Tax Associate

Cerity Partners is seeking a detail-oriented Tax Associate to join their 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, ensuring accurate and efficient tax returns.

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

Skills

• Bachelor's degree in Accounting, Finance, or a related field
• 1–3 years of 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
• 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

Benefits

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Company Overview

Company H1B Sponsorship