Tax Support Associate

Cetera Holdings, is seeking a Tax Support Associate, Tax Practice 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 2-3 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 :

Strong organizational and time management skills

Excellent communication and interpersonal abilities

Ability to exercise discretion and sound judgment in daily tasks

Proficiency in Microsoft Office and tax workflow systems

High attention to detail and commitment to confidentiality

Minimum Required Education & Experience :

High school diploma or equivalent required; Associate’s degree preferred

0–2 years of experience in administrative support, client service, or tax operations

Experience in a professional office or client-facing role preferred

Travel Requirements :  Up to (5%)

Compensation :

This is a non-exempt hourly role that ranges from $18.75 - $21.50  / hr., plus 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.

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