Cerity Partners
Senior Tax Associate | Wealth Management
Cerity Partners, Cincinnati, Ohio, United States, 45208
Job Details
LevelExperienced
Job LocationCincinnati South Office - Cincinnati, OH
Position TypeFull Time
Education Level4 Year Degree
Salary Range$75,000.00 - $90,000.00
Job CategoryAccounting
We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Senior Tax Associate. In this role, you are responsible for playing a key role in client engagements by establishing a personal and direct working relationship with clients.
Benefits & Perks:
We are proud of our unique approach to public accounting, which sets us apart from traditional firms:We do not track billable hours allowing 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. We provide organized and pre-paid continuing education, and advancement opportunities.Your career journey matters! You have the power to pursue a new internal career path as your interests and passions evolve.We are a technology-forward company, using it to create smarter, more streamlined solutions.Primary Responsibilities:
Prepare and Review complex Individual and Business tax returns and projections for local and nationwide high net worth clients.Collaborate with tax and financial advisors to create integrated planning opportunities for high net worth and ultra-high net worth clients.Research, analyze, and resolve a wide range of tax issues.Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.Ideal Candidate Profile
Bachelor's Degree with concentration in accounting or related field - required3+ tax seasons in public accounting - requiredExperience using Thomson Reuters CS Professional Suite (UltraTax) - preferredMaster at Microsoft Excel, providing clear outputs for analysis and comprehension - preferredBe a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest taskKeen, consistent attention to detailProven ability to independently analytically solve issues both proactively and reactivelyEffective at managing various projects and taking them to completion by firm deadlinesAdaptable to evolving processesClient-centric mindsetCompany 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. 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 experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
LevelExperienced
Job LocationCincinnati South Office - Cincinnati, OH
Position TypeFull Time
Education Level4 Year Degree
Salary Range$75,000.00 - $90,000.00
Job CategoryAccounting
We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Senior Tax Associate. In this role, you are responsible for playing a key role in client engagements by establishing a personal and direct working relationship with clients.
Benefits & Perks:
We are proud of our unique approach to public accounting, which sets us apart from traditional firms:We do not track billable hours allowing 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. We provide organized and pre-paid continuing education, and advancement opportunities.Your career journey matters! You have the power to pursue a new internal career path as your interests and passions evolve.We are a technology-forward company, using it to create smarter, more streamlined solutions.Primary Responsibilities:
Prepare and Review complex Individual and Business tax returns and projections for local and nationwide high net worth clients.Collaborate with tax and financial advisors to create integrated planning opportunities for high net worth and ultra-high net worth clients.Research, analyze, and resolve a wide range of tax issues.Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.Ideal Candidate Profile
Bachelor's Degree with concentration in accounting or related field - required3+ tax seasons in public accounting - requiredExperience using Thomson Reuters CS Professional Suite (UltraTax) - preferredMaster at Microsoft Excel, providing clear outputs for analysis and comprehension - preferredBe a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest taskKeen, consistent attention to detailProven ability to independently analytically solve issues both proactively and reactivelyEffective at managing various projects and taking them to completion by firm deadlinesAdaptable to evolving processesClient-centric mindsetCompany 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. 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 experienceYou value the collaboration of insightful, experienced colleagues to deliver our servicesYou demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills