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
