Tax Advisor

Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team. In this senior-level role, you will serve as a trusted advisor to a dedicated list of high-net-worth individual, family, and business clients, providing expert tax compliance and planning services. The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff, and is expected to contribute meaningfully to client retention, team development, and firm growth.

Primary Responsibilities: Client Relationship Management Maintain and grow a dedicated client portfolio, serving as the primary point of contact for all tax-related matters. Develop deep, trusted advisor relationships with clients including high-net-worth individuals, families, business owners, and entities. Proactively identify and communicate tax planning opportunities, legislative changes, and risk areas relevant to each client.

Conduct client meetings and presentations to discuss tax strategies, return results, and year-round planning initiatives. Manage client expectations and ensure timely, high-quality deliverables throughout the year. Tax Return Review & Signing Review and sign federal and multi-state individual (Form 1040), trust (Form 1041), partnership (Form 1065), S corporation (Form 1120-S), and C corporation (Form 1120) tax returns, as applicable.

Ensure technical accuracy, completeness, and compliance with current tax laws and regulations across all signed returns. Apply professional judgment to complex tax positions and document conclusions in accordance with firm standards. Coordinate timely filing and extension management for all returns within your client portfolio.

Oversee quality control procedures and ensure all workpapers and supporting documentation meet firm and regulatory standards. Staff Management & Development Directly supervise, mentor, and develop assigned staff member(s), including setting performance expectations, conducting reviews, and providing ongoing coaching. Delegate work appropriately to staff, review their work product, and provide constructive feedback to support professional growth.

Foster a collaborative, learning-oriented team environment consistent with firm culture and values. Assist in recruiting, onboarding, and training new staff members as needed.

###Responsibilities### Research complex federal and state tax issues and provide well-reasoned written and verbal guidance to clients and colleagues. Lead or contribute to tax planning engagements including income tax projections, entity structuring, Roth conversions, charitable giving strategies, and estate/gift tax planning. Monitor legislative and regulatory developments and assess the impact on clients and firm service offerings.

Represent clients before the IRS or state taxing authorities on examination and notice matters, as applicable. Required Qualifications: Active CPA license in good standing (required); EA credential may be considered in lieu of CPA for certain roles.

###experience### in public accounting or a wealth management/multi-family office environment. Demonstrated

###experience### reviewing and signing complex tax returns across multiple entity types. Prior supervisory or management

###experience### with direct reports. Strong technical knowledge of federal and multi-state individual and business income tax. Exceptional client relationship and communication skills, both written and verbal. Proficiency with professional tax preparation software (e.g., UltraTax, Sureprep, or similar). Preferred Qualifications:

###Experience### serving high-net-worth individuals, families, and closely held business owners. Familiarity with trust and estate taxation, partnership taxation, and/or international tax matters. Advanced degree (MST, LLM in Taxation) strongly preferred.

###Experience### working in a wealth management or integrated advisory firm 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!

###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 careers@ceritypartners. com.

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. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. 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 experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective 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 $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people.

Located throughout the U. S. , our teams consist of experts 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.