Tax Admin Associate: High-Net-Worth Returns Specialist

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

Benefits offered by this job

Health, dental, and vision insurance – day 1

401(k) savings plan with 4% match

Unlimited PTO

Paid parental leave

Financial assistance for education and professional designations

Job summary

Cerity Partners in Cincinnati is looking for a Tax Professional to join our team. In this role, you will prepare and review complex tax returns for high-net-worth individuals and assist with various client inquiries. A Bachelor's Degree in Finance or Accounting is required, along with proficiency in UltraTax.

We offer a competitive total rewards package, including health benefits from day one, a 401(k) with a match, and unlimited PTO. Join us and become part of a collaborative environment that values exceptional service.

Qualifications

• 1-2 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 year-end calculations.
• Support document management for the tax team.

Skills

Strong attention to detail

Exceptional problem-solving skills

Organizational skills

Effective communication

Interpersonal skills

Education

Bachelor’s Degree in Finance or Accounting

Tools

UltraTax

SurePrep

Fixed Assets CS

Job description

Cerity Partners in Cincinnati is looking for a Tax Professional to join our team. In this role, you will prepare and review complex tax returns for high-net-worth individuals and assist with various client inquiries. A Bachelor's Degree in Finance or Accounting is required, along with proficiency in UltraTax.

We offer a competitive total rewards package, including health benefits from day one, a 401(k) with a match, and unlimited PTO. Join us and become part of a collaborative environment that values exceptional service.