Tax Director

Job Description

Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Tax Director who will be responsible for overseeing all tax-related functions, ensuring compliance with federal, state, and local tax regulations when providing strategic tax advice to clients. This role requires deep technical expertise in tax department operations, tax compliance, and planning, as well as the leadership skills to guide and develop a team of professionals.

What you will do:

Strategic Leadership:

• Work with Firm leadership on the development and execution of the strategy for the tax practice
• Develop IT and Service platforms for usage across all acquired tax practices.
• Collaborate with Corporate Development and Integrations on acquisitions of the tax practices, including due diligence, planning, and post-acquisition integration.

Leadership and Team Management:

• Lead, develop, and mentor a team of tax professionals at all levels.
• Foster a collaborative and high-performance culture within the tax department across all locations.
• Oversee staffing and training needs to ensure the team is equipped to meet client demands.
• Provide ongoing coaching and professional development opportunities to team members.

Tax Compliance, Planning & Strategy:

• Oversee the operations for preparation and review of tax returns for individuals, businesses, partnerships, corporations, and fiduciary entities.
• Ensure processes for all tax filings comply with applicable federal, state, and local regulations.
• Ensure teams stay up-to-date with the latest tax laws, regulations, and changes, and ensure the firm's compliance with these updates.
• Create collaboration between wealth advisory and tax practices to identify opportunities to provide strategic tax planning advice to clients to minimize their tax liabilities and achieve their financial goals.

Quality Control and Risk Management:

• Review and develop processes and procedures to:
  • Ensure the accuracy of all tax filings and work products before submission.
  • Identify and mitigate potential tax risks for clients.
  • Ensure the firm adheres to ethical standards and best practices in all tax-related matters.
  • Ensure tax practice adheres to overall firm policies and practices.

Collaboration with Other Departments:

• Work closely with other departments to provide integrated services to clients.
• Participate in firm-wide initiatives and contribute to the overall growth and success of the firm.

Industry Leadership:

• Represent the firm at industry events, conferences, and seminars as necessary to grow the visibility and reputation of the Avantax Solutions brand in the tax community.

What you need to have:

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum of 15 years of progressive tax experience in public accounting, with at least 5 years in a leadership role.
• Proven track record in managing and developing a tax team.
• Expertise in tax software and Microsoft Office Suite.
• Strong understanding of current tax laws and regulatory requirements.
• Excellent communication, interpersonal, and leadership skills.
• Ability to build and maintain strong client relationships.
• Highly organized, with the ability to manage multiple priorities and deadlines effectively.

What is nice to have:

• CPA license is strongly preferred.

Compensation:

The salary range for this role is $180,000 - $200,000, 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.

#LI-DNI

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 day 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,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.