Senior Tax Associate

2 days ago


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

We are seeking a highly skilled Tax Associate to join our team at Cerity Partners. As a 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 high net worth clients.

You will collaborate with tax and financial advisors to create integrated planning opportunities for high net worth and ultra-high net worth clients. Additionally, you will research, analyze, and resolve a wide range of tax issues, communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.

Key Responsibilities:

  • Prepare and review complex Individual and Business tax returns and projections
  • Collaborate with tax and financial advisors to create integrated planning opportunities
  • Research, analyze, and resolve tax issues
  • Communicate with clients to request data and respond to questions

Requirements:

  • Bachelor's Degree with concentration in accounting or related field
  • 3+ tax seasons in public accounting
  • Experience using Thomson Reuters CS Professional Suite (UltraTax)
  • Master at Microsoft Excel, providing clear outputs for analysis and comprehension

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 from its offices across the country. 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.



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