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Open nowPosted yesterday

Senior Tax Associate

ebhu.fa.us2.oraclecloud.com/CX95 open roles

Pay
$59,000 – $90,000 a year
Where
Leawood, KS, United States
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Your applicationOpen nowSenior Tax Associateebhu.fa.us2.oraclecloud.com/CX · Leawood, KS, United States

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The clock on this job

Early applications get read.

13.5% of postings close within 7 days. Measured by our own scanner across the market. ebhu.fa.us2.oraclecloud.com/CX postings stay open a median of 10 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.6%3 days
  3. 13.5%7 days
  4. 21.8%14 days
  5. 36.6%30 days
  6. 58.9%60 days
This job: posted yesterday

ebhu.fa.us2.oraclecloud.com/CX median: 10 days open

The posting

Job Description

Join Cetera’s growing tax practice as a Senior Tax Associate, where you’ll work directly with clients, tax professionals, and wealth management partners to deliver accurate tax compliance and thoughtful tax planning support.

This position is a great fit for an experienced tax professional who enjoys preparing and reviewing returns, researching tax issues, working directly with clients, and contributing to tax planning opportunities.

What You'll Do

  • Prepare federal and state income tax returns for individuals, partnerships, corporations, trusts, and related entities
  • Review tax information and supporting documentation for accuracy, completeness, and compliance
  • Research and analyze tax matters and identify issues that may require additional review
  • Support tax-planning strategies and identify potential tax-saving opportunities
  • Communicate directly with clients to gather information, explain requirements, and resolve follow-up items
  • Prepare correspondence, memoranda, tax notices, and other client deliverables
  • Partner with tax and wealth management teams on client needs and projects
  • Stay current on changing tax laws and regulations
  • Contribute to improvements in tax processes, workflows, and client service
  • Provide technical guidance to junior Tax Associates when needed

What You'll Need

  • Bachelor’s degree in accounting, Taxation, Finance, or a related field
  • 3–5 years of recent tax preparation experience, preferably within public accounting or a tax practice
  • Experience preparing federal individual, fiduciary, and small-business returns, including C-Corporation, S-Corporation, and partnership returns
  • Knowledge of federal and state income taxation
  • Tax research and analytical skills
  • Strong client communication skills
  • Experience with Microsoft Office and tax preparation/workflow systems
  • Ability to manage multiple deadlines while maintaining accuracy and confidentiality

Preferred

  • CPA or Enrolled Agent (EA) designation, or actively pursuing CPA or EA certification
  • Experience with small-business and high-net-worth individual tax matters

The base annual salary range for this role is $59,000 to $90,000, plus a competitive performance-based bonus with a 10% target incentive opportunity. 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 due to geography and cost-of-labor considerations.

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