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Cetera is seeking a Tax Manager who is a talented Tax Planner/Preparer (CPA or Enrolled Agent) with strong leadership values and a client-centric mindset, who will contribute to the growth and direction of our dynamic…
What you will do: Support and manage tax team members by sharing technical expertise, assisting with training, and contributing to a collaborative learning environment Work alongside wealth advisors to help implement…
The CPA Relationship Manager is a key role in delivering wealth management services to firms and driving results for CPA firms. The role of the CPA Relationship Manager is to work directly with affiliate CPA firms to…
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