Senior Tax Associate- Business Owners Taxation page is loaded
Senior Tax Associate- Business Owners Taxation
Apply locations Louisville, KY Elizabethtown, KY time type Full time posted on Posted Yesterday job requisition id R153We are seeking a team player with a positive attitude and the highest level of personal integrity to join our taxteam as aSenior Tax Associate.In this role, you are responsible for playing a key role in client engagements by establishing a personal and direct working relationship with clients.
Benefits & Perks
We are proud of our unique approach to public accounting, which sets us apart from traditional firms:
We do not track billable hours, allowing 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. We provide organized and pre-paid continuing education,and advancement opportunities.
Your career journey matters! You have the power to pursue a new internal career path as your interests and passions evolve.
We are a technology-forward company, using it to create smarter, more streamlined solutions.
Primary Responsibilities
Prepare and Review complex Individual and Business tax returns and projections for local and nationwide business owners and high net worth clients.
Collaborate with tax, business advisory team, and financial advisors to create integrated planning opportunities for small to medium size business owners and high net worth 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.
Assisting with the creation of presentations discussing tax planning opportunities for clients.
Analyzing various business structures and their tax implications to help provide comprehensive tax services.
Ideal Candidate Profile
Bachelors Degree with concentration in accounting or related field -required
3+ tax seasons in public accounting -required
Experience using Thomson Reuters CS Professional Suite (UltraTax) - preferred
Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred
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
Effective at managing various projects and taking them to completion by firm deadlines
Adaptable to evolving processes
Client-centric mindset
Familiarity with basic accounting principles, financial statements, and bookkeeping methods
The ability to clearly explain complex tax concepts to clients and communicate effectively with tax authorities
The capacity to analyze financial situations, identify potential issues, and develop solutions.
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.
Why work here?
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.