Cerity Partners
Tax Administrative Assistant
Cerity Partners is seeking an experienced and organized Tax Administrative Assistant to support the Tax Administrator.
About Us We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth in the real estate industry. As part of the Cerity Partners platform, we combine the resources and capabilities of a national firm with the personalized service and technical excellence our clients have trusted for decades.
We focus on complex, year-round engagements where we deliver significant value through Tax Planning and Compliance, Trusts & Estates, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services.
We operate as true fiduciary advisors—we don't accept commissions or referral fees, and we don't sell financial products. Our growth comes entirely through referrals from satisfied clients and their professional advisors.
The Professionals We Seek We’re looking for collaborative, intellectually curious individuals who bring integrity and professionalism to every client interaction. You’re self‑directed, proactive in developing solutions, and flexible enough to manage multiple priorities. “It’s not in my job description” isn’t part of your vocabulary. We believe great work happens when talented people have the flexibility and work‑life balance to perform at their best.
Position Summary The Tax Administrative Assistant provides essential clerical and administrative support to the Tax Administrator. This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons. The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency.
Primary Responsibilities
Tax Return Assembly
Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e‑file authorizations are included.
Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals.
Data Entry & Systems
Monitor various portals for signed consent forms (e.g., Lacerte E‑Signature Dashboard, Docusign, SafeSend).
Prepare and update client engagement letters and administrative correspondence.
Administrative Support
Support the Tax Department’s daily functions by performing essential administrative duties.
Manage documentation, assist with scheduling, organize electronic and physical files, and execute time‑sensitive ad hoc tasks as directed by the tax administrators.
Document Processing & Filing
Organize, scan, and electronically file client source documents (e.g., W‑2s, 1099s, bank statements) into the document management system.
Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies.
Required Qualifications
Education: Bachelor’s degree preferred; Associate’s degree with at least five years of working experience is acceptable.
Experience: 3–5 years in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting.
Technical Proficiency: Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management.
Communication: Excellent verbal and written communication skills for professional interaction with clients and staff.
Core Competencies: Highly organized, detail‑oriented, and capable of handling confidential information with integrity.
Preferred Qualifications
Familiarity with tax‑specific software (e.g., Lacerte, SafeSend, CCH software) is a plus.
Ability to work extended hours during peak tax season deadlines.
Compensation Range $40.00 per hour
Why Cerity Partners
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with a 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
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.
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About Us We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises, with particular depth in the real estate industry. As part of the Cerity Partners platform, we combine the resources and capabilities of a national firm with the personalized service and technical excellence our clients have trusted for decades.
We focus on complex, year-round engagements where we deliver significant value through Tax Planning and Compliance, Trusts & Estates, Accounting and Auditing, Entertainment and Business Management, and Business Advisory and Consulting Services.
We operate as true fiduciary advisors—we don't accept commissions or referral fees, and we don't sell financial products. Our growth comes entirely through referrals from satisfied clients and their professional advisors.
The Professionals We Seek We’re looking for collaborative, intellectually curious individuals who bring integrity and professionalism to every client interaction. You’re self‑directed, proactive in developing solutions, and flexible enough to manage multiple priorities. “It’s not in my job description” isn’t part of your vocabulary. We believe great work happens when talented people have the flexibility and work‑life balance to perform at their best.
Position Summary The Tax Administrative Assistant provides essential clerical and administrative support to the Tax Administrator. This position is responsible for managing the flow of client documents, assembling tax returns, maintaining incoming files, and ensuring the smooth operation of the office, particularly during the busy tax filing seasons. The assistant must handle confidential information with discretion and maintain a high level of accuracy and efficiency.
Primary Responsibilities
Tax Return Assembly
Assemble and process completed tax returns (federal, state, and local), including printing, binding, ensuring all signature pages and e‑file authorizations are included.
Coordinate the mailing and delivery of final tax packages to clients via mail, courier, or secure electronic portals.
Data Entry & Systems
Monitor various portals for signed consent forms (e.g., Lacerte E‑Signature Dashboard, Docusign, SafeSend).
Prepare and update client engagement letters and administrative correspondence.
Administrative Support
Support the Tax Department’s daily functions by performing essential administrative duties.
Manage documentation, assist with scheduling, organize electronic and physical files, and execute time‑sensitive ad hoc tasks as directed by the tax administrators.
Document Processing & Filing
Organize, scan, and electronically file client source documents (e.g., W‑2s, 1099s, bank statements) into the document management system.
Maintain and archive both physical and electronic client files, ensuring quick retrieval and adherence to retention policies.
Required Qualifications
Education: Bachelor’s degree preferred; Associate’s degree with at least five years of working experience is acceptable.
Experience: 3–5 years in an office, clerical, or administrative support role, preferably in tax/accounting or a professional service setting.
Technical Proficiency: Solid command of Microsoft Office Suite (Word, Excel, Outlook) and experience with electronic file management.
Communication: Excellent verbal and written communication skills for professional interaction with clients and staff.
Core Competencies: Highly organized, detail‑oriented, and capable of handling confidential information with integrity.
Preferred Qualifications
Familiarity with tax‑specific software (e.g., Lacerte, SafeSend, CCH software) is a plus.
Ability to work extended hours during peak tax season deadlines.
Compensation Range $40.00 per hour
Why Cerity Partners
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with a 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
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.
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