Tax Family Office- Senior Associate

Cerity Partners; New York (NY); Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO

Job summary

Cerity Partners in New York City is seeking a Senior Associate to join our wealth management tax team. In a hybrid NYC office, you will prepare and review personal, business and fiduciary returns, including multi-state filings, and develop tax projections for planning and estimated taxes.

You will respond to notices, perform tax research, support matrimonial and financial administration tasks, supervise bookkeeping for clients, and nurture strong client relationships while collaborating with the

Qualifications

• Extensive knowledge of income tax planning, financial planning and financial administration.
• Experience with high-net-worth individuals and multi-state filings.
• CPA firm or wealth-management background preferred.
• Ability to manage workflow and meet deadlines.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare and review personal, business and fiduciary income tax returns including multi-state filings.
• Prepare tax projections for planning and estimated taxes.
• Respond to tax notices and assist with tax audits.
• Tax research and special projects.
• Review payroll tax returns and other filings.
• Forensic accounting and financial administration for matrimonial actions.
• Provide business management and financial administration services for multiple clients.
• Review client reports including budgets, cash flow and financial plans.
• Develop and maintain superior client relationships and collaborate with wealth management team.

Skills

Attention to detail

Tax planning

Client relationship management

Multitasking

Communication skills

Education

Bachelor's degree in Accounting

Masters in Tax

CPA license

CFP desirable

Tools

CCH Axcess Tax

QuickBooks (Desktop & Online)

Job description

## Tax Family Office- Senior AssociateApply: Hybrid: New York City, NY: Full time: Posted Today: R1000Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.**Primary Responsibilities**As a Senior Associate in our New York office, your responsibilities would include the following activities:* Preparation and review of personal, business and fiduciary income tax returns including multi-state filings* Preparation and review of tax projections for planning and estimated taxes and other tax planning* Respond to tax notices and assist with tax audits* Tax research and special projects* Review of payroll tax returns and other information tax return filings* Forensic accounting and other financial work for matrimonial actions* Provide business management/financial administration/financial concierge services for multiple clients - this includes direct contact with clients as well as supervision and review of bookkeeping services such as general ledger postings, payroll, bank reconciliations, write-ups and preparation of financial statements)* Review client specific reports including financial statements, budgets, cash flow and spending reports, as well as financial plans* Responsible for developing and maintaining superior client relationships* Interaction with other members of a client’s wealth management team* Responsible for all business aspects of client relationships including billing, collecting and maintaining profitability**Required Qualifications:** * Extensive knowledge of income tax planning, financial planning and financial administration* Bachelor’s degree in Accounting, Masters in Tax a plus* CPA license preferred, CFP desirable* 5 – 7 years of High Net Worth tax experience with CPA firm or wealth management firm* Extensive experience with preparation and review of individual income tax returns with an emphasis on the taxation of high net worth individuals* Proficiency with CCH Axcess Tax and QuickBooks (Desktop and Online versions)* Ability to manage professionals, workflow, to multitask and meet deadlines* Excellent oral and written communication skills, strong organizational skills and attention to detail* Professionalism, dependability, integrity and trustworthiness combined with a team mentality**Compensation Range:**$120,000-$140,000**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* Flexible PTO policy* Parental Leave* Financial assistance for advanced education and professional designations* Opportunity to give back time to local communities* Commuter benefits*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.*