C

Cerity Partners

National wealth management and fiduciary advisory

Senior Tax Associate

Tax AccountingConfirmed live in the last 24 hours
Full-timeBoston, MA, USAHybrid

About the Job

Requirements

  • Experience with private equity, executive compensation, high-complexity K-1 activity, and individual-level multi-state filings.
  • A Bachelor's degree in Accounting or a related field.
  • Three to seven years of experience in a similar setting.
  • Experience working with high-net-worth individuals and family entities.
  • Proficiency in technology-driven tax workflows.
  • Strong communication and interpersonal skills with a client-first mindset.
  • Ability to manage multiple priorities in a fast-paced, collaborative environment.
  • Ability to work for any employer in the United States.
  • Ability to remain seated for prolonged periods while working at a computer.

Responsibilities

  • Prepare and review complex income tax returns for local and nationwide high-net-worth clients.
  • Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
  • Collaborate with tax, business advisory, and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients.
  • Research, analyze, and resolve a wide range of tax issues.
  • Communicate with clients to request data, respond to questions, and participate in client meetings as support for the lead advisor.
  • Interact proactively with clients and assist in creating an outstanding client experience.
  • Assist with the timely completion and submission of client-related transaction requests.
  • Organize and maintain the Salesforce CRM system and use Thomson Reuters Suite to prepare returns and projections.
  • Drive proactive process improvement for advisors and team members.

Desired Qualifications

  • A Master's degree in Taxation.
  • CPA, Enrolled Agent, or Juris Doctor designation.
  • Experience with Thomson Reuters.
  • Interest in building a long-term career with access to advancement opportunities.

About the Company

Cerity Partners

National wealth management and fiduciary advisory

Cerity Partners is a national wealth management firm offering integrated advisory services to individuals, families, businesses, and nonprofits. It operates as a fee-based fiduciary, earning asset-based, fixed, and hourly fees, with wealth and investment advisory fees starting around 1.50% of assets under management. The firm provides a full suite of services, including wealth and investment management, estate and gift planning, tax planning, and corporate services like retirement plan consulting and OCIO for nonprofits, delivered by teams of experts across finance, tax, and law. Its growth relies on mergers and acquisitions to expand reach and capabilities, and it bases investment decisions on modern portfolio theory with dynamic asset allocation and rebalancing.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$1B
Headquarters
New York City, New York
Founded
2009

Recently Posted Jobs

Explore more opportunities at Cerity Partners

See more jobs