Senior Associate

4 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 providing tax planning and compliance services to high-net-worth individuals and their families, businesses, and nonprofit organizations.

Key Responsibilities
  • Preparation and Review of Tax Returns: Prepare and review personal, business, and fiduciary income tax returns, including multi-state filings.
  • Tax Planning and Projections: Prepare and review tax projections for planning and estimated taxes, and other tax planning services.
  • Tax Research and Special Projects: Conduct tax research and special projects, including forensic accounting and other financial work for matrimonial actions.
  • Client Relationship Management: Develop and maintain superior client relationships, including direct contact with clients and supervision and review of bookkeeping services.
  • Financial Administration: Provide business management and financial administration services, including review of client-specific reports, financial statements, budgets, cash flow, and spending reports.
Requirements
  • Extensive Knowledge of Tax Planning: Possess extensive knowledge of income tax planning, financial planning, and financial administration.
  • Professional Certifications: Hold a Bachelor's degree in Accounting, and a CPA license is preferred.
  • Experience: Have 5-7 years of high-net-worth tax experience, with proficiency in CCH Axcess Tax and QuickBooks.
  • Soft Skills: Possess excellent oral and written communication skills, strong organizational 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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