Senior Tax Associate- Business Owners Taxation

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Senior Tax Associate. In this role, you are responsible for playing a key role in client engagements by establishing a personal and direct working relationship with clients.   

We are proud of our unique approach to public accounting, which sets us apart from traditional firms:

• We do not track billable hours, allowing you to focus on providing the best possible service to your clients, without worrying about how long it takes.

• Enjoy competitive wages, updated facilities, and excellent benefits, including flexible paid time off (PTO), group and individual volunteer opportunities, and flexible work environments to encourage work-life balance.

• We encourage you to be a lifelong learner and to expand your knowledge of tax law and other financial planning topics. We provide organized and pre-paid continuing education, and advancement opportunities.

• Your career journey matters! You have the power to pursue a new internal career path as your interests and passions evolve.

• We are a technology-forward company, using it to create smarter, more streamlined solutions.

• Prepare and Review complex Individual and Business tax returns and projections for local and nationwide business owners and high net worth clients.

• Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for small to medium size business owners and high net worth clients.

• Research, analyze, and resolve a wide range of tax issues.

• Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor.

• Assisting with the creation of presentations discussing tax planning opportunities for clients.

• Analyzing various business structures and their tax implications to help provide comprehensive tax services.

• Bachelor’s Degree with concentration in accounting or related field - required

• 3+ tax seasons in public accounting - required

• Experience using Thomson Reuters CS Professional Suite (UltraTax) - preferred

• Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred

• Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task

• Keen, consistent attention to detail

• Proven ability to independently analytically solve issues both proactively and reactively

• Effective at managing various projects and taking them to completion by firm deadlines

• Adaptable to evolving processes

• Client-centric mindset

• Familiarity with basic accounting principles, financial statements, and bookkeeping methods

• The ability to clearly explain complex tax concepts to clients and communicate effectively with tax authorities

• The capacity to analyze financial situations, identify potential issues, and develop solutions. 

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 careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.