Tax Administrative Assistant

About us:

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises with particular depth in the real estate industry. As part of the Cerity Partners platform we combine the resources and capabilities of a national firm with the personalized service and technical excellence our clients have trusted for decades.

We focus on complex year-round engagements where we deliver significant value through Tax Planning and Compliance Trusts & Estates Accounting and Auditing Entertainment and Business Management and Business Advisory and Consulting Services.

With over forty professionals including six partners and two principals many of our team members have been with us for over 25 years. This continuity means clients work with the same trusted advisors year after year ensuring deep relationships and institutional knowledge.

We operate as true fiduciary advisorswe dont accept commissions or referral fees and we dont sell financial products. Our growth comes entirely through referrals from satisfied clients and their professional advisors.

The Professionals We Seek

Were looking for collaborative intellectually curious individuals who bring integrity and professionalism to every client interaction. Youre self-directed proactive in developing solutions and flexible enough to manage multiple priorities. Its not in my job description isnt part of your vocabulary.

We believe great work happens when talented people have the flexibility and work-life balance to perform at their best.

Position Summary:

The Tax Administrator Assistant provides essential clerical and administrative support to the Tax Administrator. This position is responsible for managing the flow of client documents assembling tax returns maintaining incoming files and ensuring the smooth operation of the office particularly during the busy tax filing seasons. The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency.

Primary Responsibilities

• Tax Return Assembly:
  • Assemble and process completed tax returns (federal state and local) including printing binding ensuring all signature pages and e-file authorizations are included.
  • Coordinate the mailing and delivery of final tax packages to clients via mail courier or secure electronic portals.
• Data Entry & Systems:
  • Monitoring various portals for signed consent forms i.e. Lacerte E-Signature Dashboard Docusign SafeSend etc.
  • Prepare and update client engagement letters and administrative correspondence.
• Administrative Support:
  • Support the Tax Departments daily functions by performing essential administrative duties.
  • Responsibilities will include managing documentation assisting with scheduling organizing electronic and physical files and executing time-sensitive ad hoc tasks as directed by the tax administrators.
• Document Processing & Filing:
  • Organize scan and electronically file client source documents (e.g. W-2s 1099s bank statements) into the document management system.
  • Maintain and archive both physical and electronic client files ensuring quick retrieval and adherence to retention policies.

Required Qualifications:

• Education: Bachelors degree preferred Associates degree with at least 5 years of working experience is acceptable.
• Experience: 3-5 years of experience in an office clerical or administrative support role preferably in tax/accounting or a professional service setting.
• Technical Proficiency: Solid command of Microsoft Office Suite (Word Excel Outlook) and experience with electronic file management.
• Communication: Excellent verbal and written communication skills for professional interaction with clients and staff.
• Core Competencies: Demonstrated ability to be highly organized detail-oriented and capable of handling confidential information with integrity.

Preferred Qualifications:

• Familiarity with tax-specific software (e.g. Lacerte SafeSend CCH software) is a plus.
• Ability to work extended hours during peak tax season deadlines.

Compensation Range:

$40.00 per hour

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.