Principal Tax Manager: HNW & Multi-State Returns

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

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.