Tax Principal

About the role

Grow your expertise and impact in a fast-growing, entrepreneurial environment. No billable hours in a non-traditional public accounting model. Salary + highly competitive annual bonus targets. Incentive equity opportunities available for high performers. Relocation bonus available.

Responsibilities

• 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

• 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.

Qualifications

• 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

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.

Pay

No billable hours in a non-traditional public accounting model. Salary + highly competitive annual bonus targets. Incentive equity opportunities available for high performers.

Schedule

Role can be remote to the right person, but preferred in Louisville, KY office.