Tax Accountant Associate

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client relationships through the preparation of Business, Individual, and Fiduciary tax returns and providing guidance on a variety of tax issues for clients, including tax planning and projections.

We are proud of our unique approach to public accounting, which sets us apart from traditional firms: We do not track billable hours. This allows 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. That is why we provide organized and pre-paid continuing education, tuition assistance benefits, and reimbursement for credentialing. We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment.

Your career journey matters! We encourage internal moves if our company culture resonates with you. We are a technology-forward company, using it to create smarter, more streamlined solutions.

Primary Responsibilities: Prepare Individual, Business tax, non-profit, gift, and trust tax returns Prepare tax projections, assessing multiple alternatives Create workpapers that effectively tell the story of how projects were prepared Research and analyze a wide range of tax issues Assist with client communication: request data, field questions, participate in client meetings Assisting with any special projects related to servicing and the requests of our clients.

Ideal Candidate Profile – “Our Casting Call!

###skills### Keen, consistent attention to detail Proficient at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred Able to solve issues independently, analytically, both proactively and reactively Effective at managing various projects and taking them to completion by firm deadlines Adaptable to evolving processes

###Experience### working with LLMs preferred Physical Requirements: Prolonged periods sitting at a desk and working on a computer Able to lift up to 25lbs Compensation Range: 60,000 – 70,000 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.