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.

• 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

• $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!
• 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

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.