Senior Tax Manager

This is a fully remote position, open to applicants in California, +3 more states.

📋 Description

• Review and prepare accounting documents, workpapers, and tax returns, which include partnership, S corporation, C corporation, trust, and individual (1040) returns.

• Manage relationships with clients, including those with multiple entities (up to 100+).

• Engage directly with clients and create customized solutions to meet their needs.

• Supervise and mentor staff, aiding in their technical development.

• Utilize advanced knowledge in multi-state tax issues, 1031 exchanges, 163(j) limitations, QBI deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.

• Conduct tax planning and oversee special projects that require analysis, judgment, and innovative thinking.

• Occasionally assist in the preparation of complex real estate partnership returns when necessary, primarily focusing on review.

• Manage federal and state tax audits and provide assistance with tax controversy matters.

• Maintain expertise in multi-state tax and foreign compliance regulations.

• Aid in the preparation of firm memos and technical documentation.

• Stay updated on industry best practices and changes in tax law.

• Foster staff development through organized training programs.

• Lead and implement various tax-related projects as they arise.

⛳️ Requirements

• A college degree in accounting or a related field is mandatory.

• Possession of a Certified Public Accountant (CPA) designation is essential.

• A minimum of 8–12 years of experience in public accounting is required.

• Strong accounting knowledge and the ability to apply accounting principles to intricate tax returns are necessary.

• Experience with client-supplied, tax return-ready books and records is required; no remedial bookkeeping.

• Proven experience in training, managing, and mentoring teams.

• Familiarity with partnership tax matters, including 704(b) capital accounts, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET) is crucial.

• Experience in multi-state tax is a necessity.

• Proficiency in Excel and experience in a paperless office environment are vital.

• Familiarity with Lacerte, QuickBooks, and CCH Engagement is beneficial.

• Experience with trusts, estate tax returns, and/or private foundations is preferred but not required.

• International tax experience is an advantage.

• Candidates must be authorized to work for any employer in the U.S.

🏝️ Benefits

• Exceptional potential for advancement to principal and partner roles, along with equity opportunities at Cerity Partners.

• Genuine work-life balance.

• Flexible PTO policy.

• No minimum overtime requirement.

• Remote working options without compromising collaboration or career progression.

• Generous bonuses paid biannually following each tax season.

• Health, dental, and vision insurance available from day one.

• 401(k) savings and investment plan options with a 4% match.

• Flexible PTO policy.

• Parental leave.

• Financial support for advanced education and professional designations.

• Opportunities to contribute time to local communities.

• Commuter benefits.

• A paperless environment equipped with cutting-edge technology and a commitment to leveraging AI for the automation of manual tasks.