Tax Manager - Firm Services

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.

###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: $135,000 – $165,000 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!

###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. Ultimately, outstanding wealth management is about people and relationships.

Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms.

We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view.

We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people.

We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people.

Located throughout the U. S. , our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.