site availability during tax season approximately last week of January through April
- 13Hybrid schedule after tax season: three days in office two days remote
- 14Willingness to travel as required
Salary Insight
$94 - $120k per year
Location
Required Skills
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