Senior Tax Associate

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns, thrives in the fast pace of tax season, and values delivering exceptional service to high-net-worth clients? If so, you may be a great fit for our Raleigh Tax team.

• Prepare and review complex Federal and state income tax returns for high-net-worth individuals, which could include Individual, Business, Estate and Gift Tax returns
• Assist in the preparation of 1099s and other year-end related benefits calculations
• Prepare and review quarterly tax projections
• Support tax team with coordination of document needs
• Answer client questions and respond to client inquiries, providing superior service and ensuring successful resolution of any client need
• Other tasks as needed

• Bachelor’s Degree required. (Finance or Accounting majors preferred)
• Proficiency in Ultra Tax tax preparation software strongly preferred
• 3-5 years of work experience in financial industry, tax and/or related field
• Strong attention to detail, exceptional problem-solving skills and the ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required
• Strong verbal and written communication skills, professional presentation, and organizational skills
• Evidence of excellent interpersonal skills in dealing with staff and clients

• CPA or EA candidate preferred
• Sure Prep, Ultra Tax, Fixed Assets CS and tax research experience a plus

• Demonstrate strong and effective communication, organizational and time management skills
• Ability to work in a team based/collaborative environment
• Must accept and thrive in a fast-paced, changing environment
• Adherence to all compliance policies & procedures
• Demonstrate the Cerity Partners culture

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

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.