Senior Manager, Tax

CETERA

. Support and manage tax team members through technical expertise, training, and collaboration .

Posted 10/13/2026full-timeDanville • California • United StatesSenior💰 $120,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax preparation, compliance, and planning, with a strong focus on building client relationships and delivering quality work under tight deadlines. Proficient in managing tax teams and fostering collaboration between tax and wealth advisory services.

Highest-signal resume keywords

Active CPA Or EA LicenseTax Preparation And ComplianceManagement Experience In CPA Or Tax PracticeProficiency In Microsoft OfficeExperience With Tax Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningTax Strategy ImplementationReview Of Tax ReturnsAnalytical SkillsProcess Efficiency Identification

Soft Skills

Excellent Communication SkillsTeam Player

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingFederal Tax ReturnsFiduciary Tax ReturnsSmall Business Tax ReturnsC-CorpS-CorpPartnerships

About the role

Key responsibilities & impact

Support and manage tax team members through technical expertise, training, and collaboration
Work with wealth advisors to implement tax strategies supporting clients’ financial plans
Build client relationships and provide tax advice for planning and compliance
Review and sign complex individual, fiduciary, and small business tax returns
Coordinate tax planning activities, including quarterly estimates, projections, and year-end strategies
Identify process efficiencies and support adoption of new tools and workflows
Prepare client emails, technical memos, and planning documents
Foster collaboration between tax and wealth teams
Lead tax preparation, compliance, planning, review services, people management, client service, and operational oversight

Requirements

What you’ll need

Ability to deliver quality work under tight timeframes
Excellent communication skills
Team player
Strong analytical skills
Proficiency in Microsoft Office
Experience with tax software
Active CPA or EA license required
Five to seven years of recent experience in public accounting, focused on federal individual, fiduciary, and small business tax returns, including C-Corp, S-Corp, and partnerships
Management experience in a CPA or tax practice, with demonstrated ability to grow and develop associates preferred
Master’s degree in taxation or MBA preferred

Benefits

Comp & perks

Performance-based bonus