CPA/Senior Tax Preparer

Are you a tax professional looking for more than year-end compliance work? 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 National client exposure – Serve sophisticated clients from across the U.Long-term career path – Opportunities for advancement, education, and equity At Cerity Partners, tax is not an isolated function—it is a central driver of comprehensive wealth strategy. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. 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.

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. 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.

Health, dental, and vision insurance – day 1!

401(k) savings and investment plan options with 4% match

Financial assistance for advanced education and professional designations

We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.

Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set.

Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. We don’t just look for short-term gains, we seek long-term growth. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

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