What are the responsibilities and job description for the Senior Manager, Tax Practice (Required: CPA)(Location: Danville, CA) position at Cetera Financial Group?
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 an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the management staff, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
What you will do :
The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
- 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.
- Other job duties as defined.
What you need to have :
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