Tax Manager

Cerity Partners Management LLC; Cincinnati (OH); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental leave

Financial assistance for advanced education

Commuter benefits

Job summary

Cerity Partners Management LLC is seeking a Tax Manager for its Central Tax Team based in Louisville, Kentucky. This role involves reviewing tax returns and leading planning conversations for high-net-worth clients. Candidates should have at least 7 years of experience and hold a CPA, EA, or JD designation.

The position offers a competitive salary between $125,000 and $175,000, along with a range of benefits including health insurance, flexible PTO, and 401(k) matching. A remote work option is available, though presence in the Louisville office is preferred.

Qualifications

• 7+ years of experience in a similar setting.
• Proven experience with high-net-worth individuals.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Review and sign tax returns for high-net-worth clients.
• Lead tax planning conversations with financial advisors.
• Prepare and review tax projections for various strategies.
• Act as dedicated tax advisor to clients.
• Mentor junior staff and promote professional growth.

Skills

Experience with private equity

Executive compensation

Multi-state filings

Strong communication skills

Client-first mindset

Education

Bachelor's degree in Accounting or related field

CPA, EA, or JD designation

Tools

Thomson Reuters

Job description

Overview

Cerity Partners is hiring a Tax Manager for its Louisville-based Central Tax Team. The role can be remote, but a presence in the Louisville office is preferred. This position focuses on integrated tax, estate, and financial planning, working with high-net-worth individuals and families across the U.S.

What Makes This Opportunity Different

• No billable hours in a non-traditional public accounting model
• Salary + highly competitive annual bonus targets
• Incentive equity opportunities for high performers
• Relocation bonus available – we’ll help you make Louisville home
• National client exposure – serve sophisticated clients from across the U.S.
• Collaborative, growing team within a high-growth culture that values autonomy, accountability, and shared success
• Long-term career path – opportunities for advancement, education, and equity

Primary Responsibilities

• Review and sign individual and business tax returns for high‑net‑worth and ultra‑high‑net‑worth clients nationwide.
• Lead tax planning conversations in collaboration with financial advisors, presenting strategy and projections in client‑facing meetings.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long‑term relationships.
• Mentor junior staff, sharing expertise and promoting professional growth across the team.
• Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
• Contribute to process improvements, refining workflow and supporting scalability as the Central Tax team grows.

Qualifications

• Experience with private equity, executive compensation, high‑complexity K‑1 activity, and multi‑state filings at the individual level.
• Growth mindset – desire to improve, learn, and evolve in a high‑performing team.
• Ability to thrive in a fast‑paced, dense environment during tax season.
• Interest in building a long‑term career with access to unique career paths and advancement opportunities as Cerity Partners continues to grow.
• Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus).
• CPA, EA, or JD designation required.
• 7+ years of experience in a similar setting.
• Proven experience working with high‑net‑worth individuals and family entities.
• Proficiency in technology‑driven tax workflows (Thomson Reuters experience preferred).
• Strong communication and interpersonal skills, with a client‑first mindset.
• Comfortable managing multiple priorities in a fast‑paced, collaborative environment.

Compensation Range

$125,000 – $175,000, plus annual bonus targets.

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.

Equal Opportunity Employer

Cerity Partners is an Equal Opportunity Employer. We do not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other characteristic protected by law. We provide accommodations to applicants with disabilities or special needs upon request.