Position Summary:
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
Primary Responsibilities
- Preparation and review of personal and fiduciary income tax returns including multi-state filings
- Preparation and review of tax projections for planning and estimated taxes and other tax planning
- Respond to tax notices and assist with tax audits
- Tax research and special projects
- Review of payroll tax returns and other information tax return filings
- Provide financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements
- Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ensuring regulatory compliance.
- Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
- Responsible for developing and maintaining superior client relationships
- Interaction with other members of a client’s wealth management team
- Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
- Provide comprehensive tax advisory services to private equity executives on carried interest structures, ensuring compliance with IRC Section 1061 three-year holding period requirements and optimizing the tax treatment of capital versus ordinary allocations.
- Navigate complex AMT planning for ISO exercises and multi-state tax allocation issues, ensuring accurate sourcing of equity compensation income across jurisdictions and optimal timing of elections under IRC Section 83(b).
Required Qualifications:
- Extensive knowledge of income tax planning, financial planning and financial administration
- Bachelor’s degree in Accounting, Masters in Tax a plus
- CPA license preferred, CFP desirable
- Proficient in Bloomberg Tax and BNA software systems for tax research, compliance, and advisory services
- 5 – 7 years of High-Net-Worth tax experience with CPA firm or wealth management firm
- Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high-net-worth individuals
- Proficiency with CCH Axcess Tax
- Ability to manage professionals, workflow, to multitask and meet deadlines
- Excellent oral and written communication skills, strong organizational skills and attention to detail
- Professionalism, dependability, integrity and trustworthiness combined with a team mentality
Compensation Range:
$100,000-150,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
- 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 committed to providing an environment where all individuals can be their authentic selves. We are 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.
