Accountant, Financial Reporting, Accounting Manager

Job Description

Cetera Financial Group is currently searching for a talented and passionate Staff Accountant to join our team. The Staff Accountant will report to the Accounting Manager and will be a key player in the Avantax accounting group. The position will be responsible for supporting various aspects of the monthly close and reporting of the financial results. The Staff Accountant will assist in implementing process improvements to help the team streamline and enhance efficiencies, promote the analysis and communication of results.

The ideal candidate is a self‑starter who collaborates well with team members. This is a hybrid role for our Dallas, TX office.

• Participate in monthly closing process, including journal entries, financial statements and related variance/account analysis, with a primary focus on Avantax Planning Partners and Avantax Tax Practices
• Perform daily/periodic cash entries, cash clearing and coordinate with business partner to resolve cash variances
• Record and monitor recurring and ad hoc accruals to ensure expenses and revenues are recognized in the appropriate period
• Perform ongoing accounts receivable tracking and reconciliation and work closely with the operation teams to compare records, investigate variances and resolve outstanding items
• Prepare, review and maintain balance sheet reconciliations, and address any reconciling items in a timely manner
• Support quarterly and year‑end financial reporting and audit
• Assist with integration activities associated with Avantax Tax Practices mergers & acquisitions
• Analyze current procedures and recommend changes to develop and implement best practice accounting procedures
• Continuously work to enhance the internal control framework. Ensure timely execution of controls
• Partner with other teams/departments on ad hoc requests as determined by management

• BA/BS degree in Accounting or related fields with solid understanding of GAAP
• 2+ years relevant accounting experience
• Highly motivated with demonstrated ability to manage concurrent projects, highly adaptive with the fast‑paced work environment, and collaborate effectively across business functions
• Excellent organizational and time management skills with a high level of attention to detail
• Strong technical, analytical, critical thinking, and problem‑solving skills
• Track record of taking initiative to resolve issues
• Strong communication skills and the ability to interact effectively with all levels of management and work in a team‑oriented environment
• Technology savvy with intermediate to advanced proficiency in Excel, PowerPoint and Word
• Experience with Oracle and Blackline (or similar systems) preferred
• Experience in public accounting and broker‑dealers preferred
• CPA license a plus, but not required

The base annual salary range for this role is $55,000 to $75,000, plus a competitive performance‑based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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 plus 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…