Tax Associate: Returns, Planning & Compliance

Cerity Partners; El Segundo (CA); On-site; USD 72,000 - 82,000; Full time

Benefits offered by this job

Health, dental, and vision insurance – day 1!

401(k) with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Commuter benefits

Job summary

Cerity Partners, located in El Segundo, California, is seeking a detail-oriented Tax Associate to provide tax preparation and compliance services to high-net-worth individuals and business clients. The ideal candidate needs 1–3 years of experience and a Bachelor's degree in Accounting or Finance.

In this role, you'll prepare various tax returns, assist with tax calculations, and ensure compliance with federal and state regulations. A strong work ethic and problem-solving skills are essential. The position offers a competitive salary and comprehensive benefits.

Qualifications

• 1–3 years of experience in tax return preparation or a related financial/accounting field.
• Knowledge of federal, state, and local tax laws, especially as they relate to individuals and business entities.
• Understanding of Generally Accepted Accounting Principles (GAAP) and strong financial analysis skills.

Responsibilities

• Prepare federal, state, and local tax returns for individuals and businesses.
• Assist with estimated tax calculations and tax planning projects.
• Research tax issues as necessary to address client-specific situations.

Skills

Attention to detail

Problem-solving skills

Communication skills

Organizational skills

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

CCH Axcess

UltraTax

Microsoft Excel

Microsoft Word

QuickBooks Online

Job description

Cerity Partners, located in El Segundo, California, is seeking a detail-oriented Tax Associate to provide tax preparation and compliance services to high-net-worth individuals and business clients. The ideal candidate needs 1–3 years of experience and a Bachelor's degree in Accounting or Finance.

In this role, you'll prepare various tax returns, assist with tax calculations, and ensure compliance with federal and state regulations. A strong work ethic and problem-solving skills are essential. The position offers a competitive salary and comprehensive benefits.