Tax Associate

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.

###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!

###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 careers@ceritypartners. com.

Applicants must be authorized to work for any employer in the U. S. Ultimately, outstanding wealth management is about people and relationships.

Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients.

We truly care about what we do. Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial advisory firms.

We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight. At Cerity Partners, we believe in the long view.

We work with clients who appreciate our comprehensive and sustained approach to wealth management. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people.

We look for experienced and credentialed wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barron’s Top 100 RIA firms in the nation. The driving factor of our accelerated growth is our people.

Located throughout the U. S. , our teams consist of experts who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.