Senior Tax Associate, Wealth Management (Hybrid - NYC)

Cerity Partners; New York (NY); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Job summary

Cerity Partners in New York City is seeking a Senior Associate to join our wealth management tax team. In a hybrid NYC office, you will prepare and review personal, business and fiduciary returns, including multi-state filings, and develop tax projections for planning and estimated taxes.

You will respond to notices, perform tax research, support matrimonial and financial administration tasks, supervise bookkeeping for clients, and nurture strong client relationships while collaborating with the

Qualifications

• Extensive knowledge of income tax planning, financial planning and financial administration.
• Experience with high-net-worth individuals and multi-state filings.
• CPA firm or wealth-management background preferred.
• Ability to manage workflow and meet deadlines.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and review personal, business and fiduciary income tax returns including multi-state filings.
• Prepare tax projections for planning and estimated taxes.
• Respond to tax notices and assist with tax audits.
• Tax research and special projects.
• Review payroll tax returns and other filings.
• Forensic accounting and financial administration for matrimonial actions.
• Provide business management and financial administration services for multiple clients.
• Review client reports including budgets, cash flow and financial plans.
• Develop and maintain superior client relationships and collaborate with wealth management team.

Skills

Attention to detail

Tax planning

Client relationship management

Multitasking

Communication skills

Education

Bachelor's degree in Accounting

Masters in Tax

CPA license

CFP desirable

Tools

CCH Axcess Tax

QuickBooks (Desktop & Online)

Job description

Cerity Partners in New York City is seeking a Senior Associate to join our wealth management tax team. In a hybrid NYC office, you will prepare and review personal, business and fiduciary returns, including multi-state filings, and develop tax projections for planning and estimated taxes.

You will respond to notices, perform tax research, support matrimonial and financial administration tasks, supervise bookkeeping for clients, and nurture strong client relationships while collaborating with the