Tax Manager

** Grow Your Expertise. Expand Your Impact.
**** 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 – We’ll help you make Louisville home
* National client exposure – Serve sophisticated clients from across the U.S.
* Collaborative, growing team – Work in a high-growth, team-based culture that values autonomy, accountability, and shared success.
* Long-term career path – Opportunities for advancement, education, and equityAt
** Cerity Partners**, tax is not an isolated function—it is a central driver of comprehensive wealth strategy. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses.

As a
** Tax Manager
** on our Louisville-based
** Central Tax Team**, you’ll have the opportunity to grow beyond traditional boundaries. You’ll 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—far beyond the preparation of returns.
** A Role Designed for Growth and Breadth
** This is not a static compliance role. It’s 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—not 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 – 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
* Bachelor’s degree in Accounting or related field (Master’s 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
** Compensation Range:**$125,000 - $175,000
** 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…