Senior Tax Associate

2 weeks ago


Elizabethtown, Kentucky, United States Cerity Partners Full time
Senior Tax Associate

Cerity Partners is seeking a highly skilled Senior Tax Associate to join our team. As a Senior Tax Associate, you will play a key role in client engagements, establishing a personal and direct working relationship with clients. Your primary responsibilities will include preparing and reviewing complex Individual and Business tax returns and projections for local and nationwide business owners and high net worth clients.

Key Responsibilities:
  • Prepare and review complex tax returns and projections for clients.
  • Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for clients.
  • Research, analyze, and resolve tax issues.
  • Communicate with clients to request data, respond to questions, and participate in client meetings.
  • Assist with the creation of presentations discussing tax planning opportunities for clients.
Requirements:
  • Bachelor's Degree in Accounting or related field.
  • 3+ tax seasons in public accounting.
  • Experience using Thomson Reuters CS Professional Suite (UltraTax) preferred.
  • Master at Microsoft Excel, providing clear outputs for analysis and comprehension preferred.
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 their employees, 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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