Cerity Partners

Tax Manager

Cerity Partners

full-time

Posted on:

Location Type: Remote

Location: California • Maryland • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $150,000 - $170,000 per year

Job Level

SeniorLead

About the role

  • Prepare complex real estate partnership returns.
  • Review accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.
  • Conduct detailed reviews with occasional preparation work as needed.
  • Manage client relationships, including client groups with multiple entities (up to 100+).
  • Provide direct client contact and develop tailored solutions for client needs.
  • Oversee and train staff, assisting with technical development and mentoring.
  • Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.
  • Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.
  • Handle federal and state tax audits and assist with tax controversy matters.
  • Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.
  • Assist in preparing firm memos and technical documentation.
  • Keep up with industry best practices and tax law updates.
  • Support the development of staff through structured training programs.
  • Lead and execute other tax-related projects as they arise.

Requirements

  • A college degree in accounting or a similar field is required.
  • Certified Public Accountant (CPA) designation is strongly preferred
  • A minimum of 8+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.
  • Experience with trusts, estate tax returns, and/or private foundations is preferred
  • Experience training, managing and mentoring teams
  • Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).
  • Multi-state tax experience is required, and international tax experience is considered a plus.
  • Proficiency in Excel and experience working in a paperless office environment are essential.
  • Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.
Benefits
  • 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
real estate partnership returnstax returnsmulti-state tax issues1031 exchangesQBI deductions704(b) target allocation rulescost segregation studiesfederal and state tax auditstax planningtrusts
Soft Skills
client relationship managementmentoringtrainingcreative thinkingjudgmentcommunicationleadershiporganizational skillsproblem-solvingteam management
Certifications
Certified Public Accountant (CPA)