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Tax Preparation Assistant

1 month ago

Cincinnati, Ohio, United States Cerity Partners Full time
Job Overview

Cerity Partners is seeking a highly motivated and detail-oriented individual to join our tax team as a Tax Intern. This is a paid internship program designed to provide college students with a hands-on, career-related experience in the financial industry.

Key Responsibilities
  • Assist in the preparation of federal, state, and local individual and business income tax returns
  • Create workpapers that effectively tell the story of how projects were prepared
  • Research and analyze a wide range of tax issues
Requirements
  • Enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
  • Majoring in Finance, Accounting, or related business degree
  • Proficient in Microsoft Office Applications
  • Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
  • Identify with Cerity Partner's mission and demonstrate our core values
Company Overview

Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. 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.

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.