Senior Tax Associate

Cerity Partners•Cincinnati, OH

2d•Onsite

About The Position

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high-quality work and serving as a trusted resource for both clients and team members. This role will serve as a tax return signer and is ideal for a collaborative professional with strong technical expertise, excellent communication skills, and a positive, team-oriented approach. Candidates with an active CPA or EA designation are encouraged to apply.

Requirements

Bachelor’s Degree required. (Finance or Accounting majors preferred)
Proficiency in UltraTax tax preparation software strongly preferred
3-5 years of work experience in financial industry, tax and/or related field
Strong attention to detail, exceptional problem-solving skills and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
Strong verbal and written communication skills, professional presentation, and organizational skills.
Evidence of excellent interpersonal skills in dealing with staff and clients
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

CPA or EA candidate preferred
SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus

Responsibilities

Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include Individual, Business, Estate and Gift Tax returns
Assist in the preparation of 1099s and other year-end related benefits calculations
Prepare and review quarterly tax projections
Support tax team with coordination of document needs
Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
Other tasks as needed