Tax Support Associate

Job Description
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 $ $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.

About Us
ABOUT US
What We Give You In Return
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:

• 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+ 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