Tax Manager

Cerity Partners•Cincinnati, OH

1d•Hybrid

About The Position

Cerity Partners is seeking a Tax Manager to join their Louisville-based Central Tax Team. This role is designed for tax professionals who want to expand their expertise beyond traditional year-end compliance work and apply it in deeper, more meaningful ways for clients. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, Cerity Partners integrates tax as a central driver of comprehensive wealth strategy. Tax professionals are embedded in long-term client relationships, actively shaping financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. This is not a static compliance role but a career path focused on developing deeper expertise in integrated tax, estate, and financial planning strategies, understanding the ripple effect of tax decisions across investments, liquidity planning, business succession, and legacy goals. The position emphasizes building judgment and advisory skills through ongoing client engagement and offers opportunities for advancement, education, and equity in a fast-growing, entrepreneurial environment. The role can be remote for the right candidate but is preferred in the Louisville, KY office. The opportunity offers a non-traditional public accounting model with no billable hours, competitive annual bonus targets, incentive equity opportunities for high performers, and a relocation bonus.

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.