Senior Tax Associate

Cerity Partners•Boston, MA

42d•Onsite

About The Position

At Cerity Partners, tax is not an isolated function—it is a central driver of comprehensive wealth strategy. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term client relationships and actively shape financial outcomes for high-net-worth individuals, multi-generational families, and closely held businesses. As a Tax Accountant – Senior Associate, you’ll have the opportunity to grow beyond traditional boundaries. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad range of real-world client situations—far beyond the preparation of returns. This is not a static compliance role. It’s a career path designed for tax professionals who want to: Develop deeper expertise in integrated tax, estate, and financial planning strategies See how tax decisions ripple across investments, liquidity planning, business succession, and legacy goals Build judgment and advisory skills through ongoing client engagement—not just annual deadlines Evolve alongside a fast-growing firm that values curiosity, initiative, and professional development

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
Bachelor’s degree in Accounting or related field (Master’s in Taxation a plus)
CPA, EA, or JD designation recommended
3-7 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
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Master’s in Taxation a plus

Responsibilities

Prepare and/or review complex income tax returns for local and nationwide high-net-worth clients
Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for high-net-worth and ultra-high-net-worth clients
Research, analyze, and resolve a wide range of tax issues
Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor
Proactively interact with clients and assist in creating an outstanding client experience.
Assist with the timely completion and submission of all client-related transaction requests.
Organize and maintain the CRM system (Salesforce), utilize Thomson Reuters Suite to prepare returns and projections.
Drive proactive process improvement for advisors and team members.