Sr. Tax Manager

Job Description

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Senior Manager, Tax Practice who is a talented CPA (Certified Public Accountant) with strong leadership values and a client-centric mindset, who will contribute to the growth and direction of our dynamic tax team. the Sr. Manager will work alongside our 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 position will be required to be on-site/hybrid at our Danville, CA office location.

What You Will Do:

• Manage a team of tax preparers and planners with varying degrees of experience.
• Coordinate, review, and sign state and federal tax returns, quarterly estimated payments, and annual report filings.
• Perform advanced-level tax research projects and compose comprehensive memoranda or client correspondence.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Help develop, build and manage client relationships, and take on billing responsibility as appropriate.
• Hold yourself and the business accountable to service level agreements for the optimal client experience.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing complex tax projects.
• Act as Project Manager for special projects at the request of the leadership.
• Manage, mentor, and train Tax Associates and Senior Tax Associates.
• Develop and edit correspondence, memoranda, and other client deliverables as needed.
• Other job duties as defined.

What You Will Need to Have:

• Active CPA license is required.
• A Master’s Degree in Taxation or MBA is preferred.
• Eight (8) or more years of experience preparing federal individual, fiduciary and small business (Corporate; S-Corp; Partnerships) tax returns in the public accounting industry.
• Five (5) or more years of management experience, with the demonstrated ability to grow and develop associates.
• Ability to work and deliver the quality product under tight timeframes.
• Excellent communication skills must be a team player.
• Strong analytical skills.
• Proficient in Microsoft Office

Compensation:

The base annual salary range for this role is $160,000 to $200,000 plus a performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.