Senior Tax Advisor & Trusted Client Relationship Leader

Cerity Partners LLC; Raleigh (NC); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Commuter benefits

Job summary

Cerity Partners LLC is looking for an experienced Principal Tax Advisor to join the Tax Advisory Services team in Raleigh, NC. You will manage a portfolio of high-net-worth clients and provide expert tax compliance and planning services.

This senior-level position demands significant experience in reviewing complex tax returns, and you'll be responsible for mentoring junior staff. A CPA license is required, and you'll enjoy comprehensive benefits from day one, including health insurance and flexible PTO.

Qualifications

• Minimum of 6-8 years of progressive tax experience in public accounting.
• Demonstrated experience reviewing and signing complex tax returns.
• Strong technical knowledge of federal and state tax regulations.

Responsibilities

• Maintain and grow a dedicated client portfolio.
• Review and sign federal and multi-state tax returns.
• Mentor and develop assigned staff members.

Skills

Client relationship management

Tax compliance and planning

Team leadership

Complex tax return review

Communication skills

Professional tax preparation software

Education

Active CPA license

MST or LLM in Taxation (preferred)

Tools

UltraTax

Sureprep

Job description

Cerity Partners LLC is looking for an experienced Principal Tax Advisor to join the Tax Advisory Services team in Raleigh, NC. You will manage a portfolio of high-net-worth clients and provide expert tax compliance and planning services.

This senior-level position demands significant experience in reviewing complex tax returns, and you'll be responsible for mentoring junior staff. A CPA license is required, and you'll enjoy comprehensive benefits from day one, including health insurance and flexible PTO.