Tax Administrative Associate

Cerity Partners LLC; Cincinnati (OH); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) plan with 4% match

Unlimited PTO

Paid parental leave

Job summary

Cerity Partners LLC is seeking a detail-oriented Tax Administrative Associate in Cincinnati, OH. This role focuses on preparing and reviewing complex Federal and state income tax returns for high-net-worth individuals, ensuring top-tier service and accuracy.

The ideal candidate will have a Bachelor's degree, proficiency in UltraTax, and strong interpersonal skills. Competitive benefits include health insurance from day one, a 401(k) plan, and unlimited PTO.

Qualifications

• Proficiency in UltraTax tax preparation software strongly preferred.
• 1-2 years of work experience in financial industry, tax and/or related field.
• Strong verbal and written communication skills.

Responsibilities

• Prepare and review complex Federal and state income tax returns for high-net-worth individuals.
• Assist in the preparation of 1099s and other year-end related benefits calculations.
• Support tax team with coordination of document needs and document management.

Skills

Attention to detail

Problem-solving

Communication skills

Organizational skills

Education

Bachelor’s Degree in Finance or Accounting

Tools

UltraTax

SurePrep

Job description

## Tax Administrative AssociateApplyremote type: Onsitelocations: Cincinnati, OHtime type: Full timeposted on: Posted 10 Days Agojob requisition id: R681Are 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 ensure 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 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:* SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus* 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.**Why Cerity Partners:**Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:Health, dental, and vision insurance – day 1!401(k) savings and investment plan options with 4% matchUnlimited PTOPaid parental leaveFinancial assistance for advanced education and professional designations*Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. 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.*