Senior Tax Associate

As 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 Breadth

This 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:

• $100,000

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

• Unlimited PTO

• Paid parental leave

• Financial assistance for advanced education and professional designations