Tax Associate
Tax Associate
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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 Raleigh Tax team.
Primary Responsibilities:
Support tax team on client matters including:
- 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
- Answer client questions and respond to client inquiries providing superior service and ensure successful resolution of any client need
- Assist in the preparation of 1099s
- Other tasks as needed
Required Qualifications:
- Bachelors Degree required. (Finance or Accounting majors preferred)
- Proficiency inUltraTax tax preparation softwarestrongly preferred
- 1-2 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 candidate preferred
- SurePrep UltraTax Fixed Assets CS and tax research experience a plus
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.
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
- Unlimited PTO
- Paid parental leave
- Financial assistance for advanced education and professional designations
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
