Position Summary:
We are seeking a detail-oriented Tax Associate with 1–3 years of experience to join our team. In this role, you will provide tax preparation and compliance services for high-net-worth individuals and business clients across a broad range of entity types. The ideal candidate has a strong work ethic, a solid understanding of federal and state tax regulations, and the ability to prepare returns accurately and efficiently.
Primary Responsibilities
- Prepare federal, state, and local tax returns for individuals, corporations, partnerships, LLCs, and other business entities with a high degree of accuracy and attention to detail.
- Prepare extension calculations and requests, and assist with estimated tax calculations and tax planning projects.
- Prepare and review quarterly tax projections.
- Assist in the preparation of 1099s and other year-end related benefit calculations.
- Organize, review, and analyze financial statements for accuracy and adjust as needed.
- Prepare supporting tax workpapers, including tax provisions, capital and/or basis calculations, and depreciation schedules.
- Complete accounting functions such as reconciliations, accruals, and journal entries.
- Keep client documents and supporting workpapers organized for easier review.
- Research tax issues as necessary to address client-specific situations or tax law changes.
- Assist with tax audits as needed.
- Ensure clients comply with applicable tax regulations to meet their federal and state income tax obligations.
- Answer client questions and respond to client inquiries, providing superior service and ensuring successful resolution of any client need.
Required Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field
- 1–3 years of experience in tax return preparation or a related financial/accounting field.
- Knowledge of federal, state, and local tax laws, especially as they relate to individuals and business entities.
- Understanding of Generally Accepted Accounting Principles (GAAP) and strong financial analysis skills.
- Strong attention to detail, exceptional problem-solving skills, and ability to organize and prioritize work to meet deadlines proactively with minimal supervision.
- Strong verbal and written communication skills, professional presentation, and organizational skills.
Preferred Qualifications:
- CPA license, candidate, or actively pursuing CPA licensure preferred.
- Proficiency in CCH Axcess or UltraTax tax preparation software strongly preferred.
- Experience with Sure Prep and Safe Send a plus.
- Strong knowledge of Microsoft Excel and Word; experience with QuickBooks Online a plus.
- Tax research experience a plus.
Skills and Competencies:
- Demonstrate strong and effective communication, organizational and time management skills.
- Ability to work in a team based/collaborative environment.
- Must accept and thrive in a fast-paced, changing environment.
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
Physical Requirements:
- Prolonged periods sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at times.
Compensation Range:
$72,000 - $82,000
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
- Bachelor's degree in Accounting, Finance, or a related field
- 1-3 years of experience in tax return preparation or a related financial/accounting field
- Knowledge of federal, state, and local tax laws
- Understanding of Generally Accepted Accounting Principles (GAAP)
- Strong verbal and written communication skills
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/.
