Principal Tax Manager

Cerity Partners Management LLC; United States; On-site; USD 200,000 - 220,000; Full time

Benefits offered by this job

Health, dental, and vision insurance -

401(k) savings and investment plan 4%

Flexible PTO policy

Parental Leave

Financial assistance for advanced教育

Commuter benefits

Job summary

Cerity Partners is seeking a CPA with a minimum of 7 years' income tax preparation and review experience for high-net-worth individuals in New York City. This role demands rigorous technical skills and the ability to deliver accurate, timely results during tax season.

You will prepare and review complex returns (individual, multi-state, gift, trust, partnership, corporation, and private foundation), develop quarterly projections, respond to notices, conduct tax research, and collaborate with

Qualifications

• CPA designation with minimum 7 years of income tax preparation and review experience for high-net-worth individuals
• Proficient with tax software and MS Office
• Advanced analytical and tax technical skills for planning complex strategies
• Highly organized and detail oriented; able to manage multiple priorities and deadlines
• Strong verbal and written communication skills
• Collaborative team player with ownership mindset
• Able 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

CPA designation

7+ years experience

High-net-worth

Tax research tools

Microsoft Office

Analytical skills

Organized

Communication skills

Team player

Fast-paced

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.

Benefits

• 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. Applicants must be authorized to work for any employer in the U.S.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over 190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.