Wealth Management Co-Op Associate

Cerity Partners•Elizabethtown, KY

1d•Onsite

About The Position

Cerity Partners is seeking a team player with a positive attitude and the highest level of personal integrity to join their tax team as a Co-Op Seasonal Associate. This is a paid program, approximately 10 hours per week, designed to provide students with an opportunity to enhance their formal education with hands-on, career-related experience. 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. Cerity Partners is one of the nation’s leading independent financial advisory firms, serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from offices across the country. The firm's in-house experts, including tax advisors, financial planners, investment professionals, and retirement plan consultants, are committed to providing objective financial advice and oversight. Cerity Partners emphasizes a long-term approach to wealth management and to its people, seeking experienced and credentialed colleagues. The firm manages over $100 billion in assets and is recognized as a Barron’s Top 100 RIA firm. The company attributes its accelerated growth to its teams of helpful, knowledgeable, sincere experts located throughout the U.S., who work together to find diverse solutions for diverse financial needs. Cerity Partners is an Equal Opportunity Employer committed to providing an inclusive and diverse workforce and environment.

Requirements

Currently enrolled as a student
Authorized to work for any employer in the U.S.

Responsibilities

Assist in the preparation of federal, state, and local individual and business income tax returns
Create work papers that effectively tell the story of how projects were prepared
Research and analyze a wide range of tax issues