Tax Relationship Management Associate

Cetera • Kansas City, KS

7h

About The Position

Cetera Holdings is seeking a Tax Relationship Management 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. 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.

Requirements

• 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
• High school diploma or equivalent required; Associate’s degree preferred
• 0–2 years of experience in administrative support, client service, or tax operations

Nice To Haves

• Experience in a professional office or client-facing role preferred

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
• 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

Benefits

• 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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED