Principal Tax Manager

Cerity Partners; New York (NY); On-site; USD 200,000 - 220,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in New York City seeks an experienced tax professional to join our high-net-worth tax team. You will prepare and review complex individual returns, multi-state filings, and various tax forms for estates, trusts, and businesses.

The role emphasizes sophisticated tax planning, client service excellence, and collaboration with wealth management colleagues in a fast-paced environment. CPA and 7+ years of experience are required.

Qualifications

• CPA designation with a minimum of 7 years of income tax preparation and review experience for high-net-worth individuals.
• Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft Office.
• Advanced analytical and tax technical skills with experience in planning complex and sophisticated strategies.
• Highly organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlines.
• Strong verbal and written communication skills.
• Collaborative team player committed to delivering superior service and taking complete ownership of responsibilities for even the smallest task.
• Ability to thrive in a fast-paced, challenging environment.

Responsibilities

• 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 HNW individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections
• Respond to tax notices and assist with tax audits
• Conduct tax research
• Prepare detailed, comprehensible workpapers
• Foreign tax filings
• Special projects, including forensic analysis in matrimonial actions
• Interaction with members of a client’s wealth management team
• Developing and maintaining superior client relationships

Skills

Communication skills

Team player

Adaptability

Compliance awareness

Education

CPA designation

Tools

CCH Axcess Tax

Income Tax Planner

Online tax research software

Microsoft Office

Job description

Position Summary

Are you a tax professional who enjoys the challenge of sophisticated tax returns, excels under the pressure of tax season, and takes pride in delivering exceptional results? Do you recognize the tremendous value expert tax advice and service brings to high-net-worth clients? If yes, you would be an outstanding addition to our tax team in New York City.

Primary Responsibilities

• 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 HNW individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections
• Respond to tax notices and assist with tax audits
• Conduct tax research
• Prepare detailed, comprehensible workpapers
• Foreign tax filings
• Special projects, including forensic analysis in matrimonial actions
• Interaction with members of a client’s wealth management team
• Developing and maintaining superior client relationships

Required Qualifications

• CPA designation with a minimum of 7 years of income tax preparation and review experience for high-net-worth individuals
• Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft Office
• Advanced analytical and tax technical skills with experience in planning complex and sophisticated strategies
• Highly organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlines
• Strong verbal and written communication skills
• Collaborative team player committed to delivering superior service and taking complete ownership of responsibilities for even the smallest task
• Ability to thrive in a fast-paced, challenging environment

Skills and Competencies

• Demonstrate strong and effective communication, organizational and time management skills.
• Ability to work in a team based/collaborative environment.
• Must accept and thrive in a fast-paced, changing environment.
• Adherence to all compliance policies & procedures.
• Demonstrate the Cerity Partners culture.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Compensation Range

$200,000 - $220,000

Why Cerity Partners

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• 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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.