Cerity Partners · 7 hours ago
Tax Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$150K/yr - $170K/yr
8+ years expCerity Partners is a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises. They are seeking a Tax Manager to review and adjust accounting prepared by tax accountants, and to prepare and review tax returns for various entities, primarily focusing on real estate and partnerships.
BankingFinanceFinancial Services
No H1B
Responsibilities
Prepare complex real estate partnership returns
Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns
Conduct detailed reviews with occasional preparation work as needed
Manage client relationships, including client groups with multiple entities (up to 100+)
Provide direct client contact and develop tailored solutions for client needs
Oversee and train staff, assisting with technical development and mentoring
Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies
Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking
Handle federal and state tax audits and assist with tax controversy matters
Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations
Assist in preparing firm memos and technical documentation
Keep up with industry best practices and tax law updates
Support the development of staff through structured training programs
Lead and execute other tax-related projects as they arise
Qualification
Required
A college degree in accounting or a similar field is required
Certified Public Accountant (CPA) designation is strongly preferred
A minimum of 8+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm
Multi-state tax experience is required, and international tax experience is considered a plus
Proficiency in Excel and experience working in a paperless office environment are essential
Preferred
Experience with trusts, estate tax returns, and/or private foundations is preferred
Experience training, managing and mentoring teams
Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET)
Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable
Benefits
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
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase