Senior Tax Associate - High Net Worth Family Office

Cerity Partners Management LLC; United States; On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401(k) savings with 4% match

Flexible PTO

Parental Leave

Education assistance

Community involvement

Commuter benefits

Job summary

Cerity Partners is seeking a Senior Associate in New York to prepare and review high net worth tax returns, projections, and planning while handling client relationships and wealth-management support services. The role includes supervision of bookkeeping, payroll, financial reporting and audits as part of a holistic client service model.

The position requires 5–7 years of tax experience with CPA/wealth-management background, strong communication, and proficiency in CCH Axcess Tax and QuickBooks.

Qualifications

• Extensive knowledge of income tax planning, financial planning and financial administration.
• Bachelor’s degree in Accounting, Masters in Tax a plus CPA license preferred, CFP desirable
• 5 – 7 years of High Net Worth tax experience with CPA firm or wealth management firm
• Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals
• Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)
• Ability to manage professionals, workflow, to multitask and meet deadlines
• Excellent oral and written communication skills, strong organizational skills and attention to detail
• Professionalism, dependability, integrity and trustworthiness combined with a team mentality

Responsibilities

• Preparation and review of personal, business and fiduciary income tax returns including multi-state filings
• Preparation and review of tax projections for planning and estimated taxes and other tax planning
• Respond to tax notices and assist with tax audits
• Tax research and special projects
• Review of payroll tax returns and other information tax return filings
• Forensic accounting and other financial work for matrimonial actions
• Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements
• Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans
• Responsible for developing and maintaining superior client relationships
• Interaction with other members of a client’s wealth management team
• Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability

Skills

Income tax planning

Financial planning

Client relationship management

Education

Bachelor’s degree in Accounting

Masters in Tax

CPA license

CFP desirable

Tools

CCH Axcess Tax

QuickBooks

Job description

Cerity Partners is seeking a Senior Associate in New York to prepare and review high net worth tax returns, projections, and planning while handling client relationships and wealth-management support services. The role includes supervision of bookkeeping, payroll, financial reporting and audits as part of a holistic client service model.

The position requires 5–7 years of tax experience with CPA/wealth-management background, strong communication, and proficiency in CCH Axcess Tax and QuickBooks.