Senior Tax Manager

Job not on LinkedIn

🔥 0 minutes ago

🏄 California, Ohio, +2 more states – Remote

🏄 California – Remote 🏈 Ohio – Remote 🦀 Maryland – Remote ⚔️ Virginia – Remote

💵 $190k - $220k / year

⏰ Full Time

🟠 Senior

💰 Tax

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Cerity Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

🏥 Healthcare

Consulting • Insurance • Healthcare

Cerity Partners is a comprehensive financial advisory firm that provides a wide array of services tailored for individuals, families, corporations, and nonprofit organizations. The firm specializes in wealth management, investment solutions, estate and gift planning, tax planning, and risk management. Their approach is centered on delivering objective financial advice and customized strategies aimed at addressing the unique financial needs and complexities faced by their clients.

📋 Description

• Review and prepare accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns • Manage client relationships, including client groups with multiple entities (up to 100+) • Provide direct client contact and develop tailored solutions for client needs • Oversee and train staff, assisting with technical development and mentoring • Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, QBI deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies • Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking • Occasionally assist in preparing complex real estate partnership returns when needed, with most time spent reviewing • Handle federal and state tax audits and assist with tax controversy matters • Maintain expertise in multi-state tax and foreign compliance policies • Assist in preparing firm memos and technical documentation • Keep up with industry best practices and tax law updates • Support staff development through structured training programs • Lead and execute other tax-related projects as they arise

🎯 Requirements

• College degree in accounting or a similar field is required • Certified Public Accountant (CPA) designation • 8–12 years of experience in public accounting is required • Strong accounting knowledge and ability to apply accounting principles to complex tax returns • Experience with client-provided, tax return-ready books and records; no remedial bookkeeping • Experience training, managing, and mentoring teams • Experience with partnership tax matters, including 704(b) capital accounts, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET) • Multi-state tax experience is required • Proficiency in Excel and experience in a paperless office environment are essential • Familiarity with Lacerte, QuickBooks, and CCH Engagement is desirable • Experience with trusts, estate tax returns, and/or private foundations is preferred but not required • International tax experience is a plus • Applicants must be authorized to work for any employer in the U.S.

🏖️ Benefits

• Exceptional opportunity for growth to principal and partner and equity opportunity with ownership in Cerity Partners • True work-life balance • Flexible PTO policy • No minimum overtime requirement • Remote flexibility without sacrificing collaboration or career growth • Generous bonus paid twice a year after each tax season • Health, dental, and vision insurance – day 1 • 401(k) savings and investment plan options with 4% match • Flexible PTO policy • Parental Leave • Financial assistance for advanced education and professional designations • Opportunity to give back time to local communities • Commuter benefits • Paperless environment with leading edge technology and commitment to utilizing AI to automate manual tasks