Senior Tax Leader for High-Net-Worth Clients

Cerity Partners Management LLC; United States; On-site; USD 200,000 - 220,000; Full time

Benefits offered by this job

Health, dental, and vision insurance -

401(k) savings and investment plan 4%

Flexible PTO policy

Parental Leave

Financial assistance for advanced教育

Commuter benefits

Job summary

Cerity Partners is seeking a CPA with a minimum of 7 years' income tax preparation and review experience for high-net-worth individuals in New York City. This role demands rigorous technical skills and the ability to deliver accurate, timely results during tax season.

You will prepare and review complex returns (individual, multi-state, gift, trust, partnership, corporation, and private foundation), develop quarterly projections, respond to notices, conduct tax research, and collaborate with

Qualifications

• CPA designation with minimum 7 years of income tax preparation and review experience for high-net-worth individuals
• Proficient with tax software and MS Office
• Advanced analytical and tax technical skills for planning complex strategies
• Highly organized and detail oriented; able to manage multiple priorities and deadlines
• Strong verbal and written communication skills
• Collaborative team player with ownership mindset
• Able to thrive in a fast-paced, challenging environment

Responsibilities

• Preparation and review of individual income tax returns including multi-state filings
• Preparation and review of gift, trust, partnership, corporation, and private foundation tax returns
• Preparation of quarterly income tax projections, estimated taxes and extensions
• Assist in various services to HNW individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections
• Respond to tax notices and assist with tax audits
• Conduct tax research
• Prepare detailed, comprehensible workpapers
• Foreign tax filings
• Special projects, including forensic analysis in matrimonial actions
• Interaction with members of a client’s wealth management team
• Developing and maintaining superior client relationships

Skills

CPA designation

7+ years experience

High-net-worth

Tax research tools

Microsoft Office

Analytical skills

Organized

Communication skills

Team player

Fast-paced

Tools

CCH Axcess Tax

Income Tax Planner

Online tax research software

Microsoft Office

Job description

Cerity Partners is seeking a CPA with a minimum of 7 years' income tax preparation and review experience for high-net-worth individuals in New York City. This role demands rigorous technical skills and the ability to deliver accurate, timely results during tax season.

You will prepare and review complex returns (individual, multi-state, gift, trust, partnership, corporation, and private foundation), develop quarterly projections, respond to notices, conduct tax research, and collaborate with