Tax Operations Associate

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.

###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.

###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.