Tax Principal

Cerity Partners Management LLC; Louisville (KY); Hybrid; USD 80,000 - 105,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) match

Flexible PTO policy

Parental leave

Financial assistance for education

Job summary

Cerity Partners Management LLC is seeking a tax professional to join their Louisville, KY office. This role emphasizes client engagement, reviewing and signing tax returns, and advising clients on complex tax strategies.

The ideal candidate has extensive experience with high-net-worth individuals and an understanding of integrated tax and financial planning. Opportunities for career development and bonuses are available, creating a rewarding workplace environment.

Qualifications

• 7+ years of experience in a similar setting.
• Ability to manage multiple priorities in a fast-paced environment.
• Comfortable in a collaborative atmosphere.

Responsibilities

• Review and sign tax returns for high-net-worth clients.
• Lead tax planning conversations with financial advisors.
• Mentor junior staff and promote professional growth.

Skills

Experience with private equity

High-net-worth individual experience

Strong communication skills

Proficiency in technology-driven tax workflows

Growth mindset

Education

Bachelor’s degree in Accounting

CPA, EA, or JD designation

Master’s in Taxation

Tools

Thomson Reuters

Job description

About the Opportunity

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? The role can be remote to the right person, but is preferred in our Louisville, KY office.

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
• Relocation bonus available – we’ll help you make Louisville home
• 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

• 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 individual and business 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 Tax team grows.

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.

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.

Equal Opportunity Employer

Cerity Partners is 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 applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.