Cerity Partners

Financial Services

TaxPreparerAssociate

$48–65k ~AI est. Cincinnati, Ohio, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Tax Preparer Associate at Cerity Partners”

Industry & Context.

Financial Services
Full Job Description

Are you a tax professional who enjoys preparing complex individual and entity tax returns, thrives during the fast pace of tax season, and finds satisfaction in delivering accurate, high-quality work? Do you appreciate the value that thoughtful tax preparation and client service bring to high-net-worth individuals and businesses? If so, you may be a great fit for our Cincinnati Tax team. We are seeking a detail-oriented and organized Tax Preparer who takes pride in accuracy, enjoys working through data and documentation, and values collaboration. The ideal candidate brings a positive attitude, strong communication skills, and the ability to build strong working relationships with teammates and internal partners in a fast-paced environment. **Primary Responsibilities:** Support tax team on client matters, including: * 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 ensure successful resolution of any client need * Other tasks as needed **Required Qualifications:** * Bachelor’s Degree required. (Finance or Accounting majors preferred) * Proficiency in UltraTax tax preparation software strongly preferred, * 1-3 years of work experience in financial industry, tax and/or related field * Strong attention to detail, exceptional problem-solving skills and 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 **Preferred Qualifications:** *

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