Tax Manager
Tax Manager
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$ 140000 - 175000
1 Vacancy
Job Description
A Unique Tax Leadership Role at One of the Nations Fastest Growing RIAs
Are you a tax professional who wants to do more than compliance Do you want to integrate tax expertise into the full financial picture of high-net-worth clients their families and their businesses
Cerity Partners is one of the largest and fastest-growing registered investment advisers (RIAs) in the United States. As a member of our Louisville-based Central Tax team youll work with clients from across the country offering tax solutions that are fully aligned with financial estate and investment planningall under one roof.
This is not a traditional public accounting role. There are no billable hours and we offer a collaborative entrepreneurial environment where tax professionals are trusted advisors not technicians. Were looking for a motivated detail-oriented Tax Manager to join our in-office team and help shape the future of our integrated tax practice.
Role can be remote to the right person but preferred in Louisville KY office.
Primary Responsibilities:
Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
Lead tax planning conversations in collaboration with Cerity Partners financial advisors presenting strategy and projections in client-facing meetings.
Prepare and review tax projections for estimated payments charitable strategies retirement planning and Roth conversions.
Act as the dedicated tax advisor to clients and advisory teams helping secure and deepen long-term relationships.
Mentor junior staff sharing expertise and promoting professional growth across the team.
Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
Contribute to process improvements helping refine workflow and support scalability as our Central Tax team grows.
Qualifications:
Experience with private equity executive compensation high complexity K-1 activity and multi-state filings at the individual level
Growth mindset desire to improve learn and evolve in a high-performing team
Ability to thrive in a fast-paced and dense environment during tax season
Interest in building a long-term career with access to unique career paths and advancement opportunities as Cerity Partners continues to grow
Bachelors degree in Accounting or related field (Masters in Taxation a plus)
CPA EA or JD designation
7 years of experience in a similar setting
Proven experience working with high-net-worth individuals and family entities
Proficiency in Microsoft Excel; experience with UltraTax (preferred)
Strong communication and interpersonal skills with a client-first mindset
Comfortable managing multiple priorities in a fast-paced collaborative environment
Compensation Range:
$140000 - $175000
Why Join Cerity Partners
No billable hours Focus on impact not time sheets
Relocation bonus available Well help you make Louisville home
Salary annual bonus With incentive equity opportunities available for high performers
National client exposure Serve sophisticated clients from across the U.S.
Collaborative growing team Work in a high-growth team-based culture that values autonomy accountability and shared success
Long-term career path Opportunities for advancement education and equity
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures perspectives and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race religion national origin sex sexual orientation age veteran status disability status or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations please reach out to Applicants must be authorized to work for any employer in the U.S.
Required Experience:
Manager
Employment Type
Full-Time
