{"id":4162623,"url":"https://alion.io/job/cerity-partners-tax-advisor-2","title":"Tax Advisor","company":{"id":707444,"name":"Cerity Partners","domain":"ceritypartners.com","url":"https://alion.io/company/cerity-partners","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Raleigh, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":95000,"max":125000,"currency":"USD","period":"year","gross":null,"usd_annual":125000},"salary_estimate":null,"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LLM","optional":true}],"status":"live","first_seen_at":"2026-11-11T00:00:00Z","employer_posted_date":"2026-11-11","last_verified_at":"2026-11-12T12:41:00Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Cerity Partners is seeking an experienced and highly credentialed Principal Tax Advisor to join our Tax Advisory Services team. 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. The Principal Tax Advisor holds signing authority for tax returns, leads and mentors junior staff, and is expected to contribute meaningfully to client retention, team development, and firm growth.\nPrimary Responsibilities:\nClient Relationship Management\nMaintain and grow a dedicated client portfolio, serving as the primary point of contact for all tax-related matters.\nDevelop deep, trusted advisor relationships with clients including high-net-worth individuals, families, business owners, and entities.\nProactively identify and communicate tax planning opportunities, legislative changes, and risk areas relevant to each client.\nConduct client meetings and presentations to discuss tax strategies, return results, and year-round planning initiatives.\nManage client expectations and ensure timely, high-quality deliverables throughout the year.\nTax Return Review & Signing\nReview and sign federal and multi-state individual (Form 1040), trust (Form 1041), partnership (Form 1065), S corporation (Form 1120-S), and C corporation (Form 1120) tax returns, as applicable.\nEnsure technical accuracy, completeness, and compliance with current tax laws and regulations across all signed returns.\nApply professional judgment to complex tax positions and document conclusions in accordance with firm standards.\nCoordinate timely filing and extension management for all returns within your client portfolio.\nOversee quality control procedures and ensure all workpapers and supporting documentation meet firm and regulatory standards.\nStaff Management & Development\nDirectly supervise, mentor, and develop assigned staff member(s), including setting performance expectations, conducting reviews, and providing ongoing coaching.\nDelegate work appropriately to staff, review their work product, and provide constructive feedback to support professional growth.\nFoster a collaborative, learning-oriented team environment consistent with firm culture and values.\nAssist in recruiting, onboarding, and training new staff members as needed.\nTechnical & Advisory Responsibilities\nResearch complex federal and state tax issues and provide well-reasoned written and verbal guidance to clients and colleagues.\nLead or contribute to tax planning engagements including income tax projections, entity structuring, Roth conversions, charitable giving strategies, and estate/gift tax planning.\nMonitor legislative and regulatory developments and assess the impact on clients and firm service offerings.\nRepresent clients before the IRS or state taxing authorities on examination and notice matters, as applicable.\nRequired Qualifications:\nActive CPA license in good standing (required); EA credential may be considered in lieu of CPA for certain roles.\nMinimum of 6-8 years of progressive tax experience in public accounting or a wealth management/multi-family office environment.\nDemonstrated experience reviewing and signing complex tax returns across multiple entity types.\nPrior supervisory or management experience with direct reports.\nStrong technical knowledge of federal and multi-state individual and business income tax.\nExceptional client relationship and communication skills, both written and verbal.\nProficiency with professional tax preparation software (e.g., UltraTax, Sureprep, or similar).\nPreferred Qualifications:\nExperience serving high-net-worth individuals, families, and closely held business owners.\nFamiliarity with trust and estate taxation, partnership taxation, and/or international tax matters.\nAdvanced degree (MST, LLM in Taxation) strongly preferred.\nExperience working in a wealth management or integrated advisory firm environment.\nCompensation Range:\n$95,000- $125,000\nWhy Cerity Partners:\nOur 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:\nHealth, dental, and vision insurance - day 1!\n401(k) savings and investment plan options with 4% match\nFlexible PTO policy\nParental Leave\nFinancial assistance for advanced education and professional designations\nOpportunity to give back time to local communities\nCommuter benefits\nCerity 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.\nCerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to  must be authorized to work for any employer in the U.S.","description_format":"text","description_chars":5263,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Tax Advisory & Preparation","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-12T12:41:00Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":1,"expected_fill_days":41,"reasons":["conf:1","win:early"],"computed_at":"2026-11-12T13:42:27Z"},"pay":{"stated_usd_annual":125000,"is_top_pay":false},"html_url":"https://alion.io/job/cerity-partners-tax-advisor-2","json_url":"https://alion.io/job/cerity-partners-tax-advisor-2.json","meta":{"generated_at":"2026-11-12T13:42:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":28524,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-13T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":707444},"rest":"https://alion.io/mcp/rest/get_company?id=707444"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcerity-partners-tax-advisor-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcerity-partners-tax-advisor-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcerity-partners-tax-advisor-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cerity-partners-tax-advisor-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcerity-partners-tax-advisor-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4162623}},{"tool":"search_jobs","arguments":{"company":"ceritypartners.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4162623},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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