Tax Administrative Associate

Are you a tax professional who enjoys the challenge of sophisticated tax returns the pace of tax season and the satisfaction that comes when it all comes together Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients If so you may be a great fit for our Cincinnati Tax team.

We are seeking a detail-oriented highly organized professional who enjoys administrative and data-focused work takes pride in accuracy and thrives in a collaborative team environment. The ideal candidate brings a positive attitude strong interpersonal skills and the ability to build strong working relationships with both peers and internal stakeholders.

Primary Responsibilities:

• Assist with building organizing scanning and preparing client source file for use in tax preparation process

• Utilize GoFileRoom (CRM/Project Management) Engagement Manager (Document Storage) and Adobe Acrobat software to organize and generate electronic client data

• Assist Tax Administrators in assembly of client tax return deliverables

• Other duties as requested by Tax Advisor and Tax Administrators
  

Required Qualifications:

• Be proficient in Microsoft Office and Adobe Applications

• Actively participating in campus organizations preferably within a leadership role and/or professional work experience

• Identify with Cerity Partners mission and demonstrate our core values

• Strong collaboration interpersonal and communication skills

• Keen consistent attention to detail

• Ability to maintain confidentiality

Physical Requirements:

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

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

Unlimited PTO

Paid parental leave

Financial assistance for advanced education and professional designations

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.