88 senior tax associate Jobs in cincinnati, oh
Cerity Partners is Hiring a Senior Tax Associate | Wealth Management Near Cincinnati, OH
Level
Experienced
Job Location
Cincinnati North office - Sharonville, OH
Position Type
Full Time
Education Level
4 Year Degree
Salary Range
$75,000.00 - $90,000.00
Job Category
Accounting
We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Senior 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.
- Prepare and Review complex Individual and Business tax returns and projections for local and nationwide high net worth clients.
- Collaborate with tax and financial advisors to create integrated planning opportunities for high net worth and ultra-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.
- Bachelor's 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
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 client 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
Job Summary
Full Time
$87k-106k (estimate)
06/26/2024
07/09/2024
ceritypartners.com
FORT WORTH, TX
<25
2002
TOM KIRSTEN
$5M - $10M
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About Cerity Partners
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a clients financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model hav ...
e made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
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