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Tax Associate

Employer
Cerity Partners
Location
Chicago, Illinois (US)
Salary
Commensurate with skill set
Closing date
Jul 24, 2022

View more

Job Role
Accountant
Sector
Finance
Contract Type
Permanent
Hours
Full Time

Are you a tax professional that enjoys the challenge of sophisticated tax returns, the pressure of tax season, and the joy when it is all completed?  Do you appreciate that great tax advice and service is incredibly valuable to many high-net-worth clients?  If yes, you would be a great fit as a member of our team.

Primary Responsibilities:

Your responsibilities would include: 

  • Support Partner/Senior Advisor on client matters, including:
    • Prepare financial exhibits and analysis – such as net worth statements, cash flow statements, estate tax forecasts, balance sheets, flow charts, asset allocations, and portfolio analysis
    • Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include individual (with many K-1’s from MLP’s and alternative investments), LLC’s, Business Entities, and Gift Tax
    • Coordinate client meetings including preparation of meeting materials; notifying and distributing agenda and implementing post-meeting action items
    • Determine service requirements and manage daily client activities applying problem-solving strategies
    • Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
    • Assist planning and investment team members and practice leaders with income tax research, technical advice and support on tax related matters

 

Ideal Candidate Profile – “Our Casting Call!"

  • Bachelor’s Degree required. (Finance or Accounting majors preferred) 
  • Proficiency in CCH Axcess 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
  • General proficiency in financial modeling is strongly preferred
  • Advanced analytical and tax technical skills
  • CPA or CFP candidate preferred

 

Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.  Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

 

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.  Our culture allows us to deliver this mission.  We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:

  • You understand the need to provide a world-class customer experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

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