Tax Manager

Cerity Partners•Louisville, KY

1d•Hybrid

About The Position

Cerity Partners is one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, where tax is a central driver of comprehensive wealth strategy. Tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. As a Tax Manager on the Louisville-based Central Tax Team, you will grow beyond traditional boundaries, collaborating closely with investment, estate, and financial planning professionals. This role offers the opportunity to continuously apply and expand tax expertise across a broad range of real-world client situations, extending far beyond the preparation of returns. It is a career path designed for tax professionals who want to develop deeper expertise in integrated tax, estate, and financial planning strategies, understand the ripple effect of tax decisions across investments, liquidity planning, business succession, and legacy goals, build judgment and advisory skills through ongoing client engagement, and evolve alongside a fast-growing firm that values curiosity, initiative, and professional development. The role can be remote for the right candidate, but a preference is given for the Louisville, KY office.

Requirements

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 and 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.
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.
Strong communication and interpersonal skills, with a client-first mindset.
Comfortable managing multiple priorities in a fast-paced, collaborative environment.

Nice To Haves

Master’s in Taxation a plus
Thomson Reuters experience preferred

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 Cerity Partners' 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, helping refine workflow and support scalability as our Central Tax team grows.

Benefits

Salary + highly competitive annual bonus targets
Incentive equity opportunities available 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 – Work in a high-growth, team-based culture that values autonomy, accountability, and shared success.
Long-term career path – Opportunities for advancement, education, and equity
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