Seasonal Tax Associate

Cerity Partners•Louisville, KY

2d•Hybrid

About The Position

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Seasonal Tax Associate. This role is also ideal for someone looking for a part-time seasonal position in the financial industry at a nationally recognized registered investment advisory.

Requirements

Be proficient in Microsoft Office and Adobe Applications
Actively participating in campus organizations, preferably within a leadership role, and/or professional work experience
Identify with Cerity Partner’s mission and demonstrate our core values
Strong collaboration, interpersonal and communication skills
Keen, consistent attention to detail
Ability to maintain confidentiality
Applicants must be authorized to work for any employer in the U.S.

Responsibilities

Retrieve, Scan and organize tax documents received by clients into our system
Initial set up of tax projects for our colleagues
Confirm and review documents scanned with SurePrep 1040Scan application
Assist in the preparation of federal, state, and local individual and business income tax returns
Create workpapers that effectively tell the story of how projects were prepared
Research and analyze a wide range of tax issues
Shadow and participate in various types of client presentations
Shadow and assist Financial Advisors with preparation of financial documents and performance reports
Work with a team virtually to create a financial planning project or other projects
Other duties as assigned.