Tax Principal

Cerity Partners•Cincinnati, OH

About The Position

Cerity Partners is seeking a Tax Principal to serve high-net-worth and ultra-high-net-worth individuals, multi-generational families, and closely held businesses. This role goes beyond traditional tax compliance, embedding tax expertise within clients’ broader wealth strategies and collaborating with investment, estate, and financial planning professionals. The position can be remote for the right candidate, though the Louisville, Kentucky office is preferred. The Tax Principal will review and sign tax returns, lead client-facing tax planning discussions, prepare and review projections, and serve as a dedicated tax advisor to clients and advisory teams. The role also includes mentoring junior staff and improving processes as the Tax team grows. Cerity Partners describes the opportunity as a long-term career path with opportunities for advancement, education, and equity in a collaborative, entrepreneurial, and fast-growing environment. The role has no billable-hour requirement and offers a salary with competitive annual bonus targets; incentive equity opportunities and a relocation bonus are available as described in the posting.

Requirements

Experience with private equity, executive compensation, high-complexity K-1 activity, and multi-state individual filings.
A growth mindset and desire to improve, learn, and evolve in a high-performing team.
Ability to thrive in a fast-paced, dense environment during tax season.
Interest in building a long-term career with access to career paths and advancement opportunities.
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.
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.
Must be authorized to work for any employer in the United States.

Nice To Haves

Master’s degree in Taxation.
Thomson Reuters experience.
Interest in Louisville, Kentucky, which is the preferred office location; remote work is available to 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 Cerity Partners 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, share expertise, and promote professional growth across the team.
Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
Contribute to process improvements, refine workflow, and support scalability as the Tax team grows.