Tax Accounting Associate
Job DetailsLevelEntryJob LocationElizabethtown - Elizabethtown, KYPosition TypeFull TimeEducation Level4 Year DegreeJob CategoryAccountingWe are proud of our approach to public accounting and believe it sets us apart from traditional firms:
We do NOT track billable time, as we want our team to focus on the quality of service for our clients over everything else.
We PROMOTE autonomy and do not micro-manage We have a BUILT-IN business development funnel Tax Accounting Associates are responsible for preparing Business, Individual, and Fiduciary tax returns.
They will provide guidance on a variety of tax issues for clients, including tax planning and projections.
This position will assist in engaging, maintaining, and improving client relationships.
We stress the importance of everyone's role on the team - we each have an important role to play that requires different levels of responsibility.
We work in cross-functional teams that focus on our clients' comprehensive financial position throughout the year, providing the opportunity to build relationships with both clients and advisors throughout the firm.
Primary
Responsibilities:
Prepare Individual and Business tax returns Prepare tax projections, assessing multiple alternatives Create workpapers 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, participate in client meetings Ideal Candidate Profile - Our Casting Call! 0-2 tax seasons in public accounting Bachelor's Degree with concentration in accounting or related field is 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 Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred Able to solve issues independently, analytically, both proactively and reactively Positive attitude, team player and professional appearance Effective at managing various projects and taking them to completion by firm deadlines Adaptable to evolving processes Company Overview:
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 customer 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 Recommended Skills Administration Financial Statements Financial Management Income Tax Tax Planning Provide Analytic Support Estimated Salary: $20 to $28 per hour based on qualifications.
We do NOT track billable time, as we want our team to focus on the quality of service for our clients over everything else.
We PROMOTE autonomy and do not micro-manage We have a BUILT-IN business development funnel Tax Accounting Associates are responsible for preparing Business, Individual, and Fiduciary tax returns.
They will provide guidance on a variety of tax issues for clients, including tax planning and projections.
This position will assist in engaging, maintaining, and improving client relationships.
We stress the importance of everyone's role on the team - we each have an important role to play that requires different levels of responsibility.
We work in cross-functional teams that focus on our clients' comprehensive financial position throughout the year, providing the opportunity to build relationships with both clients and advisors throughout the firm.
Primary
Responsibilities:
Prepare Individual and Business tax returns Prepare tax projections, assessing multiple alternatives Create workpapers 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, participate in client meetings Ideal Candidate Profile - Our Casting Call! 0-2 tax seasons in public accounting Bachelor's Degree with concentration in accounting or related field is 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 Master at Microsoft Excel, providing clear outputs for analysis and comprehension - preferred Able to solve issues independently, analytically, both proactively and reactively Positive attitude, team player and professional appearance Effective at managing various projects and taking them to completion by firm deadlines Adaptable to evolving processes Company Overview:
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 customer 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 Recommended Skills Administration Financial Statements Financial Management Income Tax Tax Planning Provide Analytic Support Estimated Salary: $20 to $28 per hour based on qualifications.
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