Remote Senior Tax Preparer

We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywhere in the US. If you are near the Encino office, hybrid schedule is preferred.

We are seeking a CPA with at least 710 years of public accounting experience from a respected mid-to-large local or regional firm to join our growing practice. A concentration in real estate and complex partnership taxation is required. This is a growth opportunity and not a replacement position. The ideal candidate has significant experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts and complex partnership structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction structuring and solving sophisticated issues before they become problems.

You will review and adjust client-prepared accounting, primarily prepare and work into reviewing complex partnership, S corporation, C corporation and individual tax returns, interact directly with clients and advisors, and assist partners with planning and strategic projects. Most of our clients have multiple entities and substantial complexity and employ in-house accounting personnel, including bookkeepers, controllers and CFOs. We do not provide bookkeeping or outsourced controllership services. In addition we need you to be able to assist in the preparation of compiled and reviewed financial statements.

Cerity Partners Tax, Accounting & Advisory Services is a highly sophisticated CPA and advisory practice serving high-net-worth individuals, multi-generational families, real estate investors, entrepreneurs, family offices, and closely held businesses. We emphasize planning and strategynot simply preparing tax returns after the fact. We have been highly successful in attracting and retaining exceptional professionals because of the sophistication of our work, our flexible work environment and our firm culture.

We maintain a two-level review process designed to ensure exceptional technical quality and client service. We also make a significant investment in training and professional development. Tax planning and compliance

Trust and estate planning

Family office services

Accounting and assurance services

You are committed to public accounting and have a reputation for integrity, professionalism, responsiveness and sound judgment. You are a team player who works effectively with clients, colleagues and administrative team members and understand that collaboration is critical to delivering exceptional client service.

You embrace technology and continuously seek efficiencies, including leveraging AI tools and workflow technology to improve quality, productivity and client service. Flexible PTO policy that you can actually use

Remote flexibility without sacrificing collaboration or career growth

Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns

Prepare and adjust from client trial balances and books and records complied and reviewed financial statements

Participate in proactive tax planning throughout the year

Coordinate with attorneys, wealth advisors and outside advisors

Perform tax research and prepare written analyses

Assist with tax controversy examinations and notices

Identify planning opportunities and proactively bring ideas to clients and partners

Participate in special projects involving transactions, restructurings and consulting matters

Assist with training and developing staff

Bachelor's degree in accounting or related field. Strong knowledge of accounting is required.

Active CPA license

Minimum 710 years public accounting experience

Significant complex partnership and real estate tax, and high-net-worth experience required

Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, CCH workstream, QuickBooks and Office 365 preferred

During peak tax seasons there is an expectation of 50-55 hours per week

Full time remote is available. If you live close to the office some time in the office preferred

You will be paid a bonus twice a year based on productivity, contributions to the firm and overall performance.

Of those surveyed, 98% of our colleagues believe will continue leading for years to come. We set ourselves apart with a commitment to developing our teams with leadership development and cutting-edge learning platforms.

Health, dental, and vision insurance day 1!

• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• 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.