Cerity Partners

Compensation

Full Description

As a Senior Tax Associate, you will be responsible for preparing and reviewing complex individual tax returns for high-net-worth clients. Your responsibilities will include analyzing financial data to develop actionable recommendations such as estimated tax payment schedules and cash flow planning to meet tax obligations by the filing deadlines. You will ensure clear, accurate, and proactive communication with clients to support them throughout the tax process. Additionally, you will collaborate closely with team members to deliver timely, accurate, and high-quality tax filings and related deliverables. Primary Responsibilities: Prepare and e-file federal and state tax returns including: Form 1040 with Schedule C and Schedule E Form 8938, FBAR (Form 114) Form 1041, 990-PF, 990-T, 709 NYC-202 (UBT) Analyze and interpret business ledgers and financial reports to create accurate P&L statements for tax reporting. Interpret executive pay stubs to report income and withholding from equity compensation related to RSUs, performance shares, imputed income, and incorporate details into accurate tax projections. Prepare multi-state part-year and non-resident tax filings including but not limited to the following: New York nonresident returns using days in/out analysis and Forms IT-203B and IT-203F Multi-state nonresident return reporting for alternative investments Part-Year residency tax returns with nonresident reporting across multiple jurisdictions Accurately input and reconcile K-1, K-3, and other pass-through entity forms, with a focus on complex alternative investment K-1’s. Handle complex tax components including: Form 1116 (Foreign Tax Credit) Section 1061 (Carried Interest Rules for taxpayers with Applicable Partnership Interests) Form 8621 (PFIC Reporting) Conduct thorough research on complex tax matters and present findings in a clear and actionable format. Develop customized Excel-based analyses and tax projections, including estimated tax payment schedules. Maintain high standards of communication with clients and internal teams, both written and verbal. Follow through on all tasks to completion, ensuring deadlines are consistently met. Collaborate effectively with the team using tools like ProSeries, CCH Axcess, Bloomberg Tax Planner, DocuSign, and Box secure document sharing. Draft, edit, and format documents in Microsoft Word, Excel, and Adobe Editor. Required Qualifications: Bachelor’s degree in Accounting, Finance, or related field experience. CPA or Enrolled Agent designation preferred 4-6 years of hands-on experience in tax preparation and filings. Strong organizational and follow-through skills – highly reliable and detail-oriented. Proven experience understanding and interpreting client data and preparing comprehensive tax schedules. Exceptional communication skills – both verbal and written. Proficiency with: Tax software: ProSeries, CCH Axcess/ProSystem fx, Bloomberg Tax Planner Productivity tools: Microsoft Office Suite (Word, Excel), Adobe Acrobat Editor, DocuSign Proficient in building financial models and customized analyses in Excel, with experience creating solutions from the ground up. In-depth knowledge of executive compensation and tax implications. Compensation Range: $85,000-$125,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: 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 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. Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients. We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.