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Tax Manager

2 months ago


Louisville, Kentucky, United States Cerity Partners Full time
Unlock Your Tax Expertise

Cerity Partners is seeking a highly skilled Tax Manager to join our team. As a key member of our tax team, you will play a critical role in providing world-class client service and driving 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.
  • Keen, consistent attention to detail.
  • Proven ability to independently analytically solve issues both proactively and reactively.
  • Effective at managing various projects and taking them to completion by firm deadlines.
  • Positive attitude, team player and professional appearance.
  • Adaptable to evolving processes.
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.