Tax Accountant - Senior AssociateAs a
Tax Accountant - Senior Associate, you'll have the opportunity to grow beyond traditional boundaries. You'll 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 situations-far beyond the preparation of returns.
A Role Designed for Growth and BreadthThis is not a static compliance role. It's 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 engagement-not 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
- Bachelor's degree in Accounting or related field (Master's 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: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
