Tax Director

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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 :

Operational Excellence & Compliance :

Industry Representation & Leadership :

What you need to have :

What is nice to have :

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 :

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

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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