Role can be remote to the right person, but preferred in Louisville, KY office.

What Makes This Opportunity Different

• No billable hours in a non-traditional public accounting model

• Salary + highly competitive annual bonus targets

• Incentive equity opportunities available for high performers

• Relocation bonus available 64ll help you make Louisville home

• National client exposure 64 Serve sophisticated clients from across the U.S.

• Collaborative, growing team 64 Work in a high-growth, team-based culture that values autonomy, accountability, and shared success.

• Long-term career path 64 Opportunities for advancement, education, and equity
  

As a Tax Principal, you99ll have the opportunity to grow beyond traditional boundaries. You99ll 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 64far beyond the preparation of returns.

A Role Designed for Growth and Breadth

This is not a static compliance role. It99s 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 64not just annual deadlines

• Evolve alongside a fast-growing firm that values curiosity, initiative, and professional development

Primary Responsibilities:

• Review and sign individual and business 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 Tax team grows.

Qualifications:

• Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level

• Growth mindset 64 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

• Bachelor99s degree in Accounting or related field (Master99s 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

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 64 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