Remote Gift Planning Jobs in Springfield, PA (NOW HIRING)

Join the Cerity Partners Encino team! We are a sophisticated tax, accounting and advisory practice with approximately fifty professionals, partners and administrative staff specializing in serving family office and real estate private equity sponsors with tax, and multi-generational trust and estate compliance and planning. This position is due to growth. The firm has steadily grown each and every year primarily organically via referral. This is a fully remote opportunity that can be based anywhere in the US.
Why join us?

• Exceptional opportunity for growth to principal and partner and equity opportunity with ownership in Cerity Partners.
• True work-life balance: Flexible PTO policy that you can actually use. We care about he quality of your hours and not the quantity. No minimum over time requirement.
• Remote flexibility without sacrificing collaboration or career growth
• Longevity matters here: Our team includes partners and principals with decades of tenure-people stay because they love the work and our culture. We care about our people!
• Deep client relationships: Work with the same clients year after year, not transactional engagements
  

Position Summary:

We are seeking a CPA with 8 - 12 years of experience from a mid-to-large sized local firm with business accounting and tax experience emphasizing partnership, trust and individual tax, to join our firm. The position will initially focus on the preparation of complex business and personal tax returns, with opportunities to take on additional review and client responsibilities as the individual develops within the role. You will be preparing and reviewing tax returns and accounting prepared by our tax accountants for Partnership, S-Corporation, Individual, gift, private foundation and Trust Tax Returns. Strong knowledge of accounting principles is required in addition to tax expertise to ensure the accuracy and completeness of tax returns. The role relies on tax return-ready books and records provided by clients and does not involve remedial bookkeeping. Our firm has a broad range 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 and caring deeply about taking great care of clients is essential to the success of this role. You are self-directed, proactive in developing solutions, and flexible enough to manage multiple priorities.
About us:

Our focus is to deliver significant value through Tax Planning and Compliance, Trusts & Estate planning, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services.

With a team that includes seasoned partners and principals, we benefit from exceptional tenure across our professional and administrative staff. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge that strengthen our service delivery and client outcomes. Our motto is that people can come but they can't leave (meaning that you won't want to!)

Primary Responsibilities

Review and prepare accounting, workpapers, and tax returns, including partnership, S corporation, C corporation, trust, and individual (1040) returns.

Manage client relationships, including client groups with multiple entities (up to 100+).

Provide direct client contact and develop tailored solutions for client needs.

Oversee and train staff, assisting with technical development and mentoring.

Apply advanced knowledge of multi-state tax issues, 1031 exchanges, 163(j) limitations, Qualified Business Income (QBI) deductions, 704(b) target allocation rules, allocation of non-recourse debt, 754 step-ups, and cost segregation studies.

Provide tax planning and manage special projects requiring analysis, judgment, and creative thinking.

Be willing if needed to occasionally assist in preparing complex real estate partnership returns, if needed but majority of time you will be reviewing.

Handle federal and state tax audits and assist with tax controversy matters.

Maintain expertise in multi-state tax and foreign compliance policies, ensuring adherence to relevant regulations.

Assist in preparing firm memos and technical documentation.

Keep up with industry's best practices and tax law updates.

Support the development of staff through structured training programs.

Lead and execute other tax-related projects as they arise.

Required Qualifications:

A college degree in accounting or a similar field is required.

Certified Public Accountant (CPA) designation.

8 - 12 years of experience in public accounting is required, with a strong preference for candidates from a mid-to-large-sized local firm.

Strong accounting knowledge and the ability to apply accounting principles to the preparation and review of complex tax returns.

Experience working with client-provided, tax return-ready books and records; this role does not involve remedial bookkeeping.

Experience with trusts, estate tax returns, and/or private foundations is preferred but not required.

Experience training, managing and mentoring teams.

Experience with partnership tax matters, including capital account maintenance under the 704(b) regulations, 1031 exchanges, 754 elections, Section 163(j), 199A, and Pass-Through Entity Tax (PTET).

Multi-state tax experience is required, and international tax experience is considered a plus.

Proficiency in Excel and experience working in a paperless office environment are essential.

Familiarity with software such as Lacerte, QuickBooks, and CCH Engagement is desirable.

Compensation Range:

$190,000-220,000

Why Cerity Partners:

At Cerity Partners, you're not just joining a firm-you're joining an industry leader. Of those surveyed, 98% of our colleagues believe they will continue learning and leading for years to come. When nearly everyone believes where we're headed, you know you're in the right place. We set ourselves apart with a commitment to developing our teams with leadership development and cutting-edge learning platforms.

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:

• Generous bonus paid twice a year after each tax season
• 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

Paperless environment with leading edge technology, people and commitment to utilizing AI to automate manual tasks. We are committed to only using onshore

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.