Cincinnati Tax Team OpportunityAre 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 ResponsibilitiesAssist with building, organizing, scanning, and preparing client source file for use in tax preparation processUtilize GoFileRoom (CRM/Project Management), Engagement Manager (Document Storage), and Adobe Acrobat software to organize and generate electronic client dataAssist Tax Administrators in assembly of client tax return deliverablesOther duties as requested by Tax Advisor and Tax AdministratorsRequired QualificationsBe proficient in Microsoft Office and Adobe ApplicationsActively participating in campus organizations, preferably within a leadership role, and/or professional work experienceIdentify with Cerity Partner's mission and demonstrate our core valuesStrong collaboration, interpersonal and communication skillsKeen, consistent attention to detailAbility to maintain confidentialityPhysical 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% matchUnlimited PTOPaid parental leaveFinancial assistance for advanced education and professional designationsCerity 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.