Tax Manager | Wealth Management

Job Details

Level

Management

Job Location

Bardstown Office - Bardstown, KY

Position Type

Full Time

Education Level

4 Year Degree

Salary Range

$90,000.00 - $110,000.00 Salary / year

Job Category

Accounting

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 the entire tax team will enjoy; creating an environment where every colleague feels appreciated while providing world-class client service to your clients.

Benefits & Perks :

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

• We do not track billable hours allowing our team to focus on providing the best possible service to their clients, without worrying about how long it takes.
• Enjoy competitive wages and excellent benefits, including flexible paid time off (PTO), flexible work environments, remote work opportunities, and equity ownership opportunities.
• 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.
• We encourage you to be a lifelong learner and to expand your knowledge of tax law and other financial planning topics. We provide organized and pre-paid continuing education, and advancement opportunities.
• We are a technology-forward company, using it to create smarter, more streamlined solutions.
• In an ever-changing workforce for tax professionals, Cerity Partners is positioned to create stability within the CPA profession.

Primary 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.

Ideal Candidate Profile

• 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
• 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

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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