Senior Manager, Tax Practice (Required: CPA)(Location: Danville, CA)

Cetera Financial Group - Danville, CA

Full-time - Senior

Danville, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Senior Manager, Tax Practice at Avantax, Inc. is a leadership role focused on managing a dynamic tax team. The position requires a talented CPA who will contribute to the growth and direction of the tax practice, overseeing tax preparation, compliance, and planning. The role involves leading a team, managing client relationships, and ensuring high-quality service delivery while optimizing processes and integrating acquired tax firms.

Responsibilities

• Lead 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.
• Apply functional knowledge to understand potential tax issues and participate in tax planning.
• Define and hold business accountable to service level agreements for the optimal client experience.
• Perform process optimization analysis to determine the most efficient and effective means to execute upon client needs.
• Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
• Act as Project Manager for special projects at the request of the leadership.
• Manage, mentor, and train Tax Associates and Senior Tax Associates.
• Manage IRS audit processes.
• Develop and edit correspondence, memoranda, and other client deliverables as needed.
• Develop and execute a scalable process for integrating acquired tax firms and applying a segmented client model to ensure an ideal client experience.
• Define, manage, and report on measures of integration success.

Requirements

• A Bachelor's Degree in Accounting and an active CPA are required.
• A Master's Degree in Taxation or MBA is preferred.
• Eight (8) or more years of experience preparing federal individual and business (S-Corp; Partnerships) tax returns with public account experience.
• Five (5) or more years of management experience, with the demonstrated ability to grow and develop associates.
• Five (5) or more years of experience with acquiring and integrating acquired tax firms.
• Five (5) or more years of experience with Financial Crimes Enforcement Network reporting (International Stocks and Real Estate).
• Experience completing complex returns (individual, trust, partnership).
• 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 the quality product under tight timeframes.
• Excellent communication skills must be a team player.
• Strong analytical skills.
• Proficient in Excel.

Nice-to-haves

• Experience with tax software and technology solutions.
• Familiarity with international tax issues and compliance.

Benefits

• Inclusive health, dental, vision and life insurance plans.
• Easy access to mental health benefits.
• 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO).
• 401(k) Savings plan with a generous company contribution (up to 5%).
• Paid parental leave for birth, adoption, and foster.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance.