Cerity Partners · 2 weeks ago
Senior Tax Accountant
United States
Full-time
Remote
Senior Level
$140K/yr - $175K/yr
7+ years expCerity Partners is a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, particularly in the real estate industry. They are seeking a senior tax professional to prepare and review accounting work and tax returns, while collaborating closely with clients and team members.
BankingFinanceFinancial Services
No H1B
Responsibilities
Prepare and review accounting and workpapers through trial balance in advance of tax return preparation
Work effectively with partners and all team members to develop solutions for our clients’ needs
Work directly with clients in a professional, supportive, and customer focused manner
Provide tax planning and special projects that require analysis, judgment and creative thinking
Maintain an understanding of relevant multi state tax and foreign compliance policies
Keep up with industry best practices and tax law updates
Assist in federal and state tax audits
Other tax projects as they arise
Qualification
Required
College degree in accounting or similar field
Minimum of 7 years' experience in public accounting
Experience working in a mid to large sized firm
Experience with partnership tax matters, including capital account maintenance under the 704(b) regs, 1040, 1031 exchanges, 1041 trust, S-Corp, 754 elections, section 163(j) and 199A
Experience and strong proficiency in Excel and a paperless office experience
Preferred
Certified Public Accountant designation is preferred
Software experience in the following areas is desirable: Lacerte, QuickBooks and CCH Engagement
Benefits
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
Company
Cerity Partners
Cerity Partners is a financial services company specializes in banking,finance and personal loan.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private Debt
2022-07-29Debt Financing
2022-07-13Acquired
2021-02-21Debt Financing
Leadership Team
Kurt Miscinski
President & CEO
Carol Benz
Partner & Chief People Officer
Recent News
2026-01-22
2026-01-16
Private Banker International
2026-01-11
Company data provided by crunchbase