Tax Administrative Associate

Are you a tax professional who enjoys the challenge of sophisticated tax returns the pace of tax season and the satisfaction that comes when it all comes together Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients If so you may be a great fit for our Cincinnati Tax team.

We are seeking a detail-oriented highly organized professional who enjoys administrative and data-focused work takes pride in accuracy and thrives in a collaborative team environment. The ideal candidate brings a positive attitude strong interpersonal skills and the ability to build strong working relationships with both peers and internal stakeholders.

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 and document management.

• Answer client questions and respond to client inquiries providing superior service and ensure successful resolution of any client need

• 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:

• 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.