Tax Manager

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 helping us deliver exceptional tax services to our clients.

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.
• ~ 5+ Tax Seasons in public tax accounting.
• ~ Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred.
• ~ Effective at managing various projects and taking them to completion by firm deadlines.
• ~ Must accept and thrive in a fast-paced, continuously evolving environment with the mind-set of getting the job completed with quality and on time delivery.

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.

Our Mission:

We are committed to positively impacting the financial well-being of our clients by delivering objective financial advice. You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills.