Principal Tax Manager

Tax Professional Opportunity In New York CityAre you a tax professional who enjoys the challenge of sophisticated tax returns, excels under the pressure of tax season, and takes pride in delivering exceptional results? Do you recognize the tremendous value expert tax advice and service brings to high-net-worth clients? If yes, you would be an outstanding addition to our tax team in New York City.Primary ResponsibilitiesPreparation and review of individual income tax returns including multi-state filingsPreparation and review of gift, trust, partnership, corporation, and private foundation tax returnsPreparation of quarterly income tax projections, estimated taxes and extensionsAssist in various services to HNW individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projectionsRespond to tax notices and assist with tax auditsConduct tax researchPrepare detailed, comprehensible workpapersForeign tax filingsSpecial projects, including forensic analysis in matrimonial actionsInteraction with members of a client's wealth management teamDeveloping and maintaining superior client relationshipsRequired Qualifications:CPA designation with a minimum of 7 years of income tax preparation and review experience for high-net-worth individualsProficient with CCH Axcess Tax, Income Tax Planner, online tax research software, and Microsoft OfficeAdvanced analytical and tax technical skills with experience in planning complex and sophisticated strategiesHighly organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlinesStrong verbal and written communication skillsCollaborative team player committed to delivering superior service and taking complete ownership of responsibilities for even the smallest taskAbility to thrive in a fast-paced, challenging environmentSkills and Competencies:Demonstrate strong and effective communication, organizational and time management skills.Ability to work in a team based/collaborative environment.Must accept and thrive in a fast-paced, changing environment.Adherence to all compliance policies & procedures.Demonstrate the Cerity Partners culture.Physical Requirements:Prolonged periods sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at times.Compensation Range:$200,000 - $220,000Why 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% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter benefitsCerity 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 Applicants must be authorized to work for any employer in the U.S.