Tax Accountant Associate

Position Summary:   

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client relationships through the preparation of Business, Individual, and Fiduciary tax returns and providing guidance on a variety of tax issues for clients, including tax planning and projections. 

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

•  We do not track billable hours. This allows 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. That is why we provide organized and pre-paid continuing education, tuition assistance benefits, and reimbursement for credentialing. 

• We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment. 

• Your career journey matters! We encourage internal moves if our company culture resonates with you. 

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

Primary Responsibilities:  

•  Prepare Individual, Business tax, non-profit, gift, and trust tax returns 

• Prepare tax projections, assessing multiple alternatives 

• Create workpapers that effectively tell the story of how projects were prepared 

• Research and analyze a wide range of tax issues 

• Assist with client communication: request data, field questions, participate in client meetings 

• Assisting with any special projects related to servicing and the requests of our clients. 

Required Qualifications:

• 0-2 tax seasons in public accounting 

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

Skills & Competencies:  

• Client-centric mindset 

• Identify with Cerity Partners Mission and demonstrate our Core Values 

• Strong collaboration, interpersonal and communication skills 

• Keen, consistent attention to detail 

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

• Able to solve issues independently, analytically, both proactively and reactively 

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

• Adaptable to evolving processes 

• Experience working with LLMs preferred 

Compensation Range: 

 60,000 – 70,000 

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