Position Summary: Are you a tax professional looking to step into a role where you can own a function, shape a process, and grow with a business? Cerity Partners is an entrepreneurial, fast-growing RIA where the Tax Manager has a real opportunity to build this role from the ground up: identifying tax credits in new jurisdictions, driving efficiency through insourcing, and ultimately positioning the function to grow into a team. If you are proactive, curious, and ready to leave a mark on a tax function, this may be the right next move.
Primary Responsibilities Multi-State Tax Compliance (SALT)- Prepare and review state and local tax returns across 20+ jurisdictions, including partnership, franchise, gross receipts, and business tax filings
- Manage apportionment analysis and market-based sourcing calculations across key jurisdictions
- Oversee city/local filings including San Francisco Gross Receipts Tax, Philadelphia BIRT/NPT, NYC Commercial Rent Tax, Washington B&O, Tennessee F&E, and LA City Business Tax
- Prepare quarterly federal and state estimated tax payment calculations across all entities; coordinate with external tax advisors for review and sign-off prior to submission
- Take primary ownership of all federal and state tax notices: triage, respond, and resolve
- Maintain state nexus tracker and update filing obligations as new offices open and headcount expands; complete state registrations as needed
- Maintain sales tax compliance, including filing and correspondence
- Prepare monthly or quarterly personal property tax, commercial activity tax, and other returns
Income Tax Provision (ASC 740)- Prepare and maintain the annual income tax provision workbook, including all deferred tax asset/liability schedules
- Perform purchase accounting deferred tax analysis for acquisitions, including identification of book/tax differences arising from intangible asset step-ups
- Prepare and update uncertain tax position (UTP) memos in accordance with ASC 740-10
- Coordinate provision review with Controller and external auditors; prepare supporting schedules and respond to auditor inquiries
Tax Due Diligence on Mergers & Acquisitions- Review target company federal and state tax returns, identify historical exposures, and quantify risk
- Prepare Form 8594 (Asset Acquisition Statement) for all closed asset acquisitions
- Provide support in assessing the tax impact of transactions including mergers, financing, and business initiatives
Partnership & Entity Tax Compliance- Manage K-1 preparation and distribution for equity holders and partners; maintain capital account records
- Maintain tax basis schedules for partnership interests, goodwill, and acquired intangibles
- Work with our external tax team to prepare federal and state corporate income tax returns for the blocker C-corp entity
Process & Systems Management- Support the annual budgeting process by preparing jurisdiction-level tax liability projections
- Proactively identify tax credit opportunities, cost savings, and productivity improvements across jurisdictions - and own the implementation
- Develop and maintain knowledge of tax laws and current developments; evaluate opportunities to insource tax compliance currently handled by external advisors and build toward managing a team
Required Qualifications:- Bachelor's degree in Accounting, Finance, or related field; CPA required
- 5-8+ years of tax experience
- U.S. Federal and state income tax compliance experience required; SALT experience strongly preferred
- Experience with ASC 740 income tax provision preparation
- Ability to manage multiple priorities and deadlines in a fast-paced, acquisitive environment
- Strong analytical, research, and critical thinking skills
- Solid verbal and written communication skills
Preferred Qualifications:- Public accounting background (Big 4 or national firm) with transition to industry
- Demonstrated experience supporting M&A tax due diligence in a transaction-intensive environment
- Prior experience in financial services, RIA, or private equity-backed company
- Master's degree in Accounting or Taxation, or MBA
Skills and Competencies:- Highly organized and adept at implementing processes and creating checklists
- Ability to work efficiently both independently and as part of a team
- Entrepreneurial, proactive mindset - brings ideas, finds opportunities, and builds - not just executes tasks
- Excellent interpersonal and communication skills
Compensation Range: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
