Tax Associate
Tax Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Are you a tax professional that enjoys the challenge of sophisticated tax returns the pressure of tax season and the joy when it is all completed Do you appreciate that great tax advice and service is incredibly valuable to many high-net-worth clients If yes you would be a great fit as a member of our Wealth Management team.
Primary Responsibilities
- Support Partner/Senior Advisor 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-1s from MLPs and alternative investments) LLCs 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
Required Qualifications:
- Bachelors Degree required. (Finance or Accounting majors preferred)
- 2 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 EA or CFP candidate preferred
- Proficiency inCCH Axcess tax preparation softwarestrongly 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
Why Cerity Partners:
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
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
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 Applicants must be authorized to work for any employer in the U.S.
Required Experience:
IC
Employment Type
Full-Time
