Tax Director

Join to apply for the Tax Director role at Cetera Financial Group 1 week ago Be among the first 25 applicants Join to apply for the Tax Director role at Cetera Financial Group Get AI-powered advice on this job and more exclusive features. Cetera Financial Group provided pay range This range is provided by Cetera Financial Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $195,000.00/yr - $255,000.00/yr Direct message the job poster from Cetera Financial Group Talent Acquisitions Leader & HR Professional | Performance Coach | HR Strategic Planning | Implementation & Operations | Executive Marketing… Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Director, Tax Practice who will be responsible for managing tax practices in various locations which focus on tax planning, preparation, and compliance for small businesses and individuals. Avantax is a wealth management business which partners with CPAs, EAs, and Tax Professionals for the purposes of providing their tax and accounting clients with wealth management advice As such, this role requires expertise in tax business operations, strategic growth, tax compliance and planning, and team leadership skills to guide a team of tax professionals towards the goal of creating a more holistic and comprehensive solution for clients through the creation of interdependency between these two complementary service lines. The ideal candidate will be a seasoned tax leader with a proven track record in scaling tax practices, optimizing operational efficiencies, and ensuring regulatory compliance while fostering a collaborative, high-performing culture. CPA license in strongly preferred. What you will do: Strategic Leadership & Business Growth Manage and develop a team of tax professionals and work collaboratively across the Cetera organization to build out and scale the tax services offering within Cetera. Develop and execute a strategic roadmap for tax practice growth and integration within Avantax. Create collaboration between wealth advisory and tax practices to identify opportunities for the clients and the Firm. Liaise between local practice offices and internal corporate departments to ensure the team is equipped to meet client needs and adheres with internal compliance and reporting. Participate in firm-wide initiatives and contribute to the overall growth and success of the firm. Collaboration with Firm Leadership: Work with Firm leadership on the execution of the strategy for the tax practice Manage IT and Service platforms across all acquired tax practices. Collaborate with Corporate Development and Integrations on acquisitions of the tax practices, including due diligence, planning, and post-acquisition integration. Manage and develop the team of tax professionals at all levels. Foster a collaborative and high-performing culture within the tax department across all locations. Provide ongoing training and support to ensure team stays current with evolving tax laws. Operational Excellence & Compliance: Ensure processes for all tax filings and advice comply with applicable federal, state, and local regulations. Ensure the accuracy of all tax filings and work products before submission. Implement standardized processes across practices to maintain accuracy, efficiency and compliance. Continuously evaluate and mitigate tax-related risks to protect clients and the firm. Uphold ethical standards and industry best practices in all tax-related matters. Ensure teams stay current with the latest changes in tax laws and regulations and ensure the firm’s compliance with these updates as well as adherence to overall firm policies and practices. Industry Representation & Leadership: Represent the firm at industry events, conferences, and seminars as necessary to grow the visibility and reputation of the Avantax Solutions brand in the tax community. Build strong external relationships with industry peers, regulatory bodies and key stakeholders. What you need to have: Bachelor’s degree in Accounting, Finance, or related field. Minimum of 10 years of progressive tax experience in public accounting, with at least 5 years in a leadership role. Proven track record in managing and developing a tax team. Strong understanding of current tax laws and practice regulatory requirements. Expertise in tax software and Microsoft Office Suite. Ability to build and maintain strong client relationships. Excellent communication, interpersonal, and leadership skills. Highly organized, with the ability to manage multiple priorities and deadlines effectively. What is nice to have: CPA license is strongly preferred. Compensation: The salary range for this role is $195,000 - $255,000, plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: 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 foster. 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. Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. 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. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Accounting/Auditing, Finance, and Training Referrals increase your chances of interviewing at Cetera Financial Group by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified about new Tax Director jobs in San Diego Metropolitan Area . 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