Senior Tax Associate

Cerity Partners Management LLC; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Unlimited PTO

Paid parental leave

Financial assistance for education

Job summary

Cerity Partners Management LLC is seeking a detail-oriented Senior Tax Associate for its Cincinnati office. This role involves preparing and reviewing complex individual and entity tax returns while delivering exceptional service to high-net-worth clients.

The ideal candidate will have 3-5 years of relevant experience, a Bachelor’s in Finance or Accounting, and proficiency in UltraTax software. Benefits include health insurance from day one, 401(k) matching, and unlimited PTO.

Qualifications

• 3-5 years of work experience in financial industry, tax and/or related field.
• Proficiency in UltraTax tax preparation software strongly preferred.
• Strong verbal and written communication skills.

Responsibilities

• Prepare and review complex Federal and state income tax returns.
• Assist in the preparation of 1099s and other year-end related calculations.
• Answer client questions and respond to client inquiries.

Skills

Attention to detail

Problem-solving skills

Communication skills

Organizational skills

Interpersonal skills

Education

Bachelor’s Degree in Finance or Accounting

Tools

UltraTax

SurePrep

Fixed Assets CS

Job description

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns, thrives in the fast pace of tax season, and values delivering exceptional service to high‑net‑worth clients? If so, you may be a great fit for our Raleigh Tax team. We are seeking a detail‑oriented Senior Tax Associate who takes pride in producing accurate, high‑quality work and serving as a trusted resource for both clients and team members. This role will serve as a tax return signer and is ideal for a collaborative professional with strong technical expertise, excellent communication skills, and a positive, team‑oriented approach.

Primary Responsibilities

• Support tax team on client matters, including:
• Prepare and review complex Federal and state income tax returns for high‑net‑worth individuals, which could include Individual, Business, Estate and Gift Tax returns
• Assist in the preparation of 1099s and other year‑end related benefits calculations
• Prepare and review quarterly tax projections
• Support tax team with coordination of document needs
• Answer client questions and respond to client inquiries, providing superior service and ensuring successful resolution of any client need
• Other tasks as needed

Required Qualifications

• Bachelor’s Degree required. (Finance or Accounting majors preferred)
• Proficiency in UltraTax tax preparation software strongly preferred
• 3-5 years of work 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

• CPA or EA candidate preferred
• 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

Benefits

• 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

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 [e-mail].