Tax Support Associate

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Job Description

Cetera Holdings is seeking a Tax Support Associate in the Tax Practice to be a detail-oriented and service-minded professional ready to jump into the heart of tax operations. In this role, you'll support CPAs and senior team members by organizing documents, assisting with return processing, and helping ensure clients have a smooth and professional experience. You'll also serve as a welcoming first point of contact for clients and visitors, managing front-desk responsibilities that contribute to a professional and organized office environment. If you're looking to grow your career in a fast-paced, client-focused environment and want to be part of a team that values precision and collaboration, we'd love for you to come be part of our team. This is a hybrid role that will report to the Saline, MI Office location 1-2 days a week.

Core Responsibilities

• Support CPAs and tax professionals by assisting with administrative tasks that keep engagements organized and on track
• Interact with clients professionally, helping collect documents, answer basic questions, and ensure a smooth service experience
• Greet clients and visitors warmly, manage check-ins, and notify team members of arrivals
• Scan, organize, and process tax documents and returns, following established procedures and maintaining confidentiality
• Assist with delivery of completed returns, including preparing e-filing packets and coordinating secure transmission of final documents
• Use discretion within defined guidelines to prioritize tasks and maintain workflow efficiency
• Maintain internal systems and records, ensuring client files, checklists, and tracking tools are accurate and up to date
• Contribute to team operations, offering feedback and ideas that support process improvements and client service
• Collaborate with tax and wealth teams, helping ensure administrative processes align with broader client goals
• Demonstrate professionalism and reliability, contributing to a positive team culture and supporting senior team members as needed

Required Knowledge, Skills, And Abilities

Minimum Required Education & Experience

Travel Requirements : Up to 5%

Compensation

This is a non-exempt hourly role that ranges from $18.75 – $23.55 / hr., plus a competitive performance-based compensation package. 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.

Benefits

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 :

Cetera Financial Group 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.

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.

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