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Senior Tax Associate

2 months ago


Louisville, 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 key member of our tax team, you will play a critical role in client engagements, establishing strong relationships with clients and delivering exceptional service.

Key Responsibilities:
  • Prepare and review complex individual and business tax returns and projections for high net worth clients.
  • Collaborate with tax and financial advisors to create integrated planning opportunities for high net worth and ultra-high net worth clients.
  • 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.
Requirements:
  • Bachelor's degree with a concentration in accounting or a related field.
  • 3+ tax seasons in public accounting.
  • Experience using Thomson Reuters CS Professional Suite (UltraTax) is preferred.
  • Master at Microsoft Excel, providing clear outputs for analysis and comprehension is preferred.
  • Strong team player with a client-centric mindset.
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.