Senior Tax Accountant

Cerity Partners • Cincinnati, OH

17h • $150,000 - $180,000 • Remote

About The Position

Cerity Partners is 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 their growing practice. A concentration in real estate and complex partnership taxation is required. This role involves proactive tax planning, consulting projects, transaction structuring, and solving sophisticated issues throughout the year. The candidate will review and adjust client-prepared accounting, 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. The firm serves high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts, and complex partnership structures. The role also involves assisting in the preparation of compiled and reviewed financial statements. This is a fully remote opportunity that can be based anywhere in the US, with a preference for a hybrid schedule if near the Encino office.

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
• 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
• Prepare and adjust from client trial balances and books and records complied and reviewed financial statements
• 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

• 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

What This Job Offers

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