Tax Operations Associate

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:

• Bachelor’s Degree required. (Finance or Accounting majors preferred)

• Proficiency in UltraTax tax preparation software strongly 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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.