Tax Administrative 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 – 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

Job summary

Cerity Partners Management LLC in Cincinnati is seeking a detail-oriented tax professional to join their Tax team. The ideal candidate will prepare and review complex tax returns for high-net-worth clients and assist with various tax-related tasks.

This role requires a Bachelor's Degree, preferably in Finance or Accounting, along with proficiency in UltraTax. The position offers extensive benefits, including health insurance from day one, 401(k) matching, and unlimited PTO.

Qualifications

• 1-2 years of work experience in the financial industry, tax, and/or related field.
• Proficiency in UltraTax tax preparation software strongly preferred.
• Demonstrate adherence to compliance policies & procedures.

Responsibilities

• Prepare and review complex Federal and state income tax returns for high-net-worth individuals.
• Support tax team with coordination of document needs and document management.
• Answer client questions and provide superior service.

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

Job Overview

Are you a tax professional who enjoys the challenge of sophisticated tax returns, the pace of tax season, and the satisfaction that comes when it all comes together? Do you appreciate that great tax advice and service are incredibly valuable to high‑net‑worth clients? If so, you may be a great fit for our Cincinnati Tax team. We are seeking a detail-oriented, highly organized professional who enjoys administrative and data-focused work, takes pride in accuracy, and thrives in a collaborative team environment. The ideal candidate brings a positive attitude, strong interpersonal skills, and the ability to build strong working relationships with both peers and internal stakeholders.

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 and document management
• 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
• 1‑2 years of work experience in the 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

• Experience with SurePrep, UltraTax, Fixed Assets CS and tax research

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

Equal Opportunity Employer

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 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.