Senior Tax Accountant

Cerity Partners • Encino, CA

4d • $150,000 - $180,000 • Remote

About The Position

We are seeking a CPA with at least 7–10 years of public accounting experience from a respected mid-to-large local or regional firm to join our growing practice. A concentration in real estate and complex partnership taxation is required. This is a growth opportunity and not a replacement position. The ideal candidate has significant experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts and complex partnership structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction structuring and solving sophisticated issues before they become problems. You will review and adjust client-prepared accounting, primarily prepare and review complex partnership, S corporation, C corporation and individual tax returns, interact directly with clients and advisors, and assist partners with planning and strategic projects. Most of our clients have multiple entities and substantial complexity and employ in-house accounting personnel, including bookkeepers, controllers and CFOs. We do not provide bookkeeping or outsourced controllership services.

Requirements

• Bachelor’s degree in accounting or related field.
• Strong knowledge of accounting is required.
• Active CPA license
• Minimum 7–10 years public accounting experience
• Significant complex partnership and real estate tax, and high-net-worth experience required
• Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

• Strong experience with 704(b), 704(c), 754, 1031, 163(j), 199A, trusts and estate taxation, pass-through entities and multi-state issues preferred
• Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, CCH workstream, QuickBooks and Office 365 preferred

Responsibilities

• Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns
• Participate in proactive tax planning throughout the year
• Coordinate with attorneys, wealth advisors and outside advisors
• Perform tax research and prepare written analyses
• Assist with tax controversy examinations and notices
• Maintain direct client relationships and communicate with clients throughout the year
• Identify planning opportunities and proactively bring ideas to clients and partners
• Participate in special projects involving transactions, restructurings and consulting matters
• Assist with training and developing staff
• Mentor and develop junior staff
• Support workflow and AI initiatives

Benefits

• Flexible PTO policy
• Remote flexibility
• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior