Senior Tax Associate

Grow Your Expertise. Expand Your Impact.

Are you a tax professional looking for more than year-end compliance work Do you want to continually expand your expertise while applying it in deeper more meaningful ways for clients Do you want your career potential to expand without artificial limits in a fast-growing entrepreneurial environment

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

• 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 equity
  

At Cerity Partners tax is not an isolated functionit 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 Accountant Senior Associate youll have the opportunity to grow beyond traditional boundaries. Youll 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 situationsfar beyond the preparation of returns.

A Role Designed for Growth and Breadth

This is not a static compliance role. Its 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 engagementnot just annual deadlines

• Evolve alongside a fast-growing firm that values curiosity initiative and professional development

Primary Responsibilities:

• Prepare and/or review complex income tax returns for local and nationwide high-net-worth clients

• Prepare and review tax projections for estimated payments charitable strategies retirement planning and Roth conversions.

• Collaborate with tax business advisory team and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients

• Research analyze and resolve a wide range of tax issues

• Communicate with clients to request data respond to questions and participate in client meetings as a support role for the lead advisor

• Proactively interact with clients and assist in creating an outstanding client experience.

• Assist with the timely completion and submission of all client-related transaction requests.

• Organize and maintain the CRM system (Salesforce) utilize Thomson Reuters Suite to prepare returns and projections.

• Drive proactive process improvement for advisors and team members.

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

• Bachelors degree in Accounting or related field (Masters in Taxation a plus)

• CPA EA or JD designation recommended

• 3-7 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

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

Compensation Range:

• $100000

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 options with 4% match

• Unlimited PTO

• Paid parental leave

• Financial assistance for advanced education and professional designations

Cerity 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.