We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client relationships through the preparation of Business, Individual, and Fiduciary tax returns and providing guidance on a variety of tax issues for clients, including tax planning and projections.
Primary Responsibilities
Prepare Individual and Business tax returns
Prepare tax projections, assessing multiple alternatives
Create workpapers that effectively tell the story of how projects were prepared
Research and analyze a wide range of tax issues
Assist with client communication: request data, field questions, participate in client meetings
Skills and Competencies:
0-2 tax seasons in public accounting
Bachelor’s Degree with concentration in accounting or related field - required
Client-centric mindset
Identify with Cerity Partners Mission and demonstrate our Core Values
Strong collaboration, interpersonal and communication skills
Keen, consistent attention to detail
Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred
Able to solve issues independently, analytically, both proactively and reactivelyÂ
Effective at managing various projects and taking them to completion by firm deadlines
Adaptable to evolving processes
Why Cerity Partners:Â
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:Â
Health, dental, and vision insurance – day 1!Â
401(k) savings and investment plan options with 4% matchÂ
Flexible PTO policyÂ
Parental LeaveÂ
Financial assistance for advanced education and professional designationsÂ
Opportunity to give back time to local communitiesÂ
Commuter benefitsÂ
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.Â
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.
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