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© All Rights Reserved. ApplyBlast.com
cetera
The Tax Manager at Cetera leads the tax team, collaborating with wealth advisors to deliver strategic tax planning and compliance solutions that align with clients' broader financial objectives. This role involves managing complex tax returns, fostering client relationships, and driving process improvements within a collaborative environment. The position requires a CPA or Enrolled Agent with significant public accounting experience and a focus on leadership and technical expertise.
Headquarters
San Diego, California, United States
Company Size
1001-5000 employees
Founded
1981
Cetera Financial Group is a U.S.-based financial services firm that supports independent financial advisors through a network of broker-dealers and registered investment advisors. It provides custody and brokerage platforms, advisory and wealth-management solutions, technology, compliance, and practice‑management support to help advisors grow their businesses and serve clients. Cetera emphasizes advisor autonomy, operational scale, and integrated tools and product access to enable client success and business growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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