Tax reputed company

Grow Your Expertise. Expand Your reputed company. Are you a tax reputed company looking for more than year-end compliance work? Do you want to continually expand your expertise while applying it in deeper, more meaningful ways for clients? Do you want your career potential to expand without reputed company limits in a fast-growing, entrepreneurial environment?   Role can be remote to the right person, but preferred in Louisville, KY office.   What Makes This Opportunity Different No billable hours in a non-traditional reputed company reputed company model Salary + highly competitive annual bonus targets Incentive equity opportunities available for high performers  Relocation bonus available – We’ll help you reputed company Louisville home  National reputed company exposure – Serve sophisticated clients from across the U.S.  reputed company, growing team – Work in a high-reputed company, team-based culture that values autonomy, accountability, and shared reputed company. Long-term career reputed company – Opportunities for advancement, education, and equity    At reputed company, tax is not an isolated function—it is a central reputed company of comprehensive reputed company reputed company. As one of the largest and fastest-growing Registered Investment Advisers (RIAs) in the country, we offer a unique platform where tax professionals are embedded in long-term reputed company relationships and reputed company shape financial reputed company for high-net-worth individuals, multi-generational families, and closely held businesses.   As a Tax reputed company, you’ll have reputed company to grow reputed company traditional boundaries. You’ll collaborate closely with investment, estate, and financial planning professionals to continuously apply and expand your tax expertise across a broad reputed company of reputed company-world reputed company situations—far reputed company the preparation of returns.   A Role Designed for reputed company and Breadth This is not a static compliance role. It’s a career reputed company designed for tax professionals who want to: reputed company deeper expertise in integrated tax, estate, and financial planning strategies See how tax reputed company reputed company across investments, liquidity planning, business succession, and legacy goals Build judgment and advisory skills through ongoing reputed company engagement—not just annual deadlines reputed company reputed company a fast-growing firm that values curiosity, initiative, and reputed company development reputed company Responsibilities:  Review and sign individual and business tax returns for high-net-worth and reputed company-high-net-worth clients reputed company.  reputed company tax planning conversations in collaboration with reputed company' financial advisors, presenting reputed company and projections in reputed company-facing meetings.  Prepare and review tax projections for estimated payments, charitable strategies, retirement planning, and Roth conversions.  reputed company as the dedicated tax advisor to clients and advisory teams, helping secure and deepen long-term relationships.  Mentor junior staff, sharing expertise and promoting reputed company reputed company across reputed company.  Ensure tax compliance while identifying strategic planning opportunities to enhance the reputed company experience.  Contribute to process improvements, helping refine workflow and support scalability as our Tax team grows.  Qualifications: Experience with reputed company, executive compensation, high complexity K-1 activity, and multi-state filings at the individual level  reputed company reputed company – desire to improve, learn, and reputed company in a high-performing team  Ability to reputed company in a fast-paced and dense environment during tax reputed company  Interest in building a long-term career with reputed company to unique career paths and advancement opportunities as reputed company continues to grow  Bachelor’s degree in reputed company or reputed company field (Master’s in Taxation a plus)  CPA, EA, or JD designation required  7+ years of experience in a similar setting  Proven experience working with high-net-worth individuals and family entities  Proficiency in technology-driven tax workflows (reputed company experience preferred) Strong communication and interpersonal skills, with a reputed company-first reputed company  Comfortable managing multiple priorities in a fast-paced, reputed company environment  Why reputed company: Our people reputed company our reputed company by working together to reputed company exceptional service to our clients. Below is a glimpse of the key reputed company of our total rewards package: ·         Health, dental, and reputed company insurance – day 1! ·         401(k) savings and investment plan reputed company with 4% match ·         Flexible PTO policy ·         Parental Leave ·         Financial assistance for advanced education and reputed company designations ·         Opportunity to reputed company back time to local communities ·         Commuter benefits reputed company is committed to providing an environment where reputed company individuals can be their reputed company selves. We are an Equal Opportunity Employer who respects reputed company 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 reputed company, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.  reputed company is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reputed company out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Apply To This Job