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 in sourcing, 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.

• 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

• 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

• 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

• 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

• 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

• 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

• 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

• Highly organized and adept at implementing processes and creating checklists
• Ability to work efficiently both…