Principal Tax Manager

Cerity Partners • New York City, NY

11d

About The Position

Cerity Partners is seeking a Principal Tax Manager to join its tax team in New York City. The role serves high-net-worth clients and involves preparing and reviewing complex tax returns, providing tax planning and related financial services, conducting tax research, and supporting audits and special projects. The position calls for strong technical expertise, organization, communication, teamwork, and a commitment to superior client service in a fast-paced environment.

Requirements

• CPA designation.
• At least 7 years of income tax preparation and review experience for high-net-worth individuals.
• Proficiency with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft Office.
• Advanced analytical and tax technical skills, including experience planning complex and sophisticated strategies.
• Strong verbal and written communication skills.
• Strong organizational and time management skills; highly organized and detail-oriented, with the ability to manage workflow and multiple priorities and meet deadlines.
• Ability to work collaboratively as part of a team.
• Commitment to superior service and taking ownership of responsibilities, including small tasks.
• Ability to thrive in a fast-paced, challenging, and changing environment.

Responsibilities

• Prepare and review individual income tax returns, including multi-state filings.
• Prepare and review gift, trust, partnership, corporation, and private foundation tax returns.
• Prepare quarterly income tax projections, estimated taxes, and extensions.
• Assist high-net-worth individuals with services including mortgage applications, insurance matters, required minimum distribution analysis, and cash flow projections.
• Respond to tax notices and assist with tax audits.
• Conduct tax research.
• Prepare detailed, comprehensible workpapers.
• Handle foreign tax filings.
• Work on special projects, including forensic analysis in matrimonial actions.
• Interact with members of a client’s wealth management team.
• Develop and maintain superior client relationships.
• Adhere to compliance policies and procedures and demonstrate the Cerity Partners culture.

Benefits

• Health insurance, available from day one.
• Dental insurance, available from day one.
• Vision insurance, available from day one.
• 401(k) savings and investment plan options with a 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Principal
• Education Level: No Education Listed