• Process financial transactions in a timely and accurate manner. • Prepare bill payments through various payment solutions. • Identify trends, patterns, and opportunities in financial data, using those insights to drive positive change. • Reconcile bank and credit card statements on a daily, weekly, and monthly basis. • Help with the month-end closing process. • Assist with the preparation and maintenance of working papers to support day-to-day operations. • Review of AP invoice / credit card coding and match AP documents (invoice, PO, POD, and credit card receipt). • Support in the preparation and filing of regulatory reporting and tax filings. • Compile HST, QST, EHT, and WSIB remittances. • Assist with external review/audit processes as necessary. • Update AR and issue invoices as required. • Oversee payables for shipping accounts (Wizmo, FedEx, Purolator, etc.). • Assist with the bi-weekly payroll process, ad-hoc reporting, capital asset management, and PO creation as required.

• Perform detailed audit and attest procedures in accordance with professional standards (GAAS, SSARS). • Prepare and review financial statements, workpapers, and supporting documentation. • Communicate directly with clients to gather information, explain findings, and deliver exceptional service. • Identify accounting and audit issues and collaborate with supervisors or managers on resolution. • Assist with engagement planning, budgeting, and timeline management. • Provide guidance and mentorship to junior associates on engagements. • Stay current on accounting and auditing standards relevant to client industries.

Role Description Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywhere in the US. We are seeking a CPA with at least 7–10 years of public accounting experience from a respected mid-to-large local or regional firm to join our growing practice. A concentration in real estate and complex partnership taxation is required. This is a growth opportunity and not a replacement position. The ideal candidate has significant experience serving high-net-worth individuals, real estate owners, family offices, closely held businesses, trusts and complex partnership structures. This role involves substantially more than tax compliance. Our professionals work proactively with clients and their advisors throughout the year on tax planning, consulting projects, transaction structuring and solving sophisticated issues before they become problems. You will: - Review and adjust client-prepared accounting - Prepare and review complex partnership, S corporation, C corporation and individual tax returns - Interact directly with clients and advisors - Assist partners with planning and strategic projects Qualifications - Bachelor’s degree in accounting or related field - Active CPA license - Minimum 7–10 years public accounting experience - Strong experience with 704(b), 704(c), 754, 1031, 163(j), 199A, trusts and estate taxation, pass-through entities and multi-state issues preferred - Significant complex partnership and real estate tax, and high-net-worth experience required - Experience with Lacerte, CCH Workstream, SafeSend, Laserfiche, QuickBooks and Office 365 preferred Requirements You are committed to public accounting and have a reputation for integrity, professionalism, responsiveness and sound judgment. You are a team player who works effectively with clients, colleagues and administrative team members and understand that collaboration is critical to delivering exceptional client service. You are proactive rather than reactive and seek solutions rather than simply identifying problems. You possess excellent written and verbal communication skills and are able to organize, prioritize and manage multiple client engagements while consistently meeting deadlines and exceeding expectations. You embrace technology and continuously seek efficiencies, including leveraging AI tools and workflow technology to improve quality, productivity and client service. You are self-directed, highly organized and take ownership of your responsibilities and client relationships. Benefits - Flexible PTO policy that you can actually use - Remote flexibility without sacrificing collaboration or career growth - Salary is commensurate with experience and range is 150 – 180 base salary - You will be paid a bonus twice a year based on productivity, contributions to the firm and overall performance - Health, dental, and vision insurance – day 1! - 401(k) savings and investment plan options with 4% match - Parental Leave - Financial assistance for advanced education and professional designations - Opportunity to give back time to local communities - Commuter benefits Company Description Cerity Partners Tax, Accounting & Advisory Services is a highly sophisticated CPA and advisory practice serving high-net-worth individuals, multi-generational families, real estate investors, entrepreneurs, family offices, and closely held businesses. Our clients expect a high-touch experience and proactive advice. We emphasize planning and strategy—not simply preparing tax returns after the fact. We have been highly successful in attracting and retaining exceptional professionals because of the sophistication of our work, our flexible work environment and our firm culture. We maintain a two-level review process designed to ensure exceptional technical quality and client service. We also make a significant investment in training and professional development. All staff members are assigned a mentor ("buddy") and participate in regular monthly check-ins with principals and partners to support ongoing development, communication and career growth.

• Execute on general ledger accounting, including journal entries, reconciliations, and variance analysis. • Perform monthly and annual financial close procedures. • Review financial statements to ensure accuracy and compliance with GAAP. • Work closely with internal teams to ensure proper financial reporting. • Analyze financial data to provide insights and recommendations. • Assist in financial audits by preparing schedules and providing necessary documentation. • Continuously improve accounting processes to enhance efficiency and accuracy. • Support the implementation and optimization of accounting systems. • Ensure compliance with internal controls.