Job Description
Job Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a
Tax Consultant who is a talented Tax Planner (Enrolled Agent preferred) with strong values and an entrepreneurial mindset, who will contribute to the growth and direction of our dynamic tax team. As part of the team, you will partner with our tax team and leadership to develop and scale our domestic tax preparation, compliance, and tax planning offering.
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.
- Preparation of federal and state income tax returns for individuals, partnerships, corporations, and trusts.
- Proactive review and analysis of tax laws and regulations to ensure compliance with government regulations.
- Apply functional knowledge to understand potential tax issues and participate in tax planning.
- Assist with identifying and implementing tax savings strategies for clients.
- Communicate with clients to gather necessary information.
- Work independently and as part of a multi-disciplinary team on both non-recurring and ongoing projects.
- Develop and edit correspondence (IRS or otherwise), memoranda, and other client deliverables as needed.
- Partner with Avantax Planning Partner FPCs and FSAs to identify Wealth Management opportunities.
- Other job duties as defined.
What you need to have: - Bachelor's Degree in Accounting and active Enrolled Agent designation is preferred.
- A Master's Degree in Taxation or MBA is preferred.
- 1-3 years of experience preparing Federal, Individual, and Business (S-Corp; Partnerships, Trusts) tax returns.
- Broad knowledge of state taxes including income, franchise, and transactional tax.
- Ability to work and deliver quality products under tight timeframes and tax deadlines.
- Excellent communication skills (self-starter and organizational skills).
- Strong analytical skills.
- Proficient in Excel.
Compensation: The base annual salary range for this role is $80,000 - $90,000 plus annual bonus potential. 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 significantly due to geography and cost of labor considerations.
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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:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group: 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, Cetera Financial Specialists, and First Allied Securities.
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. Cetera Financial Group, Inc.
Job Tags
Holiday work, Full time, Flexible hours,