Tax Manager

Cerity Partners•Cincinnati, OH

23h•Hybrid

About The Position

Are you a tax professional looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for clients? Do you want your career potential to expand without artificial limits in a fast-growing, entrepreneurial environment? Role can be remote to the right person, but preferred in Louisville, KY office. At Cerity Partners, tax is not an isolated function—it is a central driver of comprehensive wealth strategy. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we 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. As a Tax Manager on our Louisville-based Central Tax Team, you’ll have the opportunity to grow beyond traditional boundaries. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations—far beyond the preparation of returns. This is not a static compliance role. It’s a career path designed for tax professionals who want to develop deeper expertise in integrated tax, estate, and financial planning strategies, see how tax decisions ripple across investments, liquidity planning, business succession, and legacy goals, build judgment and advisory skills through ongoing client engagement—not just annual deadlines, and evolve alongside a fast-growing firm that values curiosity, initiative, and professional development. Cerity Partners is one of the nation’s leading independent financial advisory firms, serving high-net-worth individuals & their families, businesses & their employees, and nonprofit organizations. Their in-house experts are passionate about and committed to providing objective financial advice & oversight. They manage over $100 billion assets and are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The firm values collaboration, autonomy, accountability, and shared success, and is dedicated to building an inclusive and diverse workforce.

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