Cetera Financial Group · 7 hours ago
Tax Operations Lead Senior Associate, Tax Practice
Leawood, KS, United States
Full-time
Hybrid
Mid, Senior Level
$62K/yr - $92K/yr
3+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Tax Operations Lead Senior Associate to advance operational initiatives across the tax department and collaborate with team leaders to enhance efficiency and consistency.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Lead assigned operational initiatives from planning through execution, ensuring alignment with department goals
Analyze workflows and recommend improvements that support scalability, accuracy, and service consistency
Collaborate with managers and team leads to implement process enhancements across tax operations
Contribute to the development and refinement of internal documentation, including SOPs, templates, and training materials
Assist in evaluating and optimizing tax technology platforms and operational tools
Monitor performance data and provide insights to support strategic decision-making
Participate in cross-functional projects that integrate tax operations with other departments
Support change management efforts by communicating updates and helping teams adopt new processes
Apply discretion and independent judgment in resolving operational challenges and prioritizing tasks
Qualification
Required
Experience in tax operations, process improvement, or team leadership within a CPA or wealth management firm
Strong organizational and analytical skills with a focus on workflow optimization
Proficiency in Microsoft Office and tax workflow platforms
Effective communication and leadership skills across teams and departments
A proactive mindset with a commitment to continuous improvement
Preferred
Bachelor's degree in business, accounting, or related field
3-5 years of relevant experience, with leadership or strategic ownership
Benefits
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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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.
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-22
2026-01-07
2026-01-07
Company data provided by crunchbase