Seasonal Tax Admin Associate - Flexible Hours & Growth

Cerity Partners; Louisville (KY); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Competitive wages

Flexible schedules

Updated facilities

Supportive team culture

Job summary

Cerity Partners is seeking a team player to join our tax team as a Tax Administrator Seasonal Associate in Louisville, KY. This paid program runs January through mid-April at 25–30 hours per week, ideal for someone seeking seasonal, part-time work in a nationally recognized RIAs.

You will assist with client source file prep, use GoFileRoom, Engagement Manager and Adobe Acrobat to organize data, and support Tax Advisors in assembling deliverables.

Qualifications

• Proficient in Microsoft Office and Adobe Applications.
• Demonstrates collaboration and communication skills.
• Able to maintain confidentiality and attention to detail.

Responsibilities

• Assist with building, organizing, scanning, and preparing client source files for tax preparation.
• Utilize GoFileRoom, Engagement Manager, and Adobe Acrobat to organize and generate client data.
• Assist Tax Administrators in assembling client tax return deliverables.
• Other duties as requested by Tax Advisor and Tax Administrators.

Skills

Microsoft Office

Adobe Acrobat

Communication

Confidentiality

Team collaboration

Tools

GoFileRoom

Engagement Manager

Job description

Cerity Partners is seeking a team player to join our tax team as a Tax Administrator Seasonal Associate in Louisville, KY. This paid program runs January through mid-April at 25–30 hours per week, ideal for someone seeking seasonal, part-time work in a nationally recognized RIAs.

You will assist with client source file prep, use GoFileRoom, Engagement Manager and Adobe Acrobat to organize data, and support Tax Advisors in assembling deliverables.