Tax Accountant Associate

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client relationships through the preparation of Business, Individual, and Fiduciary tax returns and providing guidance on a variety of tax issues for clients, including tax planning and projections. 

•  We are proud of our unique approach to public accounting, which sets us apart from traditional firms: 

•  We do not track billable hours. This allows you to focus on providing the best possible service to your clients, without worrying about how long it takes. 

• Enjoy competitive wages, updated facilities, and excellent benefits, including flexible paid time off (PTO), group and individual volunteer opportunities, and flexible work environments to encourage work-life balance. 

• We encourage you to be a lifelong learner and to expand your knowledge of tax law and other financial planning topics. That is why we provide organized and pre-paid continuing education, tuition assistance benefits, and reimbursement for credentialing. 

• We stress the importance of everyone’s role on the team - we value a collaborative and supportive work environment. 

• Your career journey matters! We encourage internal moves if our company culture resonates with you. 

• We are a technology-forward company, using it to create smarter, more streamlined solutions. 

Primary Responsibilities:  

•  Prepare Individual, Business tax, non-profit, gift, and trust tax returns 

• Prepare tax projections, assessing multiple alternatives 

• Create workpapers that effectively tell the story of how projects were prepared 

• Research and analyze a wide range of tax issues 

• Assist with client communication: request data, field questions, participate in client meetings 

• Assisting with any special projects related to servicing and the requests of our clients. 

Required Qualifications:  

• 0-2 tax seasons in public accounting 

• Bachelor’s Degree with concentration in accounting or related field  

Skills & Competencies:  

• Client-centric mindset 

• Identify with Cerity Partners Mission and demonstrate our Core Values 

• Strong collaboration, interpersonal and communication skills 

• Keen, consistent attention to detail 

• Proficient at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred 

• Able to solve issues independently, analytically, both proactively and reactively 

• Effective at managing various projects and taking them to completion by firm deadlines 

• Adaptable to evolving processes 

• Experience working with LLMs preferred 

Compensation Range: 

 60,000 – 70,000 

Why Cerity Partners: 

 Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: 

•  Health, dental, and vision insurance – day 1! 

• 401(k) savings and investment plan options with 4% match 

• Flexible PTO policy 

• Parental Leave 

• Financial assistance for advanced education and professional designations 

• Opportunity to give back time to local communities 

• Commuter benefits