Tax Principal

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.

• 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