Tax Principal

About the Opportunity

Grow Your Expertise. Expand Your Impact. Are you a tax professional looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for clients? Do you want your career potential to expand without artificial limits in a fast-growing, entrepreneurial environment? The role can be remote to the right person, but is preferred in our Louisville, KY office.

• 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 – we’ll help you make Louisville home
• National client exposure – serve sophisticated clients from across the U.S.
• Collaborative, growing team – work in a high-growth, team-based culture that values autonomy, accountability, and shared success
• Long-term career path – opportunities for advancement, education, and equity

• 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

• 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.

• 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.

• 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.

Cerity Partners is an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. 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.

For those needing accommodations, please reach out to  Applicants must be authorized to work for any employer in the U.S.