Senior Tax Associate

ceritypartners; Boston (MA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Unlimited PTO

Parental leave

Education assistance

Job summary

Cerity Partners is seeking a Tax Accountant - Senior Associate to join a fast-growing, team-based culture in the U.S. from Boston, MA. You will deepen integrated tax expertise across estate and financial planning and work with investment, estate, and planning professionals.

You’ll advise on complex tax scenarios for high-net-worth families and closely held businesses, collaborating with advisors to deliver strategic outcomes and exceptional client service.

Qualifications

• 3–7 years of experience in a similar setting.
• Bachelor's in Accounting; Master’s in Taxation a plus.
• CPA/EA/JD designation recommended.
• Experience with private equity, executive compensation, high-complexity K‑1 activity, and multi-state filings.

Responsibilities

• Prepare and review complex income tax returns for local and nationwide high-net-worth clients.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for high-net-worth clients.
• Research, analyze, and resolve a wide range of tax issues.
• Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.
• Proactively interact with clients and assist in creating an outstanding client experience.
• Assist with timely completion and submission of all client-related transaction requests.
• Organize and maintain the CRM system (Salesforce), utilize Thomson Reuters Suite to prepare returns and projections.
• Drive proactive process improvement for advisors and team members.

Skills

Strong communication

Client-first mindset

Multi-state filings

Financial acumen

Education

Bachelor's degree in Accounting

Master's in Taxation (a plus)

CPA/EA/JD designation recommended

Tools

Salesforce

Thomson Reuters Suite

Job description

Grow Your Expertise. Expand Your Impact. Are you a tax professional looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for clients? Do you want your career potential to expand without artificial limits in a fast-growing, entrepreneurial environment?

What Makes This Opportunity Different

• No billable hours in a non-traditional public accounting model
• Salary + highly competitive annual bonus targets
• Incentive equity opportunities available for high performers
• National client exposure - Serve sophisticated clients from across the U.S.
• Collaborative, growing team - Work in a high-growth, team-based culture that values autonomy, accountability, and shared success.
• Long-term career path - Opportunities for advancement, education, and equity

At Cerity Partners, tax is not an isolated function-it is a central driver of comprehensive wealth strategy. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. As a Tax Accountant - Senior Associate , you’ll have the opportunity to grow beyond traditional boundaries. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations-far beyond the preparation of returns.

A Role Designed for Growth and Breadth

• Develop deeper expertise in integrated tax, estate, and financial planning strategies
• See how tax decisions ripple across investments, liquidity planning, business succession, and legacy goals
• Build judgment and advisory skills through ongoing client engagement-not just annual deadlines
• Evolve alongside a fast-growing firm that values curiosity, initiative, and professional development

Primary Responsibilities

• Prepare and/or review complex income tax returns for local and nationwide high-net-worth clients
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients
• Research, analyze, and resolve a wide range of tax issues
• Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor
• Proactively interact with clients and assist in creating an outstanding client experience.
• Assist with the timely completion and submission of all client-related transaction requests.
• Organize and maintain the CRM system (Salesforce), utilize Thomson Reuters Suite to prepare returns and projections.
• Drive proactive process improvement for advisors and team members.

Qualifications

• 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 recommended
• 3-7 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

Physical Requirements

Prolonged periods sitting at a desk and working on a computer.

Compensation Range

$100,000

Why Cerity Partners

• Health, dental, and vision insurance - day 1!
• 401(k) savings and investment plan options with 4% match
• Unlimited PTO
• Paid parental leave
• Financial assistance for advanced education and professional designations

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, s