Senior Tax Manager

We are a sophisticated tax, accounting, and advisory practice with approximately fifty professionals specializing in serving family office and real estate private equity sponsors with tax, and multi-generational trust and estate compliance and planning. This fully remote opportunity can be based anywhere in the U.S.

About the role

We are seeking a CPA with 8–12 years of experience from a mid-to-large sized local firm with business accounting and tax experience emphasizing partnership, trust, and individual tax. The position will initially focus on the preparation of complex business and personal tax returns, with opportunities to take on additional review and client responsibilities as you develop. You will prepare and review tax returns and accounting prepared by our tax accountants for Partnership, S-Corporation, Individual, gift, private foundation, and Trust Tax Returns. Strong knowledge of accounting principles is required in addition to tax expertise to ensure accuracy and completeness. The role relies on tax return-ready books and records provided by clients and does not involve remedial bookkeeping.

Our largest concentration of clients 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 and caring deeply about taking great care of clients is essential. You are self-directed, proactive in developing solutions, and flexible enough to manage multiple priorities.

Responsibilities

• Review and prepare accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.
• 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.
• Occasionally assist in preparing complex real estate partnership returns, though the majority of time will be spent reviewing.
• 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.

Requirements

• A college degree in accounting or a similar field is required.
• Certified Public Accountant (CPA) designation.
• 8–12 years of experience in public accounting, with a strong preference for candidates from a mid-to-large-sized local firm.
• Strong accounting knowledge and the ability to apply accounting principles to the preparation and review of complex tax returns.
• Experience with client-provided, tax return-ready books and records; this role does not involve remedial bookkeeping.
• Experience with trusts, estate tax returns, and/or private foundations is preferred but not required.
• 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; international tax experience is a plus.
• Proficiency in Excel and experience working in a paperless office environment are essential.
• Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.

About Us

Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estate planning, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services. With a team that includes seasoned partners and principals, we benefit from exceptional tenure across our professional and administrative staff. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge that strengthen our service delivery and client outcomes.

Why join us

• Exceptional opportunity for growth to principal and partner, including equity ownership in Cerity Partners.
• True work-life balance with a flexible PTO policy that you can actually use—no minimum overtime requirement.
• Remote flexibility without sacrificing collaboration or career growth.
• Longevity matters: Our team includes partners and principals with decades of tenure—people stay because they love the work and our culture.
• Deep client relationships: Work with the same clients year after year, not transactional engagements.

Benefits

• Generous bonus paid twice a year after each tax season.
• Health, dental, and vision insurance effective day one.
• 401(k) savings and investment plan options with a 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.
• Paperless environment with leading-edge technology and a commitment to utilizing AI to automate manual tasks.

Pay

$190,000–220,000