Tax Manager

Cerity Partners•Cincinnati, OH

1d•Hybrid

About The Position

Cerity Partners is one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, managing over $100 billion in assets. They offer a unique platform where 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. This Tax Manager role, part of the Louisville-based Central Tax Team, is designed for growth beyond traditional boundaries. It involves collaborating closely with investment, estate, and financial planning professionals to apply and expand tax expertise across a broad range of real-world client situations, moving beyond just return preparation. The role emphasizes developing deeper expertise in integrated tax, estate, and financial planning strategies, understanding the ripple effect of tax decisions, building advisory skills through ongoing client engagement, and evolving within a fast-growing firm that values curiosity, initiative, and professional development. Tax is considered a central driver of comprehensive wealth strategy at Cerity Partners.

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.