Tax Admin Seasonal Associate

Cerity Partners • Louisville, KY

7d

About The Position

Cerity Partners is seeking a team player with a positive attitude and strong personal integrity to join its tax team as a Tax Admin Seasonal Associate. This is a paid, part-time seasonal program running from January to mid-April, with 25–30 hours per week. The role supports tax administrators in organizing client source materials and assembling tax return deliverables at a nationally recognized registered investment advisory. The position is suited to someone interested in seasonal work in the financial industry.

The associate will receive hands-on experience and training, with exposure to senior leadership and decision-makers and the opportunity to strengthen wealth management and financial planning skills. Cerity Partners describes its culture as collaborative, supportive, curious, and focused on excellence, and is committed to an inclusive workplace and equal opportunity. Applicants must be authorized to work for any U.S. employer; accommodations are available to applicants with disabilities or special needs.

Requirements

• Proficiency in Microsoft Office and Adobe applications.
• Active participation in campus organizations, preferably in a leadership role, and/or professional work experience.
• Identify with Cerity Partners’ mission and demonstrate its core values.
• Strong collaboration, interpersonal, and communication skills.
• Keen and consistent attention to detail.
• Ability to maintain confidentiality.
• Authorization to work for any employer in the United States.

Nice To Haves

• Participation in campus organizations, preferably in a leadership role, and/or professional work experience.

Responsibilities

• Assist with building, organizing, scanning, and preparing client source files for use in the tax preparation process.
• Use GoFileRoom, Engagement Manager, and Adobe Acrobat to organize and generate electronic client data.
• Assist Tax Administrators in assembling client tax return deliverables.
• Perform other duties as requested by the Tax Advisor and Tax Administrators.

Benefits

• Competitive wages.
• Flexible work schedules.
• Updated facilities.
• Collaborative and supportive work environment.
• Encouragement of internal career moves.
• Direct exposure to senior leadership and decision-makers.
• Hands-on training to build and strengthen wealth management and financial planning skills.
• Experience in a culture that values collaboration, curiosity, and excellence.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed