Account Technician at Auren, managing complete accounting cycle for clients in a hybrid work environment. Involved in bookkeeping, tax declarations, and financial reporting.
About the role
- Tax Manager at Cerity Partners managing tax strategies for high-net-worth clients. Collaboration with investment and financial planning teams focusing on comprehensive wealth strategies.
Responsibilities
- Review and sign individual and business tax returns for high-net-worth and ultra-high-net-worth clients nationwide.
- Lead tax planning conversations in collaboration with Cerity Partners' financial advisors, presenting strategy and projections in client-facing meetings.
- Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.
- Act as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.
- Mentor junior staff, sharing expertise and promoting professional growth across the team.
- Ensure tax compliance while identifying strategic planning opportunities to enhance the client experience.
- Contribute to process improvements, helping refine workflow and support scalability as our Central Tax team grows.
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 required
- 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
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
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