Tax Operations Associate
Cerity Partners•Raleigh, NC
•Onsite
About The Position
We are seeking a detail-oriented, highly organized professional who enjoys administrative and data-focused work, takes pride in accuracy, and thrives in a collaborative team environment. The ideal candidate brings a positive attitude, strong interpersonal skills, and the ability to build strong working relationships with both peers and internal stakeholders.
Requirements
- Bachelor’s Degree required. (Finance or Accounting majors preferred)
- Proficiency in UltraTax tax preparation software strongly preferred
- 1-2 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
- SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus
- Demonstrate strong and effective communication, organizational and time management skills.
- Ability to work in a team based/collaborative environment.
- Must accept and thrive in a fast-paced, changing environment.
- Adherence to all compliance policies & procedures.
- Demonstrate the Cerity Partners culture.
Responsibilities
- Support tax team on client matters, including: 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 and document management.
- Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
- Other tasks as needed
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Unlimited PTO
- Paid parental leave
- Financial assistance for advanced education and professional designations
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
