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| Date Posted | July 13, 2023 |
|---|---|
| Industry | Tax |
| Job Status | Full-time |
| Salary | Not Specified |
Description:
We are proud of our approach to public accounting and believe it sets us apart from traditional firms:
- We do NOT track billable time, as we want our team to focus on the quality of service for our clients over everything else.
- We PROMOTE autonomy and do not micro-manage
- We have a BUILT-IN business development funnel
Senior Tax Accountants are responsible for playing a key role in client engagements by establishing a personal and direct working relationship with clients. They review and sign Business, Individual, and/or Fiduciary tax returns. They will provide guidance on a variety of tax issues for clients, including tax planning and projections and will engage, maintain, and improve client relationships.
We stress the importance of everyone’s role on the team – we each have an important role to play that requires different levels of responsibility. We work in cross-functional teams that focus on our clients’ comprehensive financial position throughout the year, providing the opportunity to build relationships with both clients and advisors throughout the firm.
Primary Responsibilities:
- Prepare and Review complex Individual and Business tax returns and projections for local and nationwide high net worth clients
- Collaborate with advisors from all service lines Cerity Partners LLC offers to create integrated planning opportunities for clients
- Research, analyze, and resolve a wide range of tax issues
- Communicate with clients to request data, respond to questions, and participate in client meetings as a support role for the lead advisor
Ideal Candidate Profile – “Our Casting Call!”
- Bachelor’s Degree with concentration in accounting or related field required
- 3+ tax seasons in public accounting required
- CPA or Enrolled Agent designation preferred
- Experience using Thomson Reuters CS Professional Suite (UltraTax) – preferred
- Master at Microsoft Excel, providing clear outputs for analysis and comprehension – preferred
- Must be able to work weekends during “busy” season
- Be a strong team player, providing superior service for all that we do, taking complete ownership of even the smallest task
- Keen, consistent attention to detail
- Proven ability to independently analytically solve issues both proactively and reactively
- Positive attitude, team player and professional appearance
- Effective at managing various projects and taking them to completion by firm deadlines
- Adaptable to evolving processes
- Client-centric mindset
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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