We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client relationships through the preparation of Business, Individual, and Fiduciary tax returns and providing guidance on a variety of tax issues for clients, including tax planning and projections.
We are proud of our unique approach to public accounting, which sets us apart from traditional firms:
We do not track billable hours. This allows you to focus on providing the best possible service to your clients, without worrying about how long it takes.
Enjoy competitive wages, updated facilities, and excellent benefits, including flexible paid time off (PTO), group and individual volunteer opportunities, and flexible work environments to encourage work-life balance.
We encourage you to be a lifelong learner and to expand your knowledge of tax law and other financial planning topics. That is why we provide organized and pre-paid continuing education, tuition assistance benefits, and reimbursement for credentialing.
We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment.
Your career journey matters! We encourage internal moves if our company culture resonates with you.
We are a technology-forward company, using it to create smarter, more streamlined solutions.
Primary Responsibilities:
Prepare Individual, Business tax, non-profit, gift, and trust tax returns
Prepare tax projections, assessing multiple alternatives
Create workpapers that effectively tell the story of how projects were prepared
Research and analyze a wide range of tax issues
Assist with client communication: request data, field questions, participate in client meetings
Assisting with any special projects related to servicing and the requests of our clients.
Ideal Candidate Profile – “Our Casting Call!”
Required Qualifications:
0-2 tax seasons in public accounting
Bachelor’s Degree with concentration in accounting or related field - required
Client-centric mindset
Identify with Cerity Partners Mission and demonstrate our Core Values
Strong collaboration, interpersonal and communication skills
Keen, consistent attention to detail
Proficient at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred
Able to solve issues independently, analytically, both proactively and reactively
Effective at managing various projects and taking them to completion by firm deadlines
Adaptable to evolving processes
Experience working with LLMs preferred
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Able to lift up to 25lbs
Compensation Range:
60,000 – 70,000
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- 0-2 tax seasons in public accounting
- Bachelor's Degree with concentration in accounting or related field
- Client-centric mindset
- Identify with Cerity Partners mission and demonstrate core values
- Strong collaboration, interpersonal and communication skills
- Keen, consistent attention to detail
- Proficient at Microsoft Excel, providing clear outputs for analysis and comprehension
- Able to solve issues independently, analytically, both proactively and reactively
- Effective at managing various projects and taking them to completion by firm deadlines
- Adaptable to evolving processes
- Experience working with LLMs
- Prolonged periods sitting at a desk and working on a computer
- Able to lift up to 25lbs
- Authorized to work for any employer in the U.S.
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
