Tax Manager

2 weeks ago

Bardstown, Kentucky, United States Cerity Partners Full time
About the Role

Cerity Partners is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will play a key role in providing world-class client service and helping to drive business growth.

Key Responsibilities
  • Collaborate with tax and financial advisors to create integrated planning opportunities for high net worth and ultra-high net worth clients.
  • Lead in-person and virtual client meetings, presenting deliverables to clients and providing a support tax advisory role for financial advisors.
  • Review and sign prepared Individual and Business tax returns and tax projections.
  • Assist in securing and retaining client relationships as a dedicated tax advisor for Cerity's financial planning teams through built-in business development funnel.
  • Mentor and encourage fellow tax advisors to advance their skill sets.
Requirements
  • Bachelor's degree with concentration in accounting or related field - required.
  • CPA/EA/JD designation - required.
  • CFP or Series 65 designation encouraged.
  • 5+ Tax Seasons in public tax accounting.
  • Experience using Thomson Reuters CS Professional Suite (UltraTax) - preferred.
  • Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred.
  • Strong collaboration, interpersonal and communication skills.
  • Effective at managing various projects and taking them to completion by firm deadlines.
About Cerity Partners

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.

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