Ceritypartners
Tax Advisor
Raleigh, NC · Senior
No sponsorshipDetected 30 days ago
LLMsAccountingTaxResearchCommunicationPublic Speaking
About the role
- In this senior-level role, you will serve as a trusted advisor to a dedicated list of high-net-worth individual, family, and business clients, providing expert tax compliance and planning services.
Responsibilities
- Maintain and grow a dedicated client portfolio, serving as the primary point of contact for all tax-related matters.
- Develop deep, trusted advisor relationships with clients including high-net-worth individuals, families, business owners, and entities.
- Manage client expectations and ensure timely, high-quality deliverables throughout the year.
- Apply professional judgment to complex tax positions and document conclusions in accordance with firm standards.
- Directly supervise, mentor, and develop assigned staff member(s), including setting performance expectations, conducting reviews, and providing ongoing coaching.
- Delegate work appropriately to staff, review their work product, and provide constructive feedback to support professional growth.
- Lead or contribute to tax planning engagements including income tax projections, entity structuring, Roth conversions, charitable giving strategies, and estate/gift tax planning.
- Our people drive our success by working together to deliver exceptional service to our clients.
Requirements
- Active CPA license in good standing (required)
- Minimum of 6-8 years of progressive tax experience in public accounting or a wealth management/multi-family office environment.
- Prior supervisory or management experience with direct reports.
- Strong technical knowledge of federal and multi-state individual and business income tax.
- Proficiency with professional tax preparation software (e.g., UltraTax, Sureprep, or similar).
Nice to have
- Experience serving high-net-worth individuals, families, and closely held business owners.
- Familiarity with trust and estate taxation, partnership taxation, and/or international tax matters.
- Advanced degree (MST, LLM in Taxation) strongly preferred.
- Experience working in a wealth management or integrated advisory firm environment.
- 401(k) savings and investment plan options with 4% match
- Opportunity to give back time to local communities
- For those needing accommodations, please reach out to careers@ceritypartners.com.
- Applicants must be authorized to work for any employer in the U.S.
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Commuter benefits
- Foster a collaborative, learning-oriented team environment consistent with firm culture and values.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
Apply directly at Ceritypartners →Create a free account for alerts like thisView Ceritypartners immigration profile
This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.