Senior Tax Associate

Primary Responsibilities

• Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include Individual, Business, Estate and Gift Tax returns
• Aid in the preparation of 1099s and other year-end related benefits calculations
• Review and prepare quarterly tax projections
• Coordinate document needs for the tax team
• Answer client questions and respond to client inquiries, ensuring successful resolution of any client need

Required Qualifications

• Bachelor’s Degree required. (Finance or Accounting majors preferred)
• Proficiency in UltraTax tax preparation software strongly preferred
• 3-5 years of work experience in financial industry, tax and/or related field
• Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
• Excellent verbal and written communication skills, professional presentation, and organizational skills
• Evidence of excellent interpersonal skills in dealing with staff and clients

Preferred Qualifications

• CPA or EA candidate preferred

Skills & Competencies

• Demonstrate strong and effective communication, organizational and time management skills
• Ability to work in a team-based/collaborative environment
• Must accept and thrive in a fast-paced, changing environment
• Adherence to all compliance policies & procedures
• Demonstrate the Cerity Partners culture

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times