Tax Accountant Associate

Job Overview

We are seeking a team player with a positive attitude and the highest level of personal integrity to join our tax team as a Tax Associate. In this role, you will assist in engaging, maintaining, and improving client relationships through the preparation of Business, Individual, and Fiduciary tax returns and by providing guidance on a variety of tax issues, including tax planning and projections.

• Prepare Individual, Business, non‑profit, gift, and trust tax returns
• Prepare tax projections, assessing multiple alternatives
• Create work papers that effectively tell the story of how projects were prepared
• Research and analyze a wide range of tax issues
• Assist with client communication: request data, field questions, and participate in client meetings
• Assist with special projects related to servicing and client requests

We value a collaborative and supportive work environment. You should be a lifelong learner, eager to expand your knowledge of tax law and other financial planning topics, and able to work independently as well as part of a team.

• 0–2 tax seasons in public accounting
• Bachelor’s Degree with concentration in accounting or related field – required
• Client‑centric mindset
• Identify with Cerity Partners mission and demonstrate our core values
• Strong collaboration, interpersonal, and communication skills
• Keen, consistent attention to detail
• Proficient at Microsoft Excel, providing clear outputs for analysis and comprehension – preferred
• Able to solve issues independently, analytically, both proactively and reactively
• Effective at managing various projects and taking them to completion by firm deadlines
• Adaptable to evolving processes; experience working with LLMs preferred

• Prolonged periods sitting at a desk and working on a computer
• Able to lift up to 25 lbs

Compensation Range: $60,000 – $70,000

• 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 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 providing an environment where all individuals can be their authentic selves. For those needing accommodations, please reach out to .