Role can be remote to the right person, but preferred in Louisville, KY office.

What Makes This Opportunity Different

• No billable hours in a non-traditional public accounting model

• Salary + highly competitive annual bonus targets

• Incentive equity opportunities available for high performers

• Relocation bonus available 64ll help you make Louisville home

• National client exposure 64 Serve sophisticated clients from across the U.S.

• Collaborative, growing team 64 Work in a high-growth, team-based culture that values autonomy, accountability, and shared success.

• Long-term career path 64 Opportunities for advancement, education, and equity
  

As a Tax Manager on our Louisville-based Central Tax Team, you99ll have the opportunity to grow beyond traditional boundaries. You99ll 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 64far beyond the preparation of returns.

A Role Designed for Growth and Breadth

This is not a static compliance role. It99s 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 64not just annual deadlines

• Evolve alongside a fast-growing firm that values curiosity, initiative, and professional development

Primary 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.

Qualifications:

• Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level

• Growth mindset 64 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

• Bachelor99s degree in Accounting or related field (Master99s in Taxation a plus)

• 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 (Thomson Reuters experience preferred)

• Strong communication and interpersonal skills, with a client-first mindset

• Comfortable managing multiple priorities in a fast-paced, collaborative environment

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 64 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