PrincipalTaxAdvisor

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. **Primary Responsibilities:** **Client Relationship Management** * 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. * Proactively identify and communicate tax planning opportunities, legislative changes, and risk areas relevant to each client. * Conduct client meetings and presentations to discuss tax strategies, return results, and year-round planning initiatives. * Manage client expectations and ensure timely, high-quality deliverables throughout the year. **Tax Return Review & Signing** * Review 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. * Ensure technical accuracy, completeness, and compliance with current tax laws and regulations across all signed returns. * Apply professional judgment to complex tax positions and document conclusions in accordance with firm standards. * Coordinate timely filing and extension management for all returns within your client portfolio. * Oversee quality control procedures and ensure all workpapers and supporting documentation meet firm and regulatory standards. **Staff Management & Development** * Directly supervise, mentor, and develop assigned staff member(s), including s