Tax Principal

Cerity Partners

Tax Principal responsible for high-net-worth tax returns and planning alongside financial advisors. Mentoring junior staff within a collaborative, high-growth firm environment.

Posted 7/2/2026full-timeLouisville • Illinois, Kentucky, New York, Ohio • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Tax ComplianceTax PlanningTax ProjectionsCharitable StrategiesRetirement PlanningRoth ConversionsK-1 ActivityMulti-State FilingsPrivate EquityExecutive Compensation

Soft Skills

Strong Communication SkillsInterpersonal SkillsClient-First MindsetMentoringGrowth Mindset

Certifications

CPAEAJD