Tax Manager
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Job Location:
Louisville, KY - USA
Monthly Salary:
$ 125000 - 175000
Posted on:
4 hours ago
Vacancies:
1 Vacancy
Job Summary
Grow Your Expertise. Expand Your Impact.
Are you a tax professional looking for more than year-end compliance work Do you want to continually expand your expertise while applying it in deeper more meaningful ways for clients Do you want your career potential to expand without artificial limits in a fast-growing entrepreneurial environment
Role can be remote to the right person but preferred in Louisville KY office.
What Makes This Opportunity Different
No billable hours in a non-traditional public accounting model
Salary highly competitive annual bonus targets
Incentive equity opportunities available for high performers
Relocation bonus available Well help you make Louisville home
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
At Cerity Partners tax is not an isolated functionit is a central driver of comprehensive wealth strategy. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals multi-generational families and closely held businesses.
As a Tax Manager on our Louisville-based Central Tax Team youll have the opportunity to grow beyond traditional boundaries. Youll collaborate closely with investment estate and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situationsfar beyond the preparation of returns.
A Role Designed for Growth and Breadth
This is not a static compliance role. Its a career path designed for tax professionals who want to:
Develop deeper expertise in integrated tax estate and financial planning strategies
See how tax decisions ripple across investments liquidity planning business succession and legacy goals
Build judgment and advisory skills through ongoing client engagementnot just annual deadlines
Evolve alongside a fast-growing firm that values curiosity initiative and professional development
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 required
7 years of experience in a similar setting
Proven experience working with high-net-worth individuals and family entities
Proficiency in technology-driven tax workflows (Thomson Reuters experience preferred)
Strong communication and interpersonal skills with a client-first mindset
Comfortable managing multiple priorities in a fast-paced collaborative environment
Compensation Range:
$125000 - $175000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health dental and vision insurance day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
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
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
Financial Management for Individuals, Businesses, and Nonprofits
