Are you a tax professional who enjoys the challenge of sophisticated, the pace of tax season, and the satisfaction that comes when it all comes together? Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients? If so, you may be a great fit for our Raleigh Tax team.
We are seeking a detail-oriented, highly organized professional who enjoys administrative and data-focused work, takes pride in accuracy, and thrives in a collaborative team environment. The ideal candidate brings a positive attitude, strong interpersonal skills, and the ability to build strong working relationships with both peers and internal stakeholders.
Primary Responsibilities:
Support tax team on client matters, including:
Perform detailed data entry and maintain accurate client and tax return information across internal systems.
Process completed tax returns and prepare final deliverables for distribution to clients in a timely and accurate manner.
Answer client questions and respond to client inquiries, providing superior service and ensuring successful resolution of client needs.
Assist in identifying and implementing process improvements to enhance operational efficiency, accuracy, and overall team effectiveness.
Collaborate with team members to support workflow management and ensure deadlines are met during peak tax season.
Other tasks and special projects as needed.
Required Qualifications:
Associate or Bachelor’s Degree preferred. (Finance or Accounting majors preferred)
Proficiency in UltraTax tax preparation software strongly preferred,
0-3 years of work experience in financial industry, tax and/or related field
Strong attention to detail, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
Strong verbal and written communication skills, professional presentation, and organizational skills.
Evidence of excellent interpersonal skills in dealing with staff and clients
Preferred Qualifications:
SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus
Skills & 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.
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
Unlimited PTO
Paid parental leave
Financial assistance for advanced education and professional designations
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 required (Finance or Accounting preferred)
- Proficiency in UltraTax tax preparation software strongly preferred
- 1-2 years of work experience in financial industry, tax and/or related field
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/.
