Tax Senior Associate

Website Cerity Partners

Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.

Full Job Description

Primary Responsibilities:

  • As a Senior Associate in our New York office, your responsibilities would include the following activities:
  • Preparation and review of personal, business, and fiduciary income tax returns including multi-state filings
  • Preparation and review of tax projections for planning and estimated taxes and other tax planning
  • Respond to tax notices and assist with tax audits
  • Tax research and special projects
  • Forensic accounting and other financial work for matrimonial actions
  • Provide business management/financial administration/financial concierge services for multiple clients – this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups, and preparation of financial statements)
  • Review client-specific reports including financial statements, budgets, cash flow, and spending reports
  • Responsible for developing and maintaining superior client relationships
  • Interaction with other members of a client’s wealth management team
  • Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability
  • Extensive knowledge of income tax planning, financial planning and financial administration
  • Bachelor’s degree in Accounting, Masters in Tax a plus
  • CPA license preferred
  • 5 – 7 years of High Net Worth tax experience
  • Proficiency with CCH Axcess Tax and QuickBooks
  • Ability to manage professionals, workflow and adept at meeting deadlines
  • Excellent oral and written communication skills
  • Strong organizational skills and attention to detail
  • Interest in learning and expanding income tax skills and expertise
  • Professionalism, dependability, integrity and trustworthiness combined with a team mentality
  • Strong team player and collaborate with insightful, experienced colleagues to deliver our services

Company Overview:

  • Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.
  • With no financial products to sell, our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
  • Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.
  • Our culture allows us to deliver this mission.
  • 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.
  • We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.
  • As a result, we will enjoy talking to you if:
  • You understand the need to provide a world-class client experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

Pay: $110,000 – $130,000 a year

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