Tax Associate

About the Role

We are seeking a detail-oriented and organized Tax Preparer who takes pride in accuracy, enjoys working through data and documentation, and values collaboration. The ideal candidate brings a positive attitude, strong communication skills, and the ability to build strong working relationships with teammates and internal partners in a fast-paced environment.

Responsibilities

• Support Partner and tax team on client matters, including:
  • Prepare financial exhibits and analysis – such as net worth statements, cash flow statements, estate tax forecasts, balance sheets, flow charts, asset allocations, and portfolio analysis
  • Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include individual (with many K-1’s from MLP’s and alternative investments), LLC’s, Business Entities, and Gift Tax
  • Coordinate client meetings including preparation of meeting materials; notifying and distributing agenda and implementing post-meeting action items
  • Determine service requirements and manage daily client activities applying problem-solving strategies
  • Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
  • Assist planning and investment team members and practice leaders with income tax research, technical advice and support on tax related matters
  • 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
  • Assist in the preparation of 1099s and other year-end related benefits calculations
  • Prepare and review quarterly tax projections
  • Support tax team with coordination of document needs
  • Other tasks as needed

Requirements

• Bachelor’s Degree required (Finance or Accounting majors preferred)
• 1-3 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
• Strong 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
• Proficiency in CCH Axcess tax preparation software strongly 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

Benefits

• 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