Tax Manager-Principal

At Cerity Partners, the Tax Manager is an integral part of their client’s holistic financial picture. Join a diverse team of experts helping high net worth and ultra-high net worth clients develop and manage their comprehensive wealth management plan through collaboration with financial planning, investment management, estate planning, tax planning, and risk management experts.

We are proud of our unique approach to public accounting, which sets us apart from traditional firms:

• We do not track billable hours. This allows our team to focus on providing the best possible service to their clients, without worrying about how long it takes.
• Colleagues are uniquely empowered with professional autonomy and trust. We believe that they are best equipped to make decisions that are in the best interests of both their clients and themselves.
• Our built-in business development funnel leverages our strong relationships with clients, deep industry knowledge, and expert wealth management services to generate new business.

You can develop your career through collaboration with your team of local specialists, and a network of specialists nationwide. That development will be cultivated through multifaceted and complex engagements, formal training, and informal mentoring. At Cerity Partners, we encourage you to be a lifelong learner and to expand your knowledge of tax law and other financial planning topics. This will enable you to provide advice that goes beyond tax planning and compliance, and help your clients achieve their financial goals.

We are seeking a brilliant, self-reliant, and confident individual with the highest level of personal integrity to join our tax team as a Tax Manager. In this role, you will help set the tone and foster a culture that you and the rest of the tax team enjoy; creating an environment where every colleague feels appreciated while providing world-class client service to your clients.

Cerity Partners is proudly ranked as a Top 10 RIA Firm in Barron’s 2022 Top 100 RIA Firms and named as one of USA Today’s Best Financial Advisory Firms in 2023. These accolades are proudly displayed as a testament to the global workplace culture, where employees have abundant opportunities for advancement and enjoy the company of their colleagues. We are a technology-forward company that is experiencing rapid growth, locally, regionally, and nationally. In an ever-changing workforce for tax professionals, Cerity Partners is positioned to create stability within the CPA profession.

Enjoy competitive wages, updated facilities, and excellent benefits, including flexible paid time off (PTO), flexible work environments, remote work opportunities, organized and pre-paid continuing education, and advancement and equity ownership opportunities.

Primary Responsibilities:

• Collaborate with tax and financial advisors to create integrated planning opportunities for 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 for nationwide high net worth clients
• 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

• 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
• Must accept and thrive in a fast-paced, changing environment with the mind-set of getting the job completed with quality and on time delivery

Company Overview:

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 is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. 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. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class client experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

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