Tax Family Office- Senior Associate

Cerity Partners•New York City, NY

About The Position

The Senior Associate will join Cerity Partners’ wealth management team in its New York office, providing tax, financial administration, and business management services to high-net-worth clients. The role includes preparing and reviewing personal, business, and fiduciary income tax returns, tax projections and planning materials, and client financial reports. It also involves client contact, oversight of bookkeeping work, responding to tax notices and audit support, forensic accounting for matrimonial actions, and managing the business aspects of client relationships.

Requirements

Extensive knowledge of income tax planning, financial planning, and financial administration.
Bachelor’s degree in Accounting.
Five to seven years of high-net-worth tax experience with a CPA firm or wealth management firm.
Extensive experience preparing and reviewing individual income tax returns, with an emphasis on taxation of high-net-worth individuals.
Proficiency with CCH Axcess Tax and QuickBooks Desktop and Online.
Ability to manage professionals and workflow, multitask, and meet deadlines.
Excellent oral and written communication skills.
Strong organizational skills and attention to detail.
Professionalism, dependability, integrity, and trustworthiness, combined with a team mentality.
Applicants must be authorized to work for any employer in the U.S.

Nice To Haves

Master’s degree in Tax.
CPA license.
Certified Financial Planner (CFP) designation.

Responsibilities

Prepare and review personal, business, and fiduciary income tax returns, including multistate filings.
Prepare and review tax projections for planning, estimated taxes, and other tax-planning needs.
Respond to tax notices and assist with tax audits.
Conduct tax research and complete special projects.
Review payroll tax returns and other information tax-return filings.
Perform forensic accounting and other financial work for matrimonial actions.
Provide business management, financial administration, and financial concierge services to multiple clients.
Interact directly with clients and supervise and review bookkeeping services, including general ledger postings, payroll, bank reconciliations, write-ups, and preparation of financial statements.
Review client-specific reports, including financial statements, budgets, cash flow and spending reports, and financial plans.
Develop and maintain superior client relationships.
Interact with other members of clients’ wealth management teams.
Manage business aspects of client relationships, including billing, collections, and profitability.