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Tax Associate

Cerity Partners
Posted a month ago, valid for a month
Location

Cincinnati, OH 45273, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off

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Sonic Summary

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  • Cerity Partners is looking for a Tax Associate who has 0-2 years of experience in public accounting and a Bachelor's Degree in accounting or a related field.
  • The role involves preparing Business, Individual, and Fiduciary tax returns, as well as providing guidance on various tax issues and maintaining client relationships.
  • Candidates should possess strong communication skills, attention to detail, and a client-centric mindset, with proficiency in Microsoft Excel preferred.
  • The total rewards package includes health insurance starting on day one, a 401(k) plan with a 4% match, flexible PTO, and financial assistance for education.
  • Cerity Partners is an Equal Opportunity Employer committed to diversity and inclusion in the workplace.

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 reactively 

  • Effective at managing various projects and taking them to completion by firm deadlines

  • Adaptable to evolving processes

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.




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