Tax Principal

Cerity Partners; Louisville (KY); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Equity opportunities

Job summary

Cerity Partners in Louisville, KY is seeking a Tax Principal to advance beyond traditional compliance. You will collaborate with investment, estate, and planning professionals to apply tax expertise across real-world client situations. This is a growth-focused, equity-aware opportunity in a fast-growing RIA.

The role emphasizes strategy, client engagement, and mentoring within a high-performing team, with national client exposure and a path to leadership.

Qualifications

• Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level.
• CPA, EA, or JD designation required.

Responsibilities

• Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
• Lead tax planning conversations 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.

Skills

Growth mindset

Client-first mindset

Strong communication

Interpersonal skills

Ability to thrive in fast-paced tax

Education

Bachelor's degree in Accounting or related field

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?

Role can be remote to the right person, but preferred in 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

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 Principal, 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

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 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

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 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.