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Tax Principal
Cerity Partners
Boston, USA
Full-time
Lead · 7+ years experience
Hybrid
$125,000
Discovered 2 weeks ago
Full Job Posting
Required 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
- Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer
- Compensation Range:
- $125,000
- 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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Preferred Qualifications
- Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)
- Proficiency in technology-driven tax workflows (Thomson Reuters experience preferred)
About Cerity Partners
Asset & Wealth Management1700 employeesFounded 2009
Independent U.S. wealth management and financial advisory firm serving high-net-worth individuals, businesses, and nonprofit organizations.
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