Position Summary: 

Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.

Primary Responsibilities

• Preparation and review of personal and fiduciary income tax returns including multi-state filings
• Preparation and review of tax projections for planning and estimated taxes and other tax planning
• Respond to tax notices and assist with tax audits
• Tax research and special projects
• Review of payroll tax returns and other information tax return filings
• Provide financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements
• Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ensuring regulatory compliance.
• Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
• Responsible for developing and maintaining superior client relationships
• Interaction with other members of a client’s wealth management team
• Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
• Provide comprehensive tax advisory services to private equity executives on carried interest structures, ensuring compliance with IRC Section 1061 three-year holding period requirements and optimizing the tax treatment of capital versus ordinary allocations.
• Navigate complex AMT planning for ISO exercises and multi-state tax allocation issues, ensuring accurate sourcing of equity compensation income across jurisdictions and optimal timing of elections under IRC Section 83(b).

Required Qualifications:

• Extensive knowledge of income tax planning, financial planning and financial administration
• Bachelor’s degree in Accounting, Masters in Tax a plus
• CPA license preferred, CFP desirable
• Proficient in Bloomberg Tax and BNA software systems for tax research, compliance, and advisory services
• 5 – 7 years of High-Net-Worth tax experience with CPA firm or wealth management firm
• Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high-net-worth individuals
• Proficiency with CCH Axcess Tax
• Ability to manage professionals, workflow, to multitask and meet deadlines
• Excellent oral and written communication skills, strong organizational skills and attention to detail
• Professionalism, dependability, integrity and trustworthiness combined with a team mentality

Compensation Range:

$100,000-150,000

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
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits