Primary Responsibilities:
- Assist in the preparation of federal, state, and local individual and business income tax returns
- Create work papers that effectively tell the story of how projects were prepared
- Research and analyze a wide range of tax issues
Ideal Candidate Profile:
- Be enrolled in an undergraduate program at an accredited university with a minimum 3.2 GPA
- Majoring in Finance, Accounting, or related business degree
- Be proficient in Microsoft Office Applications
- Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
- Identify with Cerity Partner’s mission and demonstrate our core values
- Dependable – Timely with solid follow-through
- Tech savvy – Ability to quickly learn to navigate various software applications
- Organized – Proficient at compiling data into a presentable orderly deliverable
- Accurate – Demonstrates close attention to detail
- Positive attitude and professional appearance
- Strong collaboration, interpersonal and communication skills
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.
Top Skills
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.
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