Tax Manager

Overview

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywhere in the US.

We are seeking a Tax Manager with at least 8+ years of experience from a mid-to-large sized local firm with business accounting and tax experience to join our firm. You will be reviewing and adjusting the accounting prepared by our tax accountants and preparing and reviewing tax returns for Partnership, S-Corporation, Individual, and Trust Tax Returns. Our firm has a broad base of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.

The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role. You are self-directed, proactive in developing solutions, and flexible enough to manage multiple priorities.

• Prepare complex real estate partnership returns.
• Review accounting, work papers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.
• Conduct detailed reviews with occasional preparation work as needed.
• 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, Qualified Business Income (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.
• Handle federal and state tax audits and assist with tax controversy matters.
• Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.
• Assist in preparing firm memos and technical documentation.
• Keep up with industry best practices and tax law updates.
• Support the development of staff through structured training programs.
• Lead and execute other tax-related projects as they arise.

• A college degree in accounting or a similar field is required.
• Certified Public Accountant (CPA) designation is strongly preferred
• A minimum of 8+ years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.
• Experience with trusts, estate tax returns, and/or private foundations is preferred
• Experience training, managing and mentoring teams
• Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).
• Multi-state tax experience is required, and international tax experience is considered a plus.
• Proficiency in Excel and experience working in a paperless office environment are essential.
• Familiarity with software such as Lacerte, Quick Books, and CCH Engagement is desirable.

Compensation Range: $,000

At Cerity Partners, you're not just joining a firm—you're joining an industry leader. Of those surveyed, 98% of our colleagues believe will continue leading for years to come. When nearly everyone believes in where we're headed, you know you're in the right place. We set ourselves apart with a commitment to developing our teams with leadership development and cutting-edge learning platforms.

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
• Oppo…