Senior Tax Advisor, Wealth Management

Cerity Partners LLC; Irvine (CA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Commuter benefits

Job summary

Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients.

The ideal candidate will have a Bachelor’s degree in Accounting, extensive tax experience, and proficiency in Bloomberg Tax and BNA systems. The compensation range is $100,000 to $150,000, with numerous benefits included.

Qualifications

• 5-7 years of High-Net-Worth tax experience with CPA or wealth management firm.
• Extensive experience in preparation and review of individual income tax returns.
• Ability to manage professionals and workflow to meet deadlines.

Responsibilities

• Prepare and review multi-state income tax returns.
• Provide strategic tax advisory services on equity compensation.
• Maintain superior client relationships and manage billing.

Skills

Income tax planning

Financial planning

Attention to detail

Communication skills

Multitasking

Education

Bachelor's degree in Accounting

CPA license

Masters in Tax

Tools

Bloomberg Tax

BNA software

CCH Axcess Tax

Job description

Cerity Partners LLC, based in Irvine, is seeking a Senior Tax Accountant to join their wealth management team. This hybrid position involves preparing and reviewing personal and fiduciary income tax returns, strategic advisory services, and maintaining strong relationships with clients.

The ideal candidate will have a Bachelor’s degree in Accounting, extensive tax experience, and proficiency in Bloomberg Tax and BNA systems. The compensation range is $100,000 to $150,000, with numerous benefits included.