Principal Tax Manager

Position Summary:   
Are you a tax professional who enjoys the challenge of sophisticated tax returns, excels under the pressure of tax season, and takes pride in delivering exceptional results? Do you recognize the tremendous value expert tax advice and service brings to high-net-worth clients? If yes, you would be an outstanding addition to our tax team in New York City.

Primary Responsibilities  
Preparation and review of individual income tax returns including multi-state filings
Preparation and review of gift, trust, partnership, corporation, and private foundation tax returns
Preparation of quarterly income tax projections, estimated taxes and extensions
Assist in various services to HNW individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections
Respond to tax notices and assist with tax audits
Conduct tax research
Prepare detailed, comprehensible workpapers
Foreign tax filings
Special projects, including forensic analysis in matrimonial actions
Interaction with members of a client’s wealth management team
Developing and maintaining superior client relationships

Required Qualifications:  
CPA designation with a minimum of 7 years of income tax preparation and review experience for high-net-worth individuals
Proficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft Office
Advanced analytical and tax technical skills with experience in planning complex and sophisticated strategies
Highly organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlines
Strong verbal and written communication skills
Collaborative team player committed to delivering superior service and taking complete ownership of responsibilities for even the smallest task
Ability to thrive in a fast-paced, challenging environment

Skills and Competencies:   
Demonstrate strong and effective communication, organizational and time management skills.  
Ability to work in a team based/collaborative environment.  
Must accept and thrive in a fast-paced, changing environment.  
Adherence to all compliance policies & procedures.  
Demonstrate the Cerity Partners culture.

Physical Requirements: 
Prolonged periods sitting at a desk and working on a computer.   
Must be able to lift up to 15 pounds at times.

Compensation Range:
$200,000 - $220,000

Why Cerity Partners :
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
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

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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