Tax Administrative Associate
Primary Responsibilities
- Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process
- Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data
- Assist Tax Administrators in assembly of client tax return deliverables
- Other duties as requested by Tax Advisor and Tax Administrators
Required Qualifications
- Be proficient in Microsoft Office and Adobe Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
- Identify with Cerity Partner’s mission and demonstrate our core values
- Strong collaboration, interpersonal and communication skills
- Keen, consistent attention to detail
- Able to maintain confidentiality
Physical Requirements
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at times
Why Cerity Partners
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Unlimited PTO
Paid 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.