Tax Associate: High-Net-Worth Planning & Compliance

Cerity Partners Management LLC; El Segundo (CA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with match

Flexible PTO

Parental Leave

Education assistance

Commuter benefits

Job summary

Cerity Partners is seeking a Tax Associate with 2–4 years of experience to join our El Segundo team. You will prepare federal, state, and local returns for individuals and entities, assist with estimated tax projections, and support tax planning for high-net-worth clients.

The role emphasizes accurate workpapers, compliance, and attentive client service. CPA candidacy is preferred; proficiency with CCH Axcess and Excel is a plus. Equity to join our growing practice.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 2–4 years of tax return preparation, review, and compliance in a public accounting firm or similar environment.
• Knowledge of federal, state, and local tax laws related to individuals and business entities.
• GAAP understanding and ability to analyze complex financial statements.
• Strong attention to detail, problem-solving, and proactive time management.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare federal, state, and local tax returns for individuals and entities with high accuracy.
• Prepare extension calculations, estimated tax projections, and tax planning projects.
• Prepare and review quarterly tax projections.
• Assist with 1099s and year-end related calculations.
• Organize and review financial statements; prepare supporting tax workpapers.
• Complete accounting functions including reconciliations and journal entries.
• Maintain organized client documents and workpapers for review.
• Research tax issues and address client-specific situations.

Skills

Tax prep

Client service

Attention to detail

Time management

Teamwork

Education

Bachelor's degree in Accounting

Tools

CCH Axcess

SurePrep

Safe Send

Excel

QuickBooks Online

Job description

Cerity Partners is seeking a Tax Associate with 2–4 years of experience to join our El Segundo team. You will prepare federal, state, and local returns for individuals and entities, assist with estimated tax projections, and support tax planning for high-net-worth clients.

The role emphasizes accurate workpapers, compliance, and attentive client service. CPA candidacy is preferred; proficiency with CCH Axcess and Excel is a plus. Equity to join our growing practice.