State C&I Senior Manager at Cherry Bekaert advising clients on state tax credits and incentives. Leading complex engagements and business development efforts for the advisory team.
About the role
- Tax Relationship Management Associate focused on supporting tax operations and providing client service within a fast-paced environment at Cetera Holdings.
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
Requirements
- 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
- 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.
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.
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