Position Summary:
We are seeking a CPA with at least 7 years of experience from a mid-to-large sized local firm with
business accounting and tax experience to join our firm. This position is open due to firm growth
and is not a replacement. You will be reviewing and adjusting the accounting prepared by our
clients and preparing tax returns for Partnership, S‐Corporation, Individual, and Trust Tax
Returns. Our firm has a broad base of clients in many industries, but the largest concentration is
in real estate and experience in this area and partnerships is required.
The qualified candidate is committed to public accounting, their peers, and clients with a high degree of integrity and professionalism. Collaboration is essential to the success of this role.
Primary Responsibilities
- Prepare and review accounting and workpapers through trial balance in advance of tax return preparation
- Work effectively with partners and all team members to develop solutions for our clients’ needs
- Work directly with clients in a professional, supportive, and customer focused manner
- Provide tax planning and special projects that require analysis, judgment and creative thinking
- Maintain an understanding of relevant multi state tax and foreign compliance policies
- Keep up with industry best practices and tax law updates
- Assist in federal and state tax audits
- Other tax projects as they arise
Required Qualifications:
- College degree in accounting or similar field
- Certified Public Accountant designation
- Minimum of 7 years’ experience in public accounting
- Experience working in a mid to large sized firm
- Experience with partnership tax matters, including capital account maintenance under the 704(b) regs, 1040, 1031 exchanges, 1041 trust, S-Corp, 754 elections, section 163(j) and 199A
- Experience and strong proficiency in Excel and a paperless office experience
- Software experience in the following areas is desirable: Lacerte, QuickBooks and CCH Engagement.
Compensation Range:
$140,000-175,000
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 [email protected]. Applicants must be authorized to work for any employer in the U.S.
Top Skills
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals.
This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way.
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