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About the Role

This position is due to growth. We are seeking a CPA with 8 – 12 years of experience from a mid-to-large sized local firm with business accounting and tax experience emphasizing partnership, trust and individual tax. The role will initially focus on the preparation of complex business and personal tax returns, with opportunities to take on additional review and client responsibilities as the individual develops within the role. Our firm has a broad range of clients in many industries, but the largest concentration is in real estate and experience in this area and partnerships is required.

Responsibilities

Review and prepare accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.
Manage client relationships, including client groups with multiple entities (up to 100+).
Provide direct client contact and develop tailored solutions for client needs.
Oversee and train staff, assisting with technical development and mentoring.
Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.
Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.
Be willing if needed to occasionally assist in preparing complex real estate partnership returns, if needed but majority of time you will be reviewing.
Handle federal and state tax audits and assist with tax controversy matters.
Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.
Assist in preparing firm memos and technical documentation.
Keep up with industry’s best practices and tax law updates.
Support the development of staff through structured training programs.
Lead and execute other tax-related projects as they arise.

Requirements

A college degree in accounting or a similar field is required.
Certified Public Accountant (CPA) designation.
8 – 12 years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.
Strong accounting knowledge and the ability to apply accounting principles to the preparation and review of complex tax returns.
Experience working with client-provided, tax return-ready books and records; this role does not involve remedial bookkeeping.
Experience with trusts, estate tax returns, and/or private foundations is preferred but not required.
Experience training, managing and mentoring teams.
Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).
Multi-state tax experience is required, and international tax experience is considered a plus.
Proficiency in Excel and experience working in a paperless office environment are essential.
Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.

Skills

Partnership tax
Trust tax
Individual tax
Accounting principles
Tax planning
Multi-state tax
1031 exchanges
163(j) limitations
Qualified Business Income (QBI) deductions
704(b) target allocation rules
Allocation of non-recourse debt
754 step-ups
Cost segregation studies
Tax audits
Tax controversy
Foreign compliance
Excel
Paperless office environment
Lacerte
QuickBooks
CCH Engagement

Location

US
Remote

Work Type

Fully remote

Experience Level

8-12 years

Education Level

College degree in accounting or similar field
CPA designation

Salary/Compensations

$190,000-220,000

Benefits

Generous bonus paid twice a year after each tax season
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

About the Company

Cerity Partners is a sophisticated tax, accounting and advisory practice with approximately fifty professionals, partners and administrative staff specializing in serving family office and real estate private equity sponsors with tax, and multi-generational trust and estate compliance and planning.
Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estate planning, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services.
With a team that includes seasoned partners and principals, we benefit from exceptional tenure across our professional and administrative staff. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge that strengthen our service delivery and client outcomes.
Our motto is that people can come but they can’t leave (meaning that you won’t want to!)
At Cerity Partners, you're not just joining a firm—you're joining an industry leader.
We set ourselves apart with a commitment to developing our teams with leadership development and cutting-edge learning platforms.
Our people drive our success by working together to deliver exceptional service to our clients.
Paperless environment with leading edge technology, people and commitment to utilizing AI to automate manual tasks. We are committed to only using onshore

Equal Opportunity

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com.
Applicants must be authorized to work for any employer in the U.S.