Senior Tax Associate

3 days ago


New York, New York, United States Cerity Partners Full time
Job Summary

Cerity Partners is seeking a highly skilled Senior Associate to join our wealth management team in New York. As a Senior Associate, you will be responsible for preparing and reviewing personal, business, and fiduciary income tax returns, as well as tax projections for planning and estimated taxes. You will also respond to tax notices, assist with tax audits, and perform tax research and special projects. Additionally, you will provide business management and financial administration services to multiple clients, including direct contact and supervision of bookkeeping services. The ideal candidate will have extensive knowledge of income tax planning, financial planning, and financial administration, with a Bachelor's degree in Accounting and 5-7 years of High Net Worth tax experience. Proficiency in CCH Axcess Tax and QuickBooks is required. If you are a detail-oriented professional with excellent communication skills and a passion for tax planning, we encourage you to apply.

Key Responsibilities
  • Prepare and review personal, business, and fiduciary income tax returns
  • Prepare and review tax projections for planning and estimated taxes
  • Respond to tax notices and assist with tax audits
  • Perform tax research and special projects
  • Provide business management and financial administration services to multiple clients
Requirements
  • Extensive knowledge of income tax planning, financial planning, and financial administration
  • Bachelor's degree in Accounting and 5-7 years of High Net Worth tax experience
  • Proficiency in CCH Axcess Tax and QuickBooks
  • Excellent communication skills and attention to detail
About Cerity Partners

Cerity Partners is a leading national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses, and nonprofit organizations. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. 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.


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