Senior Tax Manager

Cerity Partners

Senior Tax Manager preparing and reviewing complex partnership, real estate, trust, and individual tax returns. Serving high-net-worth wealth management clients at Cerity Partners.

Posted 8/12/2026full-timeRemote • California, Maryland, Ohio, Virginia • 🇺🇸 United StatesSenior💰 $190,000 - $220,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced expertise in multi-state tax issues, partnership tax matters, and federal and state tax audits, while effectively managing client relationships and mentoring staff. Proficient in tax planning and preparing complex tax returns, with a strong foundation in accounting principles.

Highest-signal resume keywords

Certified Public Accountant (CPA)Multi-State Tax ExperiencePartnership Tax MattersClient Relationship ManagementStaff Training and Mentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationAccounting PrinciplesTax PlanningComplex Tax ReturnsFederal and State Tax AuditsCost Segregation Studies1031 ExchangesQBI DeductionsSection 163(j)Pass-Through Entity Tax (PTET)

Soft Skills

Client ContactCreative ThinkingJudgment

Tools & Technologies

ExcelLacerteQuickBooksCCH Engagement

Certifications & Qualifications

Certified Public Accountant (CPA)

Industry Keywords

Public AccountingTax ComplianceForeign Compliance PoliciesReal Estate Partnership ReturnsTrusts and Estate Tax Returns

About the role

Key responsibilities & impact

Review and prepare accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns
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, 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
Occasionally assist in preparing complex real estate partnership returns when needed, with most time spent reviewing
Handle federal and state tax audits and assist with tax controversy matters
Maintain expertise in multi-state tax and foreign compliance policies
Assist in preparing firm memos and technical documentation
Keep up with industry best practices and tax law updates
Support staff development through structured training programs
Lead and execute other tax-related projects as they arise

Requirements

What you’ll need

College degree in accounting or a similar field is required
Certified Public Accountant (CPA) designation
8–12 years of experience in public accounting is required
Strong accounting knowledge and ability to apply accounting principles to complex tax returns
Experience with client-provided, tax return-ready books and records; no remedial bookkeeping
Experience training, managing, and mentoring teams
Experience with partnership tax matters, including 704(b) capital accounts, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET)
Multi-state tax experience is required
Proficiency in Excel and experience in a paperless office environment are essential
Familiarity with Lacerte, QuickBooks, and CCH Engagement is desirable
Experience with trusts, estate tax returns, and/or private foundations is preferred but not required
International tax experience is a plus
Applicants must be authorized to work for any employer in the U.S.

Benefits

Comp & perks

Exceptional opportunity for growth to principal and partner and equity opportunity with ownership in Cerity Partners
True work-life balance
Flexible PTO policy
No minimum overtime requirement
Remote flexibility without sacrificing collaboration or career growth
Generous bonus paid twice a year after each tax season
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
Paperless environment with leading edge technology and commitment to utilizing AI to automate manual tasks