Tax Administrative Associate

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

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.

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% match
• Unlimited PTO
• Paid parental leave
• Financial 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.