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
