Cerity Partners LLC
Tax Administrative Assistant
Cerity Partners LLC, Los Angeles, California, United States, 90079
Tax Administrative Assistant page is loaded## Tax Administrative Assistantremote type:
Hybridlocations:
Encino, CAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R410Join the Cerity Partners Encino team! 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.With over forty professionals including six partners and two principals, many of our team members have been with us for over 25 years. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge.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 Administrator 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:**
+ Monitoring various portals for signed consent forms i.e. Lacerte E-Signature Dashboard, Docusign, SafeSend, etc.
+ Prepare and update client engagement letters and administrative correspondence.* **Administrative Support:**
+ **Support the Tax Department's daily functions** by performing essential administrative duties.
+ Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing **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 5 years of working experience is acceptable.* **Experience:** 3-5 years of experience 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:** Demonstrated ability to be 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****:**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* 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.*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.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 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 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 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 Barron’s 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. #J-18808-Ljbffr
Hybridlocations:
Encino, CAtime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
R410Join the Cerity Partners Encino team! 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.With over forty professionals including six partners and two principals, many of our team members have been with us for over 25 years. This continuity means clients work with the same trusted advisors year after year, ensuring deep relationships and institutional knowledge.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 Administrator 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:**
+ Monitoring various portals for signed consent forms i.e. Lacerte E-Signature Dashboard, Docusign, SafeSend, etc.
+ Prepare and update client engagement letters and administrative correspondence.* **Administrative Support:**
+ **Support the Tax Department's daily functions** by performing essential administrative duties.
+ Responsibilities will include managing documentation, assisting with scheduling, organizing electronic and physical files, and executing **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 5 years of working experience is acceptable.* **Experience:** 3-5 years of experience 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:** Demonstrated ability to be 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****:**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* 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.*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.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 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 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 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 Barron’s 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. #J-18808-Ljbffr