Tax Principal

Primary Responsibilities

• Review and sign complex income tax returns for high-net-worth and ultra-high-net-worth clients nationwide.

• Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings.

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

• Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.

• Mentor junior staff, sharing expertise and promoting professional growth across the team.

• Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.

• Contribute to process improvements, helping refine workflow and support scalability as our Central Tax team grows.
  

Required 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 required

• 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:

• $125,000
   

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