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Cerity Partners
Irvine, CA; Orange County Office
Source: Cerity Partners careers · View original posting
From Cerity Partners's posting. “We” and “our” refer to the employer.
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
Provide financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements
Provide strategic tax advisory services to clients on equity compensation arrangements, including stock options, restricted stock units, and employee stock purchase plans, optimizing tax outcomes and ensuring regulatory compliance.
Provide comprehensive tax advisory services to private equity executives on carried interest structures, ensuring compliance with IRC Section 1061 three-year holding period requirements and optimizing the tax treatment of capital versus ordinary allocations.
Navigate complex AMT planning for ISO exercises and multi-state tax allocation issues, ensuring accurate sourcing of equity compensation income across jurisdictions and optimal timing of elections under IRC Section 83(b).
Compensation
$100,000-150,000
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:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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