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Cerity Partners · 1 day ago

Senior Tax Accountant

Irvine, CA

Full-time

Onsite

Senior Level

$100K/yr - $150K/yr

5+ years exp

Cerity Partners is seeking a Senior Tax Accountant to join their wealth management team. This role involves preparing and reviewing personal and fiduciary income tax returns, providing strategic tax advisory services, and maintaining superior client relationships.

BankingFinanceFinancial Services

No H1B

Responsibilities

Preparation and review of personal and fiduciary income tax returns including multi-state filings

Preparation and review of tax projections for planning and estimated taxes and other tax planning

Respond to tax notices and assist with tax audits

Tax research and special projects

Review of payroll tax returns and other information tax return filings

Provide financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements

Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ensuring regulatory compliance

Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans

Responsible for developing and maintaining superior client relationships

Interaction with other members of a client’s wealth management team

Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability

Provide comprehensive tax advisory services to private equity executives on carried interest structures, ensuring compliance with IRC Section 1061 three-year holding period requirements and optimizing the tax treatment of capital versus ordinary allocations

Navigate complex AMT planning for ISO exercises and multi-state tax allocation issues, ensuring accurate sourcing of equity compensation income across jurisdictions and optimal timing of elections under IRC Section 83(b)

Qualification

Income tax planningFinancial planningCPA licenseBloomberg TaxCCH Axcess TaxHigh-Net-Worth tax experienceProfessionalismCommunication skillsOrganizational skillsAttention to detailTeam mentality