Tax Principal

ceritypartners; Boston (MA); On-site; USD 113,000 - 138,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

4% 401(k) match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a tax professional to join its growth-focused Central Tax team in Boston. The role emphasizes deep integrated tax planning for affluent clients, with no traditional billable hours and a strong opportunity for long-term career advancement.

You will sign complex returns, lead planning discussions with clients and advisors, and mentor junior staff while ensuring compliance and pursuing strategic opportunities.

Qualifications

• CPA/EA/JD designation required.
• 7+ years of experience in a similar setting.
• Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings.

Responsibilities

• Review and sign complex income tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
• Lead tax planning conversations with financial advisors, presenting strategy in client meetings.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Act as dedicated tax advisor to clients and advisory teams, building long-term relationships.
• Mentor junior staff and promote professional growth across the team.
• Ensure tax compliance while identifying planning opportunities to enhance the client experience.
• Contribute to process improvements to refine workflow and scalability as the Central Tax team grows.

Skills

CPA/EA/JD designation

7+ years experience

High-net-worth experience

Multi-state filings

Thomson Reuters

Strong client communication

Private equity experience

Education

Bachelor's degree in Accounting

Master's in Taxation a plus

Tools

Thomson Reuters

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

A Role Designed for Growth and Breadth

This is not a static compliance role. It's a career path designed for tax professionals who want to:

• 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

• Review and sign complex income tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
• Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings.
• Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
• Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.
• Mentor junior staff, sharing expertise and promoting professional growth across the team.
• Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
• Contribute to process improvements, helping refine workflow and support scalability as our Central Tax team grows.

Required 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 required
• 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:

$125,000

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 appli