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Tax Manager

Cerity Partners
New York City, New York (US)
Commensurate with skill set
Closing date
Jul 24, 2022

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Job Role
Contract Type
Full Time
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Are you a tax professional who enjoys the challenge of sophisticated tax returns, the pressure of tax season, and the joy when it is all completed? Do you appreciate that great tax advice and service is of incredible value to many high-net-worth clients? If yes, you would be a great fit on our tax teams.

Primary Responsibilities:

Your responsibilities for our New York location would include: 

  • Preparation and review of individual income tax returns including multi-state filings
  • Preparation and review of gift, trust, partnership, corporation, and private foundation tax returns
  • Preparation of quarterly income tax projections, estimated taxes and extensions
  • Assist in various services to high-net-worth individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections
  • Bookkeeping services including general ledger postings, bank reconciliations, write-ups, and preparation of financial statements
  • Preparation of payroll tax returns and other information filings
  • Respond to tax notices and assist with tax audits
  • Ability to research tax issues and apply practical tax analysis
  • Prepare detailed, comprehensible workpapers
  • Familiar with foreign tax filings including F-Bars, PFICS, QEF elections etc.

Responsibilities for our Fort Worth location would include: 

  • Manage, train, and mentor staff on projects and monitor performance of the tax team to serve our clients
  • Prepare and review income tax returns including multi-state filings, and K1s.
  • Mentor and train staff of tax accountants and CPAs
  • Ability to research tax issues and apply practical tax analysis
  • Review financial statements and tax forms to check for errors
  • Provide business management accounting/light booking services for multiple clients

Ideal Candidate Profile – “Our Casting Call!”

  • Minimum requirements: Bachelor’s degree in Accounting and CPA or Enrolled Agent
  • 10+ years of income tax preparation and review experience for high-net-worth individuals
  • Proficient with CCH Axcess Tax/Prosystem fx Tax, BNA Income Tax Planner, QuickBooks, online tax research software and Microsoft Office
  • Experience with trusts, partnerships, S corporations, and foundations preferred
  • Advanced analytical and tax technical skills
  • Must be extremely organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlines
  • Must be able to work weekends during “busy” season
  • Strong verbal and written communication skills – you must clearly communicate with the internal team at all levels and with clients
  • Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task
  • Must accept and thrive in a fast-paced, challenging environment


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 customer 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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