Senior Tax Associate | Wealth Management

Have you ever questioned your role as tax preparer, wondering if you were really adding value to your clients and your business?  Have you ever wanted to use your tax expertise in a position where you can lead a team in a growing business who are impacting the financial lives of clients?  Have you ever wanted to be an entrepreneur, but think your tax background won’t translate, or you feel too risk adverse to venture away from the Big 4 or large regional accounting firms? If yes, we believe you would be an outstanding fit on our wealth management team.

Primary Responsibilities:

• Preparation and review of individual income tax returns including multi-state filings
• Preparation and review of gift, trust, partnership, corporation, and private foundation tax returns
• Preparation of quarterly income tax projections, estimated taxes and extensions
• Assist in various services to high-net-worth individuals, including mortgage applications, insurance matters, RMD analysis and cash flow projections
• Respond to tax notices and assist with tax audits
• Ability to research tax issues and apply practical tax analysis
• Prepare detailed, comprehensible workpapers
• Familiar with foreign tax filings including FBAR, PFICS, QEF elections etc.
• Other duties as assigned

Ideal Candidate Profile:

• Minimum requirements: Bachelor’s degree in Accounting and CPA or Enrolled Agent
• 3+ years of income tax preparation and review experience for high-net-worth individuals
• Proficient with Proseries, BNA Income Tax Planner, QuickBooks, online tax research software and Microsoft Office
• Advanced analytical and tax technical skills
• Must be extremely organized and detail oriented with the ability to manage workflow, multiple priorities and meet deadlines
• Must be able to work weekends during “busy” season
• Strong verbal and written communication skills – you must clearly communicate with the internal team at all levels and with clients
• Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task
• Must accept and thrive in a fast-paced, challenging environment

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