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 Wealth Management team.
Primary Responsibilities
- 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-1s from MLPs and alternative investments), LLCs, 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
Required Qualifications:
- Bachelors Degree required. (Finance or Accounting majors preferred)
- 2+ 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, EA or CFP candidate preferred
- Proficiency inCCH Axcess tax preparation softwarestrongly preferred,
- 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
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
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
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 Applicants must be authorized to work for any employer in the U.S.
Ultimately, outstanding wealth management is about people and relationships. Our people are the nucleus of Cerity Partners. Each colleague brings unique expertise, commitment and knowledge to the firm and it is by working together that we achieve our mission to have a positive impact on the financial well-being of our clients, colleagues and communities. Our people drive our success by working together to deliver exceptional service to our clients. We truly care about what we do.
Get In Touch
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.
About Us
Cerity Partners is one of the nations leading independent financial advisory firms. We serve high-net-worth individuals & their families, businesses, & their employees, and nonprofit organizations from our offices across the country. Our in-house experts of tax advisors, financial planners, investment professionals, & retirement plan consultants are passionate about and committed to providing objective financial advice & oversight.
At Cerity Partners, we believe in the long view. We work with clients who appreciate our comprehensive and sustained approach to wealth management. We dont 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 wealth management colleagues who can keep pace with us. We manage over $100 billion assets for our clients and we are routinely recognized as a Barrons Top 100 RIA firms in the nation.
The driving factor of our accelerated growth is our people. Located throughout the U.S., our teams consist of experts 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.