Are you a tax professional that enjoys the challenge of sophisticated tax returns, the pressure of tax season, and the joy when it is all completed? Do you appreciate that great tax advice and service is incredibly valuable to many high-net-worth clients? If yes, you would be a great fit as a member of our Executive Financial Counseling (EFC) team as a tax expert. EFC is a top-tier service to help clients manage all aspects of their financial life (including, compensation and benefits; income tax planning and filing; estate planning and wealth transfer; retirement planning; risk management and insurance planning; and investment planning).

Primary Responsibilities:

• Work closely with EFC team to provide tax expertise and support daily functions to serve our holistic wealth management clients 
• Prepare and review of income tax returns including multi-state filings, Real Estate and K1s. 
• Ability to research tax issues and apply practical tax analysis 
• Review financial statements and tax forms to check for errors and perform audits to ensure compliance 
• Provide business management accounting/light booking services for multiple clients
• Advise family office and multi-generational families on full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance
• Manage the team focused on entity, individual, fiduciary and gift/estate taxation

Ideal Candidate Profile – “Our Casting Call!”

• Bachelor’s degree in accounting or related field is required
• CPA or Enrolled Agent required.
• 4 years of income tax preparation experience with preparation and review experience for high-net-worth individuals
• Prefer experience with trusts, partnerships, S corporations, and foundations experience
• Proficient with CCH Prosystems fx/Axcess, BNA Income Tax Planner, QuickBooks, online tax research software and Microsoft Office
• Advanced analytical and tax technical skills
• Must be extremely organized and detailed oriented with the ability to manage workflow, multiple priorities and meet deadlines
• Strong verbal and written communication skills – you must clearly communicate with the internal team at all levels and with clients, providing superior service for all that we do, taking complete ownership of even the smallest task
• Ability to work independently and as part of a team
• Must accept and thrive in a fast-paced, changing environment with the mind-set of getting the job completed with quality and on time delivery, even if that means working on the weekends during tax season!

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

• You understand the need to provide a world-class customer experience
• You value the collaboration of insightful, experienced colleagues to deliver our services
• You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills