Tax Principal

Cerity Partners Management LLC; Louisville (KY); Remote; USD 140,000 - 230,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings with 4% match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners in Louisville, KY (remote option) is seeking a senior tax professional to advance from year-end compliance into integrated tax planning for high-net-worth clients nationwide.

You will lead tax planning conversations, review complex returns, mentor staff, and shape long-term client relationships within a fast-growing, equity-minded firm. The role offers a competitive salary, bonus, relocation bonus, and comprehensive benefits including education support.

Qualifications

• Experience with private equity, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level.
• Growth mindset and ability to thrive in a fast-paced tax environment.
• CPA, EA, or JD designation required.
• 7+ years of experience in a similar setting.

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 advisory teams and present strategy in client meetings.
• Prepare and review tax projections for estimated payments and retirement planning.
• Act as the dedicated tax advisor to clients and teams, mentoring junior staff.
• Identify opportunities to enhance client experience and support firm growth.

Skills

High-net-worth tax experience

Client advisory

Multi-state filings

Leadership

Communication

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.

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.

Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities.

Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do.

Our people drive our success by working together to deliver exceptional service to our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.

Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don't just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $190 billion in assets under management for our clients. We are routinely recognized as a Top RIA Firm by Barron's Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.