Tax Principal

Cerity Partners•Louisville, KY

6d•Remote

About The Position

Cerity Partners is hiring a Tax Principal to provide tax compliance and advisory services to high-net-worth and ultra-high-net-worth individuals, multi-generational families, and closely held businesses nationwide. This role is part of a non-traditional public accounting model with no billable hours, and tax professionals work closely with investment, estate, and financial planning professionals as part of clients’ broader wealth strategies. The position can be remote for the right person, though the Louisville, Kentucky office is preferred. The Tax Principal will review and sign individual and business tax returns, lead client-facing tax planning conversations, and prepare and review projections for estimated payments, charitable strategies, retirement planning, and Roth conversions. The role also includes advising clients and advisory teams, mentoring junior staff, identifying planning opportunities, and improving workflows as the tax team grows. Cerity Partners describes this as a career path offering professional development, advancement, and potential equity opportunities.

Requirements

Bachelor’s degree in Accounting or a related field.
CPA, EA, or JD designation required.
At least 7 years of experience in a similar setting.
Proven experience working with high-net-worth individuals and family entities.
Experience with private equity, executive compensation, high-complexity K-1 activity, and individual multi-state filings.
Proficiency in technology-driven tax workflows.
Strong communication and interpersonal skills, with a client-first mindset.
Ability to manage multiple priorities in a fast-paced, collaborative environment.
Ability to thrive in a fast-paced and dense environment during tax season.
Growth mindset and interest in learning and evolving within a high-performing team.
Interest in building a long-term career with opportunities for advancement.

Nice To Haves

Master’s degree in Taxation.
Thomson Reuters experience.
Ability to work from the Louisville, Kentucky office; remote work is available for the right person.

Responsibilities

Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
Lead tax planning conversations with financial advisors and present strategies and projections in client-facing meetings.
Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
Serve as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.
Mentor junior staff and promote professional growth across the team.
Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
Contribute to process improvements to refine workflow and support the tax team’s growth.