We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Senior Tax Associate. In this role, you are responsible for playing a key role in client engagements by establishing a personal and direct working relationship with clients.
Benefits & Perks
We are proud of our unique approach to public accounting, which sets us apart from traditional firms:
- We do not track billable hours, allowing you to focus on providing the best possible service to your clients, without worrying about how long it takes.
- Enjoy competitive wages, updated facilities, and excellent benefits, including flexible paid time off (PTO), group and individual volunteer opportunities, and flexible work environments to encourage work-life balance.
- We encourage you to be a lifelong learner and to expand your knowledge of tax law and other financial planning topics. We provide organized and pre-paid continuing education, and advancement opportunities.
- Your career journey matters! You have the power to pursue a new internal career path as your interests and passions evolve.
- We are a technology-forward company, using it to create smarter, more streamlined solutions.
Primary Responsibilities
- Prepare and review complex individual and business tax returns and projections for local and nationwide business owners and high net worth clients.
- Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for small to medium size business owners and high net worth clients.
- Research, analyze, and resolve a wide range of tax issues.
- Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.
- Assist with the creation of presentations discussing tax planning opportunities for clients.
- Analyze various business structures and their tax implications to help provide comprehensive tax services.
Minimum Requirements
- Bachelor's Degree with concentration in accounting or related field - required
- 3+ tax seasons in public accounting - required
- Experience using Thomson Reuters CS Professional Suite (UltraTax) - preferred
- Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred
- Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task.
- Keen, consistent attention to detail.
- Proven ability to independently analytically solve issues both proactively and reactively.
- Effective at managing various projects and taking them to completion by firm deadlines.
- Adaptable to evolving processes.
- Client-centric mindset.
- Familiarity with basic accounting principles, financial statements, and bookkeeping methods.
- The ability to clearly explain complex tax concepts to clients and communicate effectively with tax authorities.
- The capacity to analyze financial situations, identify potential issues, and develop solutions.
Company Overview
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.
As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience.
- You value the collaboration of insightful, experienced colleagues to deliver our services.
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills.
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