Tax Associate - High-Net-Worth & Projections

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

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.