Tax Admin Seasonal Associate

Cerity Partners Management LLC; Louisville (KY); Sur place; USD 21 000 - 30 000; Temps partiel

Avantages offerts par ce poste

Flexible schedules

Hands-on training

Updated facilities

Résumé du poste

Cerity Partners seeks a Tax Administrator Seasonal Associate to join our tax team in a part-time paid program (25-30 hours per week, January to mid-April). This role offers exposure to a leading national RIA, with hands-on training and a collaborative culture.

You will assist with organizing client source files, using GoFileRoom, Engagement Manager, and Adobe Acrobat to prepare tax deliverables while maintaining confidentiality and accuracy. Apply at [e-mail].

Qualifications

• Be proficient in Microsoft Office and Adobe Applications.
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience.
• Identify with Cerity Partners’ mission and demonstrate our core values.
• Strong collaboration, interpersonal and communication skills.
• Keen, consistent attention to detail.
• Ability to maintain confidentiality.

Responsabilités

• Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process.
• Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data.
• Assist Tax Administrators in assembly of client tax return deliverables.
• Other duties as requested by Tax Advisor and Tax Administrators.

Connaissances

Collaboration

Communication

Detail-oriented

Confidentiality

Outils

Microsoft Office

Adobe Applications

GoFileRoom

Engagement Manager

Adobe Acrobat

Description du poste

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Administrator Seasonal Associate. This is a paid program (25-30 hours per week January to Mid-April). This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Benefits & Perks:

We are proud of our unique approach to public accounting, which sets us apart from traditional firms: Enjoy competitive wages, flexible work schedules, and updated facilities. We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment. Your career journey matters! We encourage internal moves if our company culture resonates with you. We are a technology-forward company, using it to create smarter, more streamlined solutions.

Primary Responsibilities:

• Assist with building, organizing, scanning, and preparing client source file for use in tax preparation process
• Utilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client data
• Assist Tax Administrators in assembly of client tax return deliverables
• Other duties as requested by Tax Advisor and Tax Administrators

Required Qualifications:

• Be proficient in Microsoft Office and Adobe Applications
• Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
• Identify with Cerity Partner’s mission and demonstrate our core values
• Strong collaboration, interpersonal and communication skills
• Keen, consistent attention to detail
• Ability to maintain confidentiality

Why Cerity Partners:

• Direct exposure to senior leadership and decision-makers.
• The opportunity to work at one of the fastest-growing RIAs in America.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience within a culture that values collaboration, curiosity, and excellence.

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].

Applicants must be authorized to work for any employer in the U.S.

Cerity Partners is one of the nation’s leading independent financial advisory firms.

We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country.

Our in-house specialists of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing financial advice & oversight.

At Cerity Partners, we believe in the long view.

We work with clients who appreciate our comprehensive and sustained approach to wealth management.

We don’t just look for short-term gains, we seek long-term growth.

We have the same approach to our people.

We look for experienced and credentialed wealth management colleagues who can keep pace with us.

We manage over $190 billion in assets under management for our clients.

We are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more.

The driving factor of our accelerated growth is our people.

Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: Finding diverse solutions to suit diverse financial needs.