Senior Tax Associate

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns, thrives in the fast pace of tax season, and values delivering exceptional service to high-net-worth clients? If so, you may be a great fit for our Raleigh Tax team.

We are seeking a detail-oriented Senior Tax Associate who takes pride in producing accurate, high-quality work and serving as a trusted resource for both clients and team members. This role will serve as a tax return signer and is ideal for a collaborative professional with strong technical expertise, excellent communication skills, and a positive, team-oriented approach.

Candidates with an active CPA or EA designation are encouraged to apply.

Primary 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
• Answer client questions and respond to client inquiries, providing superior service and ensure successful resolution of any client need
• Other tasks as needed

Required Qualifications

• Bachelor’s Degree required. (Finance or Accounting majors preferred)
• Proficiency in UltraTax 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

Preferred Qualifications

CPA or EA candidate preferred SurePrep, UltraTax, Fixed Assets CS and tax research experience a plus Skills & Competencies: 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.

Physical Requirements

Prolonged periods sitting at a desk and working on a computer. Must be able to lift up to 15 pounds at times.

Compensation

Range: $75,000- $85,000 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 Unlimited PTO Paid parental leave Financial assistance for advanced education and professional designations Cerity Partners is committed to providing an environment where all individuals can be their authentic selves.

We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S. Ultimately, outstanding service is about people and relationships. Our people are the nucleus of Cerity Partners.

You bring unique expertise, commitment, and knowledge to the firm. By working together, we achieve our mission to positively impact the financial well-being of our clients, colleagues, and communities.

Our services span wealth management, tax, trust, and family office, as well as workplace solutions, retirement plan consulting, corporate venture capital, institutional consulting, and outsourced investment office (OCIO) solutions. That breadth means career paths across many disciplines. Our people drive our success by working together to deliver exceptional service to our clients.

Introduce yourself to our Talent Acquisition Team and we'll be in touch if there's a role that seems like a good match for your skill set. Cerity Partners is one of the nation’s leading independent financial firms. We serve high-net-worth individuals and their families, businesses and their employees, and institutions and nonprofit organizations from our offices across the country.

At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach. We don’t just look for short-term gains, we seek long-term growth. We have the same approach to our people. We look for experienced and credentialed colleagues across every discipline who can keep pace with us.

We manage over $190 billion in assets for our clients, and we are routinely recognized as a Top RIA Firm by Barron’s Advisor, Newsweek, USA Today, and more. The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of specialists who are helpful, knowledgeable, sincere, and have the perseverance and capability to go the extra mile for our clients.

We consider our firm a community that works together to serve one common goal: finding diverse solutions to suit diverse financial needs.